Relationship Manager-Unifide

About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
The Relationship Manager-Unifide role is responsible for leading a team of analysts in managing support, design, delivery, and adoption of the Unifide and Dataphile platforms. The incumbent will build and maintain a network of trusted partners across business and IT, engaging transparently and consistently with all stakeholders and executive sponsors. They will collaborate with the vendor to define and prioritize the Richardson Wealth vision and roadmap.

Duties And Responsibilities

• Guide and assist the Platform Management team by establishing business goals, metrics, and KPIs to optimize the team's value. Apply these measures individually and support team members through coaching and development.
• Collaborate continuously with key internal stakeholders to identify and manage needs and issues throughout the Platform Lifecycle, ensuring that the deliverables align with the initial goals and objectives set for both the client and the business.
• Own the relationship with key vendors to represent the voice of Richardson Wealth to influence the direction of platform enhancements.
• Communicate the vision for the digital experience regularly, adjusting the message or approach based on varying communication needs, to ensure stakeholders understand and recognize its value.
• Collaborate with the vendor to shape the near-to-mid term Fidelity Unified Platform strategy and roadmap, by defining scope, identifying and prioritizing requirements and constraints.
• Oversee and prioritize problem and incident management concerning the supported applications
• Provide effective leadership to ensure a high-performing team by mentoring, coaching, conducting performance evaluations, and assigning work and tasks.
• Inform key stakeholders about significant incidents, including updates on status, estimated resolution time, and post-mortem reports
• Support the team in addressing and resolving tickets within the internal SLA, and ensure responses to end clients uphold customer service standards.

Qualifications

• Bachelor's degree or equivalent education and experience
• At least 7 years in Financial Services, with experience working with Advisor Teams and Business stakeholders to understand client and operational needs.
• Skilled at building relationships and establishing trust and confidence with partners across the organization, key vendors, and at all levels.
• A confident and accomplished leader, motivator, and skilled decision-maker.
• A solid understanding of the business, combined with the ability to use technology for improving client experience and operational effectiveness.
• Strong organizational skills, adept at multitasking, and able to produce high-quality work under pressure.
• Ability to simplify complex problems, influence others, and negotiate effectively for results.
• Possess robust quantitative and analytical abilities, enabling the identification of insights to enhance advisor experience.

Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we're ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.