Transitions Project Lead at Richardson Wealth

Drive the strategy of the Transitions Project with Richardson Wealth. This one-year contract role emphasizes collaboration, strategy execution, and exceptional advisor support.

As a Transitions Project Lead, you will oversee the project's end-to-end execution while acting as the primary contact for advisors. Your expertise in wealth operations will be crucial to ensuring a seamless transition process, operationalizing workflows, and driving stakeholder alignment.

Key Responsibilities:

• Lead execution of the transition program with cross-functional teams

• Operationalize processes for compliant and efficient transitions

• Engage with leadership for alignment on iAWIS strategy

• Support advisors through documentation and approval processes

• Address advisor inquiries promptly to enhance transition experience

Requirements:

• Relevant experience in insurance or wealth operations

• Strong communication and interpersonal skills

• Passion for financial services and advisor support

• Proficiency in French is a strong asset

• Ability to work both collaboratively and independently

Contribute your expertise in wealth management and advisor support at Richardson Wealth in Toronto.
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