VP, Digital Portfolio Management & Advisory Experience

Richardson Wealth; Toronto; Hybrid; CAD 130,000 - 145,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

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 modern, scalable investment experience for advisors and clients.

The position requires 10+ years in wealth management or digital leadership with a strong executive presence and

Qualifications

• Proven experience leading cross-functional digital initiatives in regulated financial services.
• Strong ability to influence senior leaders and navigate complex stakeholder landscapes.
• Deep understanding of portfolio management concepts and advisory workflows.

Responsibilities

• Own the end-to-end digital portfolio management experience across advisor and client channels.
• Partner with Wealth Management, Compliance, Data, and IT to drive scalable, compliant solutions.
• Embed regulatory and suitability requirements into digital journeys by design.

Skills

Executive presence

Stakeholder management

Digital product leadership

Regulatory awareness

Job description

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 modern, scalable investment experience for advisors and clients.

The position requires 10+ years in wealth management or digital leadership with a strong executive presence and