Richardson Wealth Ltd
This role serves as a trusted partner to the National Sales Manager and Head of Advisor Experience, translating strategic priorities into coordinated programs and execution across the advisor network. The position involves building and enhancing advisor programs, shaping branch leadership communications, and collaborating with cross-functional partners to deliver firm-wide initiatives that strengthen advisor engagement, productivity, growth, and client experience. The role also supports the evolution of the branch operating model and leads change management for advisor-facing initiatives.
Richardson Wealth is a leading independent wealth manager in Canada that combines the personal touch of a boutique firm with the capabilities and reach of a larger organization. Through a national network of advisors it delivers tailored investment management, financial and estate planning, and other wealth services for individuals, families and institutions. Clients rely on Richardson for independent advice, personalized service, proprietary research and digital tools designed to preserve and grow wealth across generations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Richardson Wealth Ltd.