Lead cutting-edge change as a Senior Operations Journey Owner at Richardson Wealth, specializing in agile delivery and journey optimization. This role is pivotal in transforming client and advisor experiences. In this position, you will oversee the complete client, advisor, and operational servicing journey at Richardson Wealth, leveraging your expertise in digital product delivery and continuous improvement.

The role requires coordination across teams to activate target journeys, with a focus on ensuring legal and compliance adherence. Your strategic insight will shape the future of wealth management operations. Key Responsibilities:
Define and implement comprehensive journey strategies
Lead research to inform journey enhancements




Manage complex business transformation projects
Engage stakeholders for optimal journey outcomes
Monitor ongoing adoption and experience management Requirements:
10+ years in wealth management operations
Expertise in digital transformation and risk management
Fluency in regulatory frameworks governing operations
Experience in agile delivery methodologies
Solid stakeholder leadership and engagement skills Become a key player in redefining the wealth management journey at Richardson Wealth with your strategic and operational acumen.

📌 Senior Operations Journey Owner Agile Focus Toronto
🏢 Richardson Wealth
📍 Toronto