VP, Digital Portfolio Management & Oversight

Richardson Wealth Ltd; Toronto; On-site; CAD 130,000 - 145,000; Full time

Benefits offered by this job

Competitive compensation

Incentive plan

Health & dental benefits

RRSP matching

Paid time off

Job summary

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

Qualifications

• 10+ years of experience in wealth management, investment platforms, or digital portfolio leadership.
• Deep understanding of portfolio management concepts and advisory workflows.
• Proven ability to lead cross-functional digital initiatives spanning business, technology, compliance, and operations.
• Strong executive presence with the ability to influence senior leaders.

Responsibilities

• Own end-to-end digital portfolio experience across advisor and client journeys.
• Define and improve advisor workflows for portfolio construction and monitoring.
• Digitize model portfolio management with governance and change notifications.
• Embed compliance by design and regulatory requirements into journeys.
• Lead cross-functional forums with senior stakeholders.

Skills

Executive leadership

Digital product leadership

Wealth management knowledge

Stakeholder management

Job description

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