Drive operational innovations as the Senior Vice President of Operations at Richardson Wealth. Ensure operational excellence and compliance while enhancing client and advisor experiences.
This pivotal role is tasked with modernizing Richardson Wealth’s operational ecosystem, overseeing an array of functions from account management to fee administration. You will implement strategies focused on process improvement and automation that align with our growth objectives. Your leadership will direct teams in enhancing service delivery and operational standards across the organization.
Key Responsibilities:
• Oversee operations for account openings and transfers
• Drive process efficiencies and risk management initiatives
• Enhance digital onboarding experiences for clients
• Ensure compliance with financial service regulations
• Lead modernization projects and operational strategies
Requirements:
• 10+ years in Wealth Management operations
• Strong understanding...