April 23, 2025

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

Provides strategic leadership and technical expertise in the design, development, and implementation of Richardson Wealth's Advisor platform modernization. Leads the creation and governance of the enterprise architecture framework, aligning business strategy with IT capabilities, and ensuring seamless integration across platforms, including Salesforce Advisor Cloud, Envestnet, and Dataphile (Fidelity Clearing Canada). Collaborates with executive stakeholders, business leaders, IT teams, and external vendors to deliver scalable, secure, and compliant solutions that are future-ready, leveraging a blend of strategic vision, technical depth, and extensive experience in wealth management, enterprise systems architecture, and digital transformation.

Duties and Responsibilities

Strategic Alignment

Partner with business executives to understand strategic objectives, operating models, and business capabilities.
Define and maintain the enterprise architecture blueprint that aligns with the firm's digital strategy and business objectives.
Serve as a bridge between executive strategy and delivery teams to ensure architectural integrity and execution consistency.

Architecture Leadership

Lead the evaluation, selection, and implementation of enterprise technology platforms (e.g., Salesforce Advisor Cloud).
Provide architectural oversight and governance across core platforms (e.g., Envestnet, Dataphile) and integration points.
Define current and target state architecture and lead gap analysis and roadmap development.

Technology Modernization

Guide system modernization efforts including legacy system rationalization, cloud adoption, and enterprise integration.
Recommend frameworks, tools, and platforms to drive innovation, automation, and data-driven decision-making.

Stakeholder Engagement

Act as a trusted advisor to senior leadership and solution teams on architecture-related decisions.
Collaborate with business units, advisors, operations, compliance, and IT teams to gather requirements and ensure architecture meets regulatory and business needs.
Lead architecture reviews and present to senior leadership.

Governance \& Best Practices

Establish architecture review boards and governance processes including enterprise architecture standards, policies, and reference architectures.
Monitor industry trends, assess emerging technologies, and recommend adoption paths.
Evaluate vendor solutions and third-party platforms, including Salesforce and wealth management software.

Qualifications

10 years in enterprise architecture, solution architecture, or technology strategy roles.
5 years of experience in the wealth management, banking, or financial services sector.
Proven experience designing and implementing architecture strategies for complex, integrated environments.
Strong understanding of enterprise integration patterns, data governance, API-led architecture, and security principles.
Strong experience with Salesforce (preferably Advisor Cloud), Envestnet, Dataphile, and integration technologies (e.g., APIs, Mulesoft, ETL).
Deep knowledge of wealth management processes, CRM, portfolio management systems, and compliance/regulatory requirements.
Knowledge of wealth management value chains -- client onboarding, KYC/AML, portfolio management, financial planning, compliance, etc.
Experience with data architecture, cloud architecture (Azure or AWS), and security best practices.
Excellent communication, influence, and facilitation skills at both the technical and executive levels.

Education

Bachelor's degree in computer science, Information Systems, or related field; MBA or Master's degree is a plus.
Certifications such as TOGAF, Salesforce Architect, or AWS/Azure Solution Architect would be an asset.

Nice to have

Familiarity with Canadian regulatory and compliance standards (e.g., CIRO, IIROC, MFDA).
Experience in hybrid environments with both on-prem and cloud infrastructure.

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.

We are a proud partner of Pride at Work Canada.

Richardson Wealth

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