Associate Director, Client Design

RBC; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

RBC is seeking a skilled professional to support clients in asset servicing, focusing on digital adoption and execution. This role requires strong analytical skills, relationship building, and experience in asset management, making it a critical position for ensuring client success and efficiency.

Benefits

Comprehensive Total Rewards Program

Bonuses

Flexible benefits

Excellent career development opportunities

Collaborative work environment

Qualifications

• 7+ years in Asset Servicing or Asset Management.
• Experience creating and executing digital adoption strategy.
• Exceptional written and verbal communication abilities.

Responsibilities

• Support client operating model design and execution.
• Conduct gap assessments and drive digital adoption.
• Lead client strategic meetings and prepare reports.

Skills

Adaptability

Communication

Decision Making

Detail-Oriented

Group Problem Solving

Personal Initiative

Product Services

Service Request Management

Education

Bachelor's degree in related field of finance or business

Tools

MS Excel

PowerPoint

Word

Job description

Job Summary

Job Description

What is the opportunity?

This role supports RBC Investor Services’ clients from a digital adoption and execution perspective. It ensures client success through strong engagement and exceptional service. They are responsible for anticipating, understanding, and addressing the clients’ needs. They must also build strong relationships across the various groups that support our clients, including Operations, Client Management, Product, Risk, Technology…critical to the end-to-end client lifecycle. With a consultative, solutions-oriented approach; they will be expected to demonstrate initiative, energy, and superior execution in growing and maintaining their assigned relationships.

What will you do?

• Support the client operating model design, change management and execution
• Develop a greater understanding of client strategy & efficiency improvement opportunities.
• Support clients through execution-oriented service delivery and improvements
• Conduct gap assessments to identify client specific opportunities to improve and drive digital adoption
• Analytics of client data to drive improved experience and improved financial results
• Lead and support client on all operating model change/design and execution discussions/planning. This will include leading any product additions that change a clients operating model (ex onboarding GC Direct, CLS, migrating to Swift)
• Lead and own` annual product roadmap client presentations including the coordination of agendas, materials and both internal and client participants
• Provide support and participate in the Quarterly Service Review preparation and execution including providing inputs for the creation of materials such as scorecards and KPI data
• Provide support for and participate in key client strategic meetings including annual Client Due Diligence presentations
• Preparation and ownership of regularly occurring client monthly meetings - coordinate schedules, accountabilities and target dates for all client initiatives are clearly communicated.

What do you need to succeed?

Must-have

• 7+ years of work experience within the Asset Servicing or Asset Management space
• Experience with creating and executing digital adoption strategy.
• Experience and familiarity operations such as Trade and Cash Processing, Fund Administration, Middle Office and Transfer Agency
• Experience with Data analytics
• Bachelor's degree in related field of finance or business
• Advanced MS Excel, PowerPoint and Word skills are required
• Exceptional written and verbal communication abilities.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Job Skills

Adaptability, Communication, Decision Making, Detail-Oriented, Group Problem Solving, Personal Initiative, Product Services, Service Request Management

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-27

Application Deadline:

2025-07-11

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.