Lead digital portfolio management across Richardson Wealth and IA Private Wealth, connecting investment platforms, compliance, data, and technology. This hybrid leadership role shapes advisor and client journeys.
The Vice President owns the end-to-end digital experience for portfolio construction, management, monitoring, and review. You will guide workflows covering model selection, IPS suitability, rebalancing, performance, risk, and fee transparency. The mandate strengthens advisor productivity and compliance by design across regulated wealth businesses.
Key Responsibilities: Own digital investment and portfolio management experiences across channels
Improve construction, model selection, IPS, rebalancing, and review workflows
Define portfolio analytics, diagnostics, benchmarks, and performance insights
Align workflows with trading, operations, custody,



and technology platforms
Lead cross-functional investment and portfolio strategy decision-making
Requirements: 10+ years in wealth management, investment platforms, or digital leadership
Deep portfolio management, advisory workflow, suitability, KYC, and IPS knowledge
Cross-functional digital initiative leadership across business and technology
Executive presence influencing senior leaders and complex stakeholders
Canadian dealer or private wealth experience preferred
Shape scalable digital portfolio experiences through investment expertise, governance, analytics, and cross-functional leadership at Richardson Wealth.

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📌 Vice President Digital Portfolio Management (Ontario)
🏢 Richardson Wealth
📍 Ontario