Solution Partner

Posted 22 Days Ago
Be an Early Applicant
Wellington, NB
Senior level
Fintech • Insurance
The Role
The Solution Partner role at RBC Investor Services focuses on enhancing client success through strong engagement and digital adoption strategies. Responsibilities include designing client operating models, conducting gap assessments, supporting service delivery improvements, leading product roadmap presentations, and preparing for strategic client meetings.
Summary Generated by Built In

Job Summary

Job Description

What is the opportunity?

This role supports RBC Investor Services’ Strategic Partner clients from a digital adoption and execution perspective. It ensures client success through strong engagement and exceptional service. They are responsible for anticipating, understanding, and addressing the clients’ needs. They must also build strong relationships across the various groups that support our clients, including Operations, Client Management, Product, Risk, Technology…critical to the end-to-end client lifecycle. With a consultative, solutions-oriented approach; they will be expected to demonstrate initiative, energy, and superior execution in growing and maintaining their assigned relationships.
 

What will you do?

  • Own the client operating model design, change management and execution
  • Develop a greater understanding of client strategy & efficiency improvement opportunities.
  • Support clients through execution-oriented service delivery and improvements
  • Conduct gap assessments to identify client specific opportunities to improve and drive digital adoption
  • Analytics of client data to drive improved experience and improved financial results
  • Lead and support client on all operating model change/design and execution discussions/planning. This will include leading any product additions that change a clients operating model (ex onboarding GC Direct, CLS, migrating to Swift)
  • Lead and own` annual product roadmap client presentations including the coordination of agendas, materials and both internal and client participants
  • Provide support and participate in the Quarterly Service Review preparation and execution including providing inputs for the creation of materials such as scorecards and KPI data
  • Provide support for and participate in key client strategic meetings including annual Client Due Diligence presentations
  • Preparation and ownership of regularly occurring client monthly meetings - coordinate schedules, accountabilities and target dates for all client initiatives are clearly communicated.

What do you need to succeed?

Must-have

  • 7+ years of work experience within the Asset Servicing or Asset Management space
  • Experience with creating and executing digital adoption strategy.
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  • Experience and familiarity operations such as Trade and Cash Processing, Fund Administration, Middle Office and Transfer Agency
  • Experience with Data analytics
  • Bachelor's degree in related field of finance or business
  • Advanced MS Excel, PowerPoint and Word skills are required
  • Exceptional written and verbal communication abilities.
  • Analytical and problem solving skills
  • Excellent client relationship building skills

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.

  • Excellent exposure to communicate with various business partners and stakeholders in RBCIS and within other platforms as appropriate
  • Opportunity to obtain hands-on experience throughout your role
  • Working with an exciting, close-knit, supportive & dynamic group
  • Opportunity to collaborate with other business segments within the bank
  • Excellent career development and progression opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation

Job Skills

Adaptability, Communication, Decision Making, Detail-Oriented, Group Problem Solving, Personal Initiative, Product Services, Service Request 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:

2024-10-29

Application Deadline:

2024-11-12

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

The Company
HQ: Toronto, Ontario
88,000 Employees
On-site Workplace

What We Do

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.‎

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.

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