Vice President Digital Portfolio Management
Richardson Wealth
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 channelsImprove construction, model selection, IPS, rebalancing, and review workflowsDefine portfolio analytics, diagnostics, benchmarks, and performance insightsAlign workflows with trading, operations, custody, and technology platformsLead cross-functional investment and portfolio strategy decision-makingRequirements:
10+ years in wealth management, investment platforms, or digital leadershipDeep portfolio management, advisory workflow, suitability, KYC, and IPS knowledgeCross-functional digital initiative leadership across business and technologyExecutive presence influencing senior leaders and complex stakeholdersCanadian dealer or private wealth experience preferredShape scalable digital portfolio experiences through investment expertise, governance, analytics, and cross-functional leadership at Richardson Wealth.
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Own digital investment and portfolio management experiences across channelsImprove construction, model selection, IPS, rebalancing, and review workflowsDefine portfolio analytics, diagnostics, benchmarks, and performance insightsAlign workflows with trading, operations, custody, and technology platformsLead cross-functional investment and portfolio strategy decision-makingRequirements:
10+ years in wealth management, investment platforms, or digital leadershipDeep portfolio management, advisory workflow, suitability, KYC, and IPS knowledgeCross-functional digital initiative leadership across business and technologyExecutive presence influencing senior leaders and complex stakeholdersCanadian dealer or private wealth experience preferredShape scalable digital portfolio experiences through investment expertise, governance, analytics, and cross-functional leadership at Richardson Wealth.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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