VP, Digital Portfolio Management & Oversight

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