Manager, Advisor Desktop Experience
Top Benefits
About the role
Job Description
What is the Opportunity?
Wealth Management Canada (WMC) is on a journey to transform the end-to-end Advisor Desktop Experience to enable our teams to focus on what matters most: providing our clients with the AA experience. As part of the end-to-end experience, Salesforce will be the central hub for our Advisors, connecting capability across client servicing, portfolio management, planning, and partnering with other businesses (e.g. DS, PH&N, RT, Insurance, Family Office Services).
The platform will deliver a simplified Advisor Desktop Experience powered by intelligence, enabling seamless client service, business growth, and productivity for teams.
As a Manager, Advisor Desktop Experience – you will bring your deep field experience to champion product development in close collaboration with intake, product leads, advisors and associates, boards, technology and other internal teams.
What will you do?
- Work collaboratively with each product lead to be the voice of the business for each journey in ADX
- Attend conferences, be the first line contact for the field for general inquiries and organize branch visits to continuously gather input as we progress, while updating the field on key functionality released
- Capture field feedback, enhancement requests and insights and work closely with intake and support to tie in requirements and feedback prioritization by providing a business lens to product decision making
- Continuously educate the entire delivery team on the why, while maintaining strong relationships across training, change, IAAB and champions in the field
- Closely collaborate with the ADX leaders to ensure alignment with the overall product strategy and goals to help deliver an elevated client experience
What will you need to succeed?
Must-Have
- In-depth knowledge and understanding of the wealth management industry
- In-branch Retail Brokerage experience with a strong understanding of business applications, processes and tasks
- Digital forward mindset for transforming the digital experience for advisors and associates
- Hands-on user experience on Salesforce, ideally as an associate
Nice to Have
- Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a group of stakeholders
- RBC Organizational Awareness
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 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.
About RBC
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 94,000+ 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 more than 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. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Manager, Advisor Desktop Experience
Top Benefits
About the role
Job Description
What is the Opportunity?
Wealth Management Canada (WMC) is on a journey to transform the end-to-end Advisor Desktop Experience to enable our teams to focus on what matters most: providing our clients with the AA experience. As part of the end-to-end experience, Salesforce will be the central hub for our Advisors, connecting capability across client servicing, portfolio management, planning, and partnering with other businesses (e.g. DS, PH&N, RT, Insurance, Family Office Services).
The platform will deliver a simplified Advisor Desktop Experience powered by intelligence, enabling seamless client service, business growth, and productivity for teams.
As a Manager, Advisor Desktop Experience – you will bring your deep field experience to champion product development in close collaboration with intake, product leads, advisors and associates, boards, technology and other internal teams.
What will you do?
- Work collaboratively with each product lead to be the voice of the business for each journey in ADX
- Attend conferences, be the first line contact for the field for general inquiries and organize branch visits to continuously gather input as we progress, while updating the field on key functionality released
- Capture field feedback, enhancement requests and insights and work closely with intake and support to tie in requirements and feedback prioritization by providing a business lens to product decision making
- Continuously educate the entire delivery team on the why, while maintaining strong relationships across training, change, IAAB and champions in the field
- Closely collaborate with the ADX leaders to ensure alignment with the overall product strategy and goals to help deliver an elevated client experience
What will you need to succeed?
Must-Have
- In-depth knowledge and understanding of the wealth management industry
- In-branch Retail Brokerage experience with a strong understanding of business applications, processes and tasks
- Digital forward mindset for transforming the digital experience for advisors and associates
- Hands-on user experience on Salesforce, ideally as an associate
Nice to Have
- Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a group of stakeholders
- RBC Organizational Awareness
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 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.
About RBC
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 94,000+ 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 more than 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. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.