Job Description
Transform operations in wealth management as the Vice President of Operations at Richardson Wealth. Lead a high-performing team dedicated to operational excellence and compliance.
As a senior leader, you'll oversee all aspects of core operational processes while implementing improvement strategies that enhance service delivery and client interactions. This role requires effective collaboration with internal and external stakeholders to modernize operations and reduce friction in advisor workflows. Your strategic mindset will play a crucial role in the company's ongoing transformation.
Key Responsibilities:
• Manage the operations of account openings, transfers, and settlements
• Lead modernization of operational processes and systems
• Enhance digital onboarding and user experience
• Ensure success with compliance and regulatory standards
• Direct efforts in fee administration and payment processes
Requirements:
• 10+ years of experience in Wealth Management<...
As a senior leader, you'll oversee all aspects of core operational processes while implementing improvement strategies that enhance service delivery and client interactions. This role requires effective collaboration with internal and external stakeholders to modernize operations and reduce friction in advisor workflows. Your strategic mindset will play a crucial role in the company's ongoing transformation.
Key Responsibilities:
• Manage the operations of account openings, transfers, and settlements
• Lead modernization of operational processes and systems
• Enhance digital onboarding and user experience
• Ensure success with compliance and regulatory standards
• Direct efforts in fee administration and payment processes
Requirements:
• 10+ years of experience in Wealth Management<...