Richardson Wealth seeks a VP, Portfolio Management, Investing & Oversight to lead the end-to-end digital experience for portfolio construction, management, monitoring and review across Richardson Wealth and IA Private Wealth. The role bridges Investments, Advisory, Compliance, Operations, Data and Technology to deliver a up-to-date, scalable investment experience for advisors and clients.
The position requires 10+ years in wealth management or digital leadership with a strong executive presence and