Manager, Client Reporting

Socket.dev; Toronto; On-site; CAD 67,000 - 110,000; Full time

Benefits offered by this job

Total Rewards program

Bonuses and flexible benefits

Stock where applicable

Job summary

RBC is seeking a dedicated professional to support Wealth Management Canada's client reporting applications, translating business requirements into a clear product roadmap and backlog priorities. The role bridges business stakeholders, technology teams, and Advisor/counselor groups to deliver valuable reporting experiences for clients.

You will collaborate with Advisors to gather feedback, refine requirements, and monitor adoption with key metrics while contributing to training, documentation,

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3+ years of experience in the wealth management industry and/or client reporting.
• Detail-oriented with strong organizational and problem-solving skills.
• Critical thinking discipline with ability to think outside the box and consider innovative approaches.
• Excellent verbal and written communication, presentation, and interpersonal skills.
• Ability to work effectively in situations involving rapid change and shifting priorities.

Responsibilities

• Define, document, and communicate clear business requirements aligned with WMC's strategic client reporting objectives, Advisor and Client needs and business value.
• Prioritize and deliver features that empower Advisors to deliver superior client reporting experiences and streamline operational processes.
• Collect Advisor feedback on usability, customization, and feature gaps, translate data insights into actionable product features, and monitor adoption and impact using key metrics.
• Manage backlog refinement based on business value, market impact, and Advisor operational needs.
• Actively participate in project meetings, sprint planning, and Agile ceremonies to set goals, clarify priorities, and drive progress.
• Work with business stakeholders to develop training materials, documentation, and support resources for Advisor adoption.
• Coordinate readiness and go-to-market activities, including field communications and training.
• Support the day-to-day operations of WMC's client reporting applications and investigate field inquiries.

Skills

Business Analytics

Change Management

Client Centricity

Client Reporting

Collaboration

Critical Thinking

Cross-Functional Teamwork

Customer Trends

Interpersonal Relationship Management

Prioritization

Problem Solving

Product Development Lifecycle

Product Development Methodology

Product Services

Professional Presentation

Reporting Solutions

Results-Oriented

User Feedback

Wealth Management

Education

Bachelor's degree in Finance, Business, or a related field

Tools

Reporting tools

Data visualization platforms

Job description

Job Description

What is the opportunity?

We are seeking a highly motivated and detail-oriented individual to support Wealth Management Canada's (WMC) client reporting applications and future-state experience. In this role, you will serve as a subject matter expert and bridge between business stakeholders, technology teams, Investment Advisor/Counselor teams, and clients. You will translate business requirements, execute on the product vision and roadmap, and set backlog prioritization. Through strategic collaboration and ongoing support, you will ensure that WMC’s client reporting solutions deliver exceptional value and meet evolving market demands.

What will you do?

Primary Responsibilities:

• Define, document, and communicate clear business requirements aligned with WMC's strategic client reporting objectives, Advisor and Client needs and business value
• Prioritize and deliver features that empower Advisors to deliver superior client reporting experiences and streamline operational processes
• Collect Advisor feedback on usability, customization, and feature gaps, translate data insights into actionable product features, and monitor adoption and impact using key metrics
• Manage backlog refinement based on business value, market impact, and Advisor operational needs
• Actively participate in project meetings, sprint planning, and Agile ceremonies to set goals, clarify priorities, and drive progress
• Work with business stakeholders to develop training materials, documentation, and support resources for Advisor adoption
• Coordinate readiness and go-to-market activities, including field communications and training
• Support the day-to-day operations of WMC's client reporting applications and investigate field inquiries

What do you need to succeed?

Must have:

• Bachelor's degree in Finance, Business, or a related field
• 3+ years of experience in the wealth management industry and/or client reporting
• Detail-oriented with strong organizational and problem-solving skills
• Critical thinking discipline with ability to think outside the box and consider innovative approaches
• Excellent verbal and written communication, presentation, and interpersonal skills
• Ability to work effectively in situations involving rapid change and shifting priorities

Nice-to-have:

• CSC and CPH considered an asset
• Familiarity with reporting tools and data visualization platforms
• Experience defining, documenting, and managing business requirements in complex, stakeholder-driven environments
• Proven collaboration and change management skills
• French language skills considered an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

Business Analytics, Change Management, Client Centricity, Client Reporting, Collaboration, Critical Thinking, Cross-Functional Teamwork, Customer Trends, Interpersonal Relationship Management, Prioritization, Problem Solving, Product Development Lifecycle, Product Development Methodology, Product Services, Professional Presentation, Reporting Solutions, Results-Oriented, User Feedback, Wealth 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:

2026-04-13

Application Deadline:

2026-10-05

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 rage 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.