Drive digital strategies in portfolio management at Richardson Wealth as Vice President. This leadership role is integral to enhancing advisor workflows and client satisfaction in a regulated workplace.

As Vice

President of Portfolio Management, Investing & Oversight, you will guide the digital transformation for portfolio management across Richardson Wealth. With a focus on compliance and advisor productivity, you will bridge key areas like Technology, Compliance, and Operations, ensuring seamless client experiences. Your insights will be crucial for shaping a scalable investment management model integral to the firm’s growth ambitions. Key Responsibilities:

- Lead the digital experience for investments and portfolios
- Collaborate with stakeholders to refine advisor processes




- Embed regulatory requirements in digital user experiences
- Define and promote clear portfolio analytics to advisors
- Enhance operational workflows across trading and custody Requirements:
- 10+ years in wealth management or related digital roles
- Comprehensive understanding of regulatory obligations
- Experience leading cross-functional projects
- Ability to engage senior leaders effectively
- Previous work within Canadian financial firms is a plus Empower digital transformation in wealth management through data-driven strategies at Richardson Wealth.

📌 Digital Portfolio Management VP Role (Toronto)
🏢 Richardson Wealth
📍 Toronto