Vp, Digital Portfolio Management & Oversight
Richardson Wealth Ltd
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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Vacancy posted 39 minutes ago
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