Manager, Business Management & Optimization

RBC; Toronto; On-site; CAD 67,000 - 110,000; Full time

Job summary

RBC Centre in Toronto is seeking a seasoned operations leader to drive transformation and automation within Fund Administration. You will partner with operations, technology and AI teams to assess challenges and deliver practical AI-enabled solutions.

The role emphasizes ownership from assessment through adoption, with visible impact on efficiency, controls and risk management. A CPA/CFA or MBA and prior asset servicing experience are valued.

Qualifications

• 5+ years of operations experience in financial services, ideally in asset servicing or investment management.
• Project management or change management experience.
• Excellent communication and presentation skills.

Responsibilities

• Lead transformation, AI and automation initiatives from problem definition and business case development through delivery, implementation and adoption.
• Evaluate opportunities and recommend appropriate solutions, including process redesign, analytics, automation or AI, based on business value, feasibility and risk.
• Translate business needs into clear requirements, process maps, user stories and acceptance criteria to support development and testing.
• Develop practical solutions using approved tools, where appropriate, and partner with technology and development teams on solutions requiring additional engineering, integration or production support.
• Coordinate stakeholders, milestones, dependencies and decisions, taking ownership of progress and escalating issues with clear recommendations.
• Work with relevant partners to meet requirements for data protection, information security, operational controls, testing and deployment.
• Support implementation through user testing, training, documentation and clear arrangements for ongoing ownership and maintenance.
• Establish baseline measures and track results, including time savings, capacity improvements, reduced errors, stronger controls and user adoption.

Skills

Accounting

Change Management

Coaching Others

Customer Service Management

Financial Accounting Systems

Financial Risk Management

Operational Delivery

Process Management

Risk Management

Talent Management

Job description

Job Description

RBC Investor Services delivers critical services to the Investment Management and Broker/Dealer industries, including Trusteeship, Recordkeeping, Fund Accounting, and operational support functions.

What is the Opportunity

Reporting to the Director, Business Management & Optimization, you will lead initiatives that improve how Fund Administration operates through business transformation, process improvement, automation and artificial intelligence.

You will work closely with operations teams to understand business challenges, identify opportunities and translate ideas into practical solutions. You will take ownership from initial assessment through implementation, adoption and measurement of results, partnering with business, technology and AI teams

What will you do?

• Lead transformation, AI and automation initiatives from problem definition and business case development through delivery, implementation and adoption.
• Evaluate opportunities and recommend appropriate solutions, including process redesign, analytics, automation or AI, based on business value, feasibility and risk.
• Translate business needs into clear requirements, process maps, user stories and acceptance criteria to support development and testing.
• Develop practical solutions using approved tools, where appropriate, and partner with technology and development teams on solutions requiring additional engineering, integration or production support.
• Coordinate stakeholders, milestones, dependencies and decisions, taking ownership of progress and escalating issues with clear recommendations.
• Work with relevant partners to meet requirements for data protection, information security, operational controls, testing and deployment.
• Support implementation through user testing, training, documentation and clear arrangements for ongoing ownership and maintenance.
• Establish baseline measures and track results, including time savings, capacity improvements, reduced errors, stronger controls and user adoption.
• Introduce fresh perspectives, challenge existing approaches constructively and help colleagues identify practical applications of AI and automation.
• Work collaboratively with Fund Accounting, AIS, Pricing, Tax Reporting, and Financial Reporting teams to understand pain points and develop solutions
• Partner closely with the Data and Digital team to design, scope, and implement technology-driven solutions
• Foster collaborative relationships across teams and functions to support initiative success

What will you need to succeed?

Must-have:

• 5+ years of operations experience in financial services, ideally in asset servicing or investment management
• Demonstrated experience with project management and/or change management
• Excellent communication and presentation skills
• Tech-savvy with ability to easily learn new technologies
• Self-starter mindset with high motivation and initiative
• Ability to work effectively with cross-functional teams and multiple stakeholders
• Demonstrated leadership potential with ability to influence without direct authority

Nice-to-have:

• A CPA, CFA designation or MBA.
• Consulting background or Big 4 experience (Deloitte, PwC, EY, KPMG)
• Hands-on experience with Python, SQL, APIs, workflow automation or low-code development platforms.
• Experience applying generative AI to business processes, including evaluating output quality, limitations and appropriate human review.
• Experience with AI or emerging technology implementation
• Knowledge of fund administration systems and processes
• Project management certification (PMP)
• Change management certification
• Background in regulatory compliance or risk management within financial services
• Experience collaborating with data science or technology teams

What’s in it for you?

• High-visibility role working with senior leadership across the organization
• Opportunity to drive meaningful operational transformation and innovation
• Exposure to cutting-edge technologies including AI and automation
• Diverse, challenging work spanning multiple operational areas and technology partnerships
• Ability to influence strategy and shape the future of Fund Administration operations
• Team development and mentoring opportunities
• Involvement in strategic initiatives with significant business impact
• Competitive compensation and comprehensive Total Rewards Program including bonuses and flexible benefits
• Professional development opportunities in emerging technologies and change management

Job Skills

Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk Management, Talent 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:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-16

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.