Senior Manager, Strategy & Investment Operations

RBCx; Toronto; On-site; CAD 120,000 - 170,000; Full time

Job summary

RBCx in Toronto seeks a Senior Manager to lead operational and strategic initiatives within Strategy & Investments. You will build financial models, develop business cases, and scale programs as the first dedicated operations hire.

You will partner with senior leaders across digital assets, M&A, fund operations, and portfolio oversight to drive governance, efficiency, and growth in a fast-paced financial services environment.

Qualifications

• CPA, CFA, or MBA designation required.
• 8+ years in finance, operations, or strategic roles within investment environments.
• Expert-level financial modeling and business case development.
• Advanced MS Excel and data analysis skills.
• Experience building forecasts, frameworks, and strategic analyses.
• Ability to influence across stakeholders and communicate with executives.

Responsibilities

• Develop comprehensive business cases for program launches and investments.
• Create and maintain financial models supporting investment decisions.
• Support annual financial planning and forecasting cycles.
• Collaborate across program areas to ensure alignment and governance.

Skills

Financial modeling

Business case development

Data analysis

Executive presentations

Strategic management

Program management

Requirements analysis

Workflow analysis

Education

CPA/CFA/MBA designation

Tools

MS Excel

Job description

About RBCx

RBCx pursues big, bold ideas and leverages RBC’s extensive experience, networks, and capital to help shape what’s next. Our four pillars – Banking, Capital, Platform, and Ventures – combine to support tech businesses of all sizes and stages, making us the go-to backer of Canadian innovation. Our people are our most valuable assets, so we invest deeply in ensuring RBCx isn’t just a place to work but a place to belong.

Job Description

What is the Opportunity?

RBCx is seeking a Senior Manager to serve as a foundational operational and strategic leader supporting the launch of several high-impact programs within the Strategy & Investments team. Reporting directly to the Senior Director, Strategy and Investment Operations, this role will be instrumental in establishing the operational, financial, and analytical infrastructure required to scale.

As a high-impact first hire, you will directly support the Senior Director across fund inception and ongoing operations, implementation of digital assets strategies, and other strategic initiatives. The successful candidate will blend deep financial modeling and business casing expertise with the ability to build and operate programs. Comfort with ambiguity and uncertainty, combined with adaptability and the willingness to wear multiple hats, will be critical to success in this role.

What Will You Do?

Business Casing & Financial Modelling

• Develop comprehensive business cases supporting program launches, enterprise transformation projects, M&A transactions, and investment funds, translating strategy into financial models and projections
• Create and maintain financial models supporting investment decisions, fund performance analysis
• Conduct pre- and post-implementation financial analysis to assess project impacts and identify optimization opportunities
• Manage annual financial planning and forecasting cycles for the Strategy & Investments team; track spend and analyze variances

Cross-Functional Operations & Enablement

• Act as a liaison across multiple program areas including digital assets, M&A, fund operations, and portfolio oversight to ensure seamless alignment
• Design and implement operating and governance models and policies that enable the effective operations of new initiatives
• Drive operational efficiencies through process improvements, automation identification, and best practice implementation
• Support strategic reporting and executive dashboards to provide visibility to leadership

Investment Operations & Performance Oversight

• Support the design and implementation of operational frameworks for new investment funds
• Contribute to fund administration activities, liaising with investor relations, fund administrators, finance, auditors, and legal teams
• Develop scalable infrastructure for investment operations, including data management systems and workflow automation
• Support the development of portfolio management systems to track performance, risk exposure, and value creation metrics
• Identify growth levers and support strategic initiatives to drive revenue and operational maturity across the portfolio

What Do You Need to Succeed?

Must-Have

• CPA, CFA, or MBA designation
• 8+ years of progressive experience in finance, operations, or strategic roles within investment environments, financial services, or growth-focused organizations
• Expert-level financial modeling and business case development expertise
• Advanced proficiency in MS Excel and data analysis
• Experience building financial forecasts, frameworks, and strategic analyses
• Strong ability to work collaboratively across stakeholder groups and lead without formal authority, including with senior leaders
• Comfort presenting to and communicating with executives
• Exceptional organizational and problem-solving abilities in fast-paced, ambiguous environments
• Ability to prioritize and manage multiple stakeholder requests simultaneously
• Strong cross-functional influence and collaboration skills
• Superior written and verbal communication skills with the ability to distill complex issues into clear, concise insights and compelling narratives
• Demonstrated bias for action and experience managing project-related work

Nice-to-Have

• Knowledge emerging strategies and regulator developments within the digital assets and tokenized money space
• Experience in consulting, venture/growth equity, or a large financial institution
• Experience with fund administration, fund-of-funds structures, or investment platform operations
• Exposure to fintech or innovation ecosystems
• Familiarity with M&A due diligence or corporate development environments

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.

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

If you’re looking for more information about RBCx, visit our website or connect with us on Twitter and LinkedIn. #RBCx

Job Skills

Business Cases, Business Needs Analysis, Business Process Design, Executive Presentations, Financial Analysis, Implementation, Model Development, Program Management, Requirements Analysis, Researching, Strategic Management, Strategy Development, Workflow Analysis

Additional Job Details

Address

20 KING ST W:TORONTO

City

Toronto

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-03

Application Deadline

2026-09-21

Note

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

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.