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Vice President, Operations at Richardson Wealth — NeverHard
Vice President, Operations at Richardson Wealth in Toronto, Ontario. View salary, required skills, and apply on NeverHard.
- Company
- Richardson Wealth
- Location
- Toronto, Ontario
- Type
- not_specified
JOB PURPOSE:
The VP, Operations is responsible for leading and modernizing Richardson Wealth’s core operational ecosystem, with primary oversight of the end-to-end operations activities. This role ensures operational excellence, regulatory compliance, and service consistency across advisor and client touchpoints, while steering the organization toward a digitally enabled, data-driven, and scalable operating model.
As a senior leader in Operations, the VP plays a critical role in the ongoing transformation of Richardson Wealth’s platform simplifying processes, reducing operational friction, elevating the advisor experience, and aligning all operational capabilities to the future-state integrated RW + iA Private Wealth environment.
MAIN DUTIES & RESPONSIBILITIES:
1. Back Office Operations Leadership
Lead day-to-day oversight of core wealth dealer operations including account opening, transfers, trade corrections, settlements, reconciliations, corporate actions, tax reporting, and estate processing.
Drive operational accuracy, efficiency, and risk mitigation through modernization, automation, and process redesign.
Oversee relationships with key custodians and vendors, ensuring adheren
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