Job Description
Lead the Transitions Project at Richardson Wealth. This one-year contract role is pivotal in driving strategy, engaging stakeholders, and supporting advisors effectively.
As the iAWIS Transition Lead, you will ensure the project's successful execution while acting as the primary resource for advisors. Your role involves operationalizing processes, facilitating approvals, and monitoring ongoing communication to promote a positive transition experience.
Key Responsibilities:
• Oversee the execution of the transition program
• Operationalize and streamline workflows for efficiency
• Engage with teams for commitment to the iAWIS strategy
• Provide robust support for advisor inquiries and documentation
• Maintain essential documents for transparency
Requirements:
• Proven experience in a similar role within wealth or insurance
• Strong communication and interpersonal skills
• Genuine passion for the financial services industry
• French proficiency is bene...
As the iAWIS Transition Lead, you will ensure the project's successful execution while acting as the primary resource for advisors. Your role involves operationalizing processes, facilitating approvals, and monitoring ongoing communication to promote a positive transition experience.
Key Responsibilities:
• Oversee the execution of the transition program
• Operationalize and streamline workflows for efficiency
• Engage with teams for commitment to the iAWIS strategy
• Provide robust support for advisor inquiries and documentation
• Maintain essential documents for transparency
Requirements:
• Proven experience in a similar role within wealth or insurance
• Strong communication and interpersonal skills
• Genuine passion for the financial services industry
• French proficiency is bene...
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