VP, Digital Portfolio Management & Oversight (Ontario)

VP, Digital Portfolio Management & Oversight (Ontario)

03 Oct
|
Richardson Wealth
|
Ontario

03 Oct

Richardson Wealth

Ontario

Richardson Wealth Ltd is seeking a VP, Portfolio Management, Investing &Oversight; to lead the digital portfolio experience for advisors and clients across Richardson Wealth and IA Private Wealth. The role bridges Investments, Advisory, Compliance, Operations, Data, and Tech to deliver a scalable, compliant investment platform.
Responsibilities include defining advisor workflows, digitizing model portfolio management, embedding regulatory requirements, and driving analytics and platform

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📌 VP, Digital Portfolio Management & Oversight (Ontario)
🏢 Richardson Wealth
📍 Ontario

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