Job DescriptionVP of OperationsReporting to the VP Advisor Services, the VP of Operations is a strategic leader responsible for shaping and executing Richardson Wealth's end-to-end operations strategy. This role drives operational excellence, scalability, and advisor & client service innovation, ensuring alignment with iA Wealth long-term growth objectives with a mandate to elevate the client & advisor experience, generate operational efficiencies and foster a positive and winning team culture.As a key partner to our Advisor teams, the Head of Operations will oversee the firm’s back-office and middle-office operational activities including technology, end-to-end processes and system integrations. In addition to ensuring day-to-day operational processes run smoothly and efficiently, this role focuses on streamlining operations and enhancing the client, advisor and employee experience.Duties & Responsibilities- Manage daily operations to ensure accuracy, efficiency, and adherence to established policies and procedures.- Oversee relationships with key custodians and vendors, ensuring adherence to service level agreements and enhancing service delivery.- Identify gaps and opportunities to streamline workflows and improve efficiency.- Lead or participate in projects aimed at enhancing processes, systems and client & advisor experience- Lead, mentor, and develop the team to deliver consistent,



high-quality support that Advisors and their teams can rely on.- Support the development and execution of operational controls to mitigate risk across team functions.- Serve as escalation point for operational issues and own timely resolution.- Track and analyze key performance indicators to monitor and assess operational efficiency.- Partner and collaborate with internal teams to support seamless end-to-end experiences.- Support organization change by helping the team adopt new processes, technologies and operational updates.Qualifications- 10+ years of relevant operations strategy and delivery experience in Wealth industry back-office or Operations practices.- Proven track record of implementing operational excellence through processes and systems optimization in Wealth Management.- Strong track record of inspiring and leading cross-functional teams to successful execution, advocating and leading staff through change- Ability to engage, influence and build strong relationships with external partners with commercial relationships- Demonstrate strong understanding of operational processes and controls including in depth knowledge of account opening and client onboarding, account transfers, fee billing and cash payments.- Ability to solve problems effectively by balancing various lenses – business, operations, design and technology- Self-motivated and results-oriented individual with robust leadership, decision making, analytical and problem-solving skills- Creative strategic thinker who is comfortable with change, ambiguity and challenges the status quo- Possess business acumen to analyze and generate insights from OKRs as well as foundational quantitative analytical skills to size business benefits- Ability to manage multiple priorities and tight deadlines while providing coaching and mentoring to teams.Education- Degree in Business, financial industry designations are an asset- Completed Canadian Securities Course (CSC) and Conducts & Practices Handbook Course (CPH)- Licensed as IR or RR with CIRO would be an assetBase salary for this role ranges between $130,000-$145,000 per annum.#J-18808-Ljbffr

📌 Vice President, Operations - $130,000 - $145,000 A Year (Toronto)
🏢 Richardson Wealth
📍 Toronto