Step into the role of Vice President of Operations at Richardson Wealth and lead the modernization of operations in a thriving wealth management organization. You will enhance operational excellence and ensure consistent service delivery across all interactions.
As a key senior leader, your responsibilities will include overseeing back office operations, account management, and the administration of fees. Your strategic focus will drive efficiency and innovation within a rapidly evolving operational ecosystem. Collaborating with cross-functional teams, you will implement a data-driven approach to optimize workflows and elevate the advisor experience.
Key Responsibilities:
• Lead operations for account setup, transfers, and settlements
• Manage digital onboarding processes for enhanced user experience
• Oversee fee administration and ensure billing accuracy
• Champion operational transformation and automation initiatives
• Direct comprehensive reporting and analytic...