Onboarding Project Manager - Clearing & Custody

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision insurance

Paid time off

Career development coaching

Job summary

RBC Capital Markets, LLC is seeking an Onboarding Project Manager to oversee the conversion of new advisors and firms onto the RBC Clearing & Custody platform. You will manage a portfolio of onboarding initiatives, coordinating with clients, vendors, and internal teams to deliver a smooth transition from contract sign-off to post-conversion hand-off to client services.

You will leverage your relationship-building and project-management experience to minimize impact on clients, advisors, and

Qualifications

• 3 years of relevant experience in financial services with proven project management success.
• Relationship management and interpersonal skills with a client-first mentality.
• Ability to communicate effectively, both verbally and in writing.
• Excellent organizational skills and high attention to detail.

Responsibilities

• Lead, manage and prioritize a portfolio of onboarding projects at various stages.
• Collaborate with the firm and all stakeholders to ensure the best client experience from initiation to post-conversion hand-off.
• Serve as the project leader and escalation point for issues within the project.
• Apply project management fundamentals to maintain accountability, scope and schedule.
• Ensure overall project quality including documentation, reporting, and responsiveness.
• Gather, organize, track and report on assumptions, status, dependencies and risks using RAID.
• Collaborate with the business development team to identify client needs and determine conversion timing.

Skills

Project management

Relationship management

Communication

Organizational skills

Job description

Job Description

What is the opportunity?

The Clearing & Custody group is hiring! As an Onboarding Project Manager, you will be responsible for all project management activities related to converting new advisors and firms onto the RBC Clearing & Custody platform. Using your relationship management skills, you will gain an understanding of each firm's unique business needs and then partner with internal RBC resources and 3rd party vendors to ensure the best possible experience for the transitioning firm. Your client first mentality and project management experience will allow you to focus on minimizing client, advisor, firm and back office impact while delivering a seamless onboarding experience.

What will you do?

• Lead, manage and prioritize a portfolio of on-boarding projects at various stages of implementation, each with unique business needs.
• Work closely with the firm and all project stakeholders to ensure the best possible client experience for new firms, from project initiation (contract signing) through to a post conversion warm hand-off to the client service team at the appropriate time.
• Serve as the business unit project leader (aka "voice of the project") and act an escalation point for issues arising within the project.
• Apply the fundamentals of the project management framework to ensure accountability, visibility, scope, and schedule is maintained on each project.
• Ensure overall project quality including but not limited to guaranteeing that documentation, communication, reporting, issue escalation and responsiveness is maintained at a high level.
• Gather, organize, track and report to clients, vendors, and internal partners on project assumptions, status, dependencies and risks using a RAID based approach.
• Collaborate with the RBC Clearing & Custody business development team to identify unique client needs and work with internal & external stakeholders to determine conversion timing / availability.

What do you need to succeed?

Must-have

• 3 years of relevant experience in the financial services industry including proven success with project management
• Relationship management and interpersonal skills with a client first mentality.
• Ability to communicate effectively; both verbally and in writing.
• Excellent organizational skills and a high attention to detail.

Nice-to-have

• Familiarity with RBC platform and technology offerings
• Series 99 or 7 licenses
• Previous experience in brokerage operations or other related experience
• Experience in clearing industry or independent financial advisor space
• Thorough understanding of asset transfer process.

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.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

• Business Oriented
• Collaboration
• Communication
• Group Problem Solving
• Long Term Planning
• Meeting Management
• Onboarding
• Organizational Change Management
• Project Initiation
• Project Management
• Resource Coordination
• Results-Oriented
• Timeline Management
• Time Management

Additional Job Details

Address: 250 NICOLLET MALL:MINNEAPOLIS

City: Minneapolis

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-08

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.