Director, Relationship Management

RBC; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading company in financial services seeks a Client Success Manager to enhance client relationships and drive digital adoption. This role demands strong strategic engagement with clients and a deep understanding of their needs, leveraging substantial experience in Asset Servicing. Ideal candidates should possess a Bachelor's degree in finance or business, alongside exceptional interpersonal skills. Opportunities for career advancement and an inclusive work environment make this a compelling role for professionals in the industry.

Benefits

Comprehensive Total Rewards Program

Career development and progression opportunities

Excellent exposure to business partners

Qualifications

• 6-10 years in Asset Servicing or Asset Management.
• Experience with senior level decision makers.
• Strong skills in MS Excel, PowerPoint, and Word.

Responsibilities

• Own the client strategy and quality of engagement.
• Lead commercial and legal contract discussions.
• Conduct gap assessments to improve client digital adoption.

Skills

Customer Service

Customer Success

Decision Making

Emotional Intelligence

Industry Knowledge

Interpersonal Relationship Management

Product Services

Teamwork

Time 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 our clients and ensures client success through periodic engagement and exceptional service.The incumbent must build strong relationships with key decision makers within client relationships and across the broader RBC Investor Services (IS) sales, operations, product, compliance teams critical to the end-to-end client lifecycle.In addition, this role will be responsible for the Digital Adoption of their clients and for finding creative ways to increase this digital adoption. With a consultative, solutions orientated approach; they will be expected to demonstrate initiative, energy, and superior execution in growing and maintaining their assigned relationships.

What will you do?

• Own the client strategy, and overall quality of engagement with client

• Ensure deeper connectivity at client’s executive, management and operational levels

• Fully understand client requirements and strategic direction and growth opportunities

• Take the lead on all commercial and legal contract discussions / negotiations / administration including RFPs/RFIs

• Actively take part in industry events, representing and promoting RBC IS as a key player in the Canadian custodian landscape.

• Lead on Strategic Relationship Reviews Yearly/Annually

• Lead and ownership of semi annual/annual Service Review Prep and Execution including distribution of Service Level Standards Scorecards

• Identification of Cross Sell/Upsell Opportunities and refer where appropriate to the business development team

• Maintain up to date and accurate MCV client profiles including at risk, relationship status, contact and deal information

• Conduct a gap assessment to identify client specific opportunities to improve digital adoption

• Analytics of client data to drive improved experience and improved financial results

• Creation and distribution of client call reports covering key strategic discussions and escalations

What do you need to succeed?

Must-have

• 6-10 years of work experience within the Asset Servicing or Asset Management space

• Experience in account management and interacting with senior level decision makers

• Bachelor's degree in related field of finance or business

• Advanced MS Excel, PowerPoint and Word skills are required

Nice-to-have

• French is beneficial as you may serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

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

• Opportunity to obtain hands-on experience throughout your role

• 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

Customer Service, Customer Success, Decision Making, Emotional Intelligence, Industry Knowledge, Interpersonal Relationship Management, Product Services, Teamwork, Time 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:

2025-06-03

Application Deadline:

2025-06-17

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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