Manager, Business Management & Optimization

Royal Bank of Canada; Toronto; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Professional development opportunities

Job summary

Royal Bank of Canada (RBC) Investor Services seeks a seasoned operations leader to drive transformation and automation. You will lead AI initiatives, evaluate and implement process redesigns, and partner with technology teams to deliver scalable solutions that improve efficiency and risk controls.

You will translate business needs into actionable requirements, manage cross-functional stakeholders, and establish measurable outcomes with a focus on adoption and continuous improvement.

Qualifications

• 5+ years of operations experience in financial services or asset servicing.
• 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.

Responsibilities

• Lead transformation, AI and automation initiatives from problem definition and business case development through delivery, implementation and adoption.
• Evaluate opportunities and recommend solutions including process redesign, analytics, automation or AI, based on business value and risk.
• Translate business needs into clear requirements, process maps, user stories and acceptance criteria.
• Partner with technology and development teams on solutions requiring engineering, integration or production support.
• Coordinate stakeholders, milestones, dependencies and decisions with clear recommendations.
• Work with data protection, information security, and controls teams to meet requirements.
• Support implementation through user testing, training, and documentation.
• Establish baseline measures and track results such as time savings and adoption.
• Foster collaboration across Fund Accounting, AIS, Pricing, Tax Reporting and Financial Reporting teams.

Skills

Project management

Change management

Communication

Tech savvy

Cross-functional teams

Leadership potential

Self-starter

Python

SQL

APIs

Low-code platforms

Tools

Python

SQL

APIs

Low-code platforms

Job description

What is the Opportunity

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

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.

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?

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.

• 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 Additi