Senior Manager, Business and Program Management

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Toronto seeks a strategic project manager to lead client management initiatives in their digital investing division. Candidates should have strong communication skills, proficiency in SQL and Excel, and experience with Salesforce. This role offers opportunities for leadership and personal development within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for professional development

Qualifications

• Strong communication (written and verbal) skills.
• Strong knowledge of Excel, PowerPoint, and analytical tools.
• Experience with Salesforce, including Sales & Service Cloud.

Responsibilities

• Own the creation and evolution of sales team reporting and analysis.
• Identify and implement opportunities to improve business reporting.
• Conduct strategic analysis and produce materials for project development.

Skills

Strong communication skills

Strong interpersonal skills

Strong presentation skills

Strong knowledge of Excel

Proficiency with SQL

Proficiency with Python

Proficiency with R

Experience with Salesforce

Advanced problem solving skills

Tools

Salesforce

Excel

PowerPoint

Job description

Job Description

What is the opportunity?

Become part of RBC Direct Investing, a leading-edge digital investment business undergoing significant transformation.

You will be directly responsible for the strategic direction, administration, coordination and delivery of all client management, data requirements and initiatives supporting the RBCDI & IE sales, distribution and portfolio advisory teams. This role offers a structured leadership and personal development opportunity with high exposure to senior and executive leadership levels of the business.

You will be responsible for development and delivery of major change, take ownership of individual projects overseeing all aspects of project design and delivery, from inception through implementation, while keeping business strategy and key objectives top of mind.

What will you do?

• Own the creation and evolution of DI & IE sales team reporting and analysis, including development and management of data gathering requirements, data handling and controls. Providing the business the insights and information required to make timely and informed decisions.
• Identifying and implementing opportunities to improve line of site on business results and data integration in reporting used by partners and stakeholders
• Responsible for identifying business opportunities and prioritizing initiatives through analyses of business performance and market opportunity
• Conduct strategic analysis and produce required materials (i.e. business case) to aid in project development and approval. Mobilize, design, lead and wind down individual strategic projects owning the targets and key business outcomes of the assigned project(s)
• In partnership with various domain leaders, lead the development and refinement of long-term execution plans
• Contribute to successful project phase completion within budget and on time by identifying risks developing/recommending mitigation strategies. Proactively identify and manage all risks related to delivery and attainment of the intended business outcomes. Maintain strong functional relationships with the key stakeholders and groups
• Maintain an in-depth understanding of the RBC Direct Investing business and the competitive environment to identify opportunities for additional products & services, and workflow improvements through technology or other means
• In partnership with leadership and relevant teams, accountable for the tactical decision making on behalf of the business during business requirements, design, and development phases.

What do you need to succeed?

Must haves:

• Strong communication (written and verbal) and interpersonal skills, with emphasis on stakeholder management and obtaining buy in from various teams and seniority levels
• Strong presentation skills and ability to provide clear and concise communications to senior leaders
• Strong knowledge of Excel/Powerpoint
• Proficiency with SQL, Python, R, or other equivalent analytical tools
• Experience with the Salesforce platform, its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud
• Advanced problem solving and analytical skills and innate comfort with numbers

Nice-to-have:

• 3+ years of SF Platform experience, Salesforce configuration, customization and development using Salesforce.com
• Hands-on experience with the Lightning platform including APEX coding, Lightning Web Components, API’s and Salesforce Data Model
• Strong knowledge of investment products and services
• Strong knowledge of brokerage and investment applications

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

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.