Onboarding Project Manager - Clearing & Custody

Royal Bank of Canada • Minneapolis, MN

4d • Onsite

About The Position

The Clearing & Custody group is hiring! As an Onboarding Project Manager, you will be responsible for all project management activities related to converting new advisors and firms onto the RBC Clearing & Custody platform. Using your relationship management skills, you will gain an understanding of each firm’s unique business needs and then partner with internal RBC resources and 3rd party vendors to ensure the best possible experience for the transitioning firm. Your client first mentality and project management experience will allow you to focus on minimizing client, advisor, firm and back office impact while delivering a seamless onboarding experience.

Requirements

• 3 years of relevant experience in the financial services industry including proven success with project management
• Relationship management and interpersonal skills with a client first mentality.
• Ability to communicate effectively; both verbally and in writing.
• Excellent organizational skills and a high attention to detail.

Nice To Haves

• Familiarity with RBC platform and technology offerings
• Series 99 or 7 licenses
• Previous experience in brokerage operations or other related experience
• Experience in clearing industry or independent financial advisor space
• Thorough understanding of asset transfer process.

Responsibilities

• Lead, manage and prioritize a portfolio of on-boarding projects at various stages of implementation, each with unique business needs.
• Work closely with the firm and all project stakeholders to ensure the best possible client experience for new firms, from project initiation (contract signing) through to a post conversion warm hand-off to the client service team at the appropriate time.
• Serve as the business unit project leader (aka “voice of the project”) and act an escalation point for issues arising within the project.
• Apply the fundamentals of the project management framework to ensure accountability, visibility, scope, and schedule is maintained on each project.
• Ensure overall project quality including but not limited to guaranteeing that documentation, communication, reporting, issue escalation and responsiveness is maintained at a high level.
• Gather, organize, track and report to clients, vendors, and internal partners on project assumptions, status, dependencies and risks using a RAID based approach.
• Collaborate with the RBC Clearing & Custody business development team to identify unique client needs and work with internal & external stakeholders to determine conversion timing / availability.

Benefits

• competitive compensation
• flexible benefits
• 401(k) program with company-matching contributions
• health, dental, vision, life, disability insurance
• paid-time off
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed