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 explicit 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