Teams at Richardson Wealth

Provides executive-level administrative support to two senior leaders by managing complex calendars, travel, expenses, meetings, presentations, communications, events, reminders, and confidential information. The role coordinates stakeholders, supports leadership initiatives and social media activities, maintains organizational processes, and proactively improves efficiency. Requires strong communication, organization, discretion, relationship-building, prioritization, and proficiency with Microsoft Office, Teams, SharePoint, and AI tools.

Leads advisor programs, branch leadership communications, change management, and cross-functional execution across a national wealth management network. Partners with senior distribution leaders and corporate functions to improve advisor engagement, productivity, growth, compliance, and client experience. Establishes operating rhythms, governance, roadmaps, adoption metrics, and accountability mechanisms while leading strategic meetings, forums, initiatives, and team development.

Manages account data and trading operations for managed accounts. Implements model changes, reconciles custodial and trading-platform data, resolves discrepancies, processes service requests, debits, and foreign-exchange conversions. Conducts post-trade reviews, audits holdings against model weights, supports advisors, troubleshoots inquiries, and escalates issues. Requires managed-account experience, strong client service, attention to detail, organization, communication skills, and the ability to work independently under high-volume time constraints.