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. #J-18808-Ljbffr

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