Job Description
Shape the future of wealth management as the Vice President of Operations at Richardson Wealth. Lead operational excellence and digital transformation across our Canadian offices.
In this senior leadership role, you will oversee core operational functions and ensure compliance while enhancing advisor and client experiences. Your responsibilities encompass managing back office operations, account activities, and fee administration with a focus on modernization and efficiency. You will drive alignment with both internal and external partners and play a critical role in transforming our operating model into a data-driven environment.
Key Responsibilities:
• Manage core operations including account openings and transactions
• Lead efforts for operational accuracy and efficiency improvements
• Oversee digital onboarding and streamline account processes
• Drive compliance and quality in fee administration workflows
• Spearhead operational transformation initiatives for g...
In this senior leadership role, you will oversee core operational functions and ensure compliance while enhancing advisor and client experiences. Your responsibilities encompass managing back office operations, account activities, and fee administration with a focus on modernization and efficiency. You will drive alignment with both internal and external partners and play a critical role in transforming our operating model into a data-driven environment.
Key Responsibilities:
• Manage core operations including account openings and transactions
• Lead efforts for operational accuracy and efficiency improvements
• Oversee digital onboarding and streamline account processes
• Drive compliance and quality in fee administration workflows
• Spearhead operational transformation initiatives for g...