Senior Associate, Solutions Enablement & Onboarding Lead

Royal Bank of Canada; City Of London; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Royal Bank of Canada in London is seeking a Senior Associate to lead onboarding for advisers and clients, spanning RBC Brewin Dolphin and RBC WME. You will mentor colleagues, improve operational processes, and drive world-class client experiences while balancing leadership responsibilities in a role with up to one day remote work weekly.

The position emphasizes ownership of onboarding lifecycles, stakeholder collaboration, and continuous process enhancement within a dynamic wealth-management

Qualifications

• Management and project experience essential.
• Demonstrable experience leading in a team environment.
• Track record of improving processes and providing constructive feedback.
• Collaborative and inclusive approach to work, a true team player with the ability to develop and maintain effective working relationships.

Responsibilities

• Implementing the onboarding lifecycle, for all client types including HNWIs, corporates, trusts, and charities.
• Building trust with internal stakeholders to give them confidence in the process and enhance the clients' experience.
• Acting as a contact for internal partners and clients, providing full expert support and assistance with day-to-day banking and operational requirements.
• Report Pod activities, performance metrics, and key updates to the SET Manager on a weekly basis, ensuring transparency and alignment with wider organizational goals.
• Lead daily Pod Calls to discuss priorities, challenges, and progress, fostering a collaborative and focused team environment.
• Work with the Manager and business partners to give feedback on ways to improve the process as well as helping to identify training needs of the broader advisor community to enhance and support client service.
• Serve as a mentor to Pod members, providing guidance, feedback, and support to enhance their professional development and performance, aligning to RBC's values of integrity and collaboration.
• Oversee the initial and ongoing training of Pod members, ensuring they are equipped with the necessary skills and knowledge to excel in their roles.
• Develop and update procedures to streamline workflows and ensure compliance and maintain operational efficiency.
• Act as the first point of escalation for issues within the Pod, providing timely and effective resolution.
• Lead the correction of Operational Risk Events (OREs) in collaboration with Pod members, ensuring accurate documentation via Open Pages reports.
• Take ownership of complex referrals assigned to the Pod, demonstrating expertise and leadership in resolving more intricate cases.
• Provide actionable feedback on day-to-day operations, leveraging frontline insights to identify opportunities for improvement.
• Complete testing for projects on an ad hoc basis to continue to drive broader process improvements.
• Integral to
• work with the
• SET Manager to ensure this aligns to workload.

Skills

Management

Project management

Team leadership

Process improvement

Stakeholder management

Communication

Microsoft Office

OpenPages

Tools

Microsoft Office

OpenPages

Job description

Royal Bank of Canada in London is seeking a Senior Associate to lead onboarding for advisers and clients, spanning RBC Brewin Dolphin and RBC WME. You will mentor colleagues, improve operational processes, and drive world-class client experiences while balancing leadership responsibilities in a role with up to one day remote work weekly.

The position emphasizes ownership of onboarding lifecycles, stakeholder collaboration, and continuous process enhancement within a dynamic wealth-management