Senior Manager, Wealth Management Strategy

RBC • Toronto, ON

4d • Onsite

About The Position

In the role of Senior Manager, Strategy & Transformation, Wealth Management, you will be responsible for leading initiatives that drive the Wealth Management growth strategy and implement best solutions aligned to the strategy. You will identify, research, analyze, recommend, and execute solutions to drive business impact. You will collaborate with partners across all global Wealth businesses and the enterprise.

Requirements

• 5+ years’ experience in a management consulting environment, ideally focused on wealth management, banking and / or financial industry.
• Data analysis, insights, and financial modelling experience, including structured problem solving skills.
• Stakeholder & relationship management experience, as well as strong communication and storyboarding skills.
• Project management disciplines including time, resource, and scope management.

Nice To Haves

• Strong understanding and experience in the High Net Worth Client Segment, asset management and/ or Wealth Management.
• Bachelor’s degree or post-graduate degree (such as MBA, finance, engineering, or science).
• Additional designations (CPA, CFA, Agile, Lean and Six Sigma).
• Familiar with core banking and wealth management products and financial instruments.

Responsibilities

• Establish credibility by quickly acquiring and demonstrating subject matter expertise and knowledge in Wealth Management business.
• Constructively challenge the status quo (i.e. leverage our diversity of thought, show openness to different perspectives).
• Proactively identify opportunities for revenue generation and cost efficiencies while mitigating risk, and improving the client experience.
• Lead and implement complex projects of various scopes and types through problem identification, defining an approach, planning, organizing, and executing. Your projects may involve structuring team discussion sessions, group problem solving facilitation, interviews with various stakeholders, etc.
• Deliver presentations to influence business partners and executives, capturing key discussion points and drive towards action plans.
• Conduct comprehensive analysis using analytical frameworks, approaches, tools and methodologies to develop robust recommendations.
• Contribute to the culture of Wealth Management Strategy and Transformation group by continually demonstrating commitment to coach and develop the team and grow the professional capabilities of the group and yourself.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and stock where applicable.
• 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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business and geographies.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree