Associate Director, Client Solutions
Top Benefits
About the role
What is the Opportunity? We are seeking an Associate Director, Client Solutions to drive strategic initiatives and enhance our Fund Administration services. This is a high impact role requiring a strong understanding of fund administration along with a strategic mindset to support business development efforts with clients and prospects while closely collaborating with operations and technology teams to contribute to the ongoing evolution of our strategy.
The role is responsible for designing, enhancing and delivering fund accounting and administration services to institutional clients, including investment managers, insurance companies, pension plans and fund manufacturers. Acting as product owner and subject matter expert, this role collaborates across operations, technology and business development teams to support client onboarding, product development, regulatory change initiatives, and continuous service evolution. This mandate includes shaping client-centric solutions, supporting initiatives that improve scalability and competitiveness, and representing this product domain in RFPs, client due diligence and industry forums.
What Will you Do?
- Partner with clients to understand their needs and translate them into scalable solutions.
- Collaborate with business development and relationship management teams to define and position offerings in response to client needs and market trends
- Support client transition and onboarding, ensuring operational readiness and alignment with proposed solution
- Lead the design and development of target operating models for Fund Accounting & Administration
- Contribute to overall product roadmap by identifying opportunities to enhance service delivery, data integration, reporting, or oversight capabilities.
- Contribute to design and implementation of service enhancements
- Lead the business casing and project initiation for product-led changes.
- Contribute to strategic initiatives such as new services, platform upgrades, automation initiatives, digital client experience, or regulatory enhancements.
- Support internal risk assessments, audits, and controls for fund administration services
- Maintain deep understanding of financial reporting and regulatory requirements and valuation principles.
- Collaborate with regulatory and compliance teams to monitor and interpret changes in Canadian regulations and assess impact on service and clients.
- Participate in deal review committee to represent product in review of new business opportunities
- Participate in client meetings, due diligence sessions, and RFP presentations to communicate product capabilities
- Draft client facing documentation such as service descriptions, onboarding plans and operating model diagrams in partnership with client onboarding and business development
- Support client facing teams for regulatory questions or complex operational questions related to fund accounting
What do you need to Succeed?
Must Have
- 7-10 years’ experience in fund administration within an asset servicer or asset manger
- Solid experience in fund accounting and administration with exposure to alternatives, insurance, pensions, tax, financial reporting.
- Strong understanding of Canadian fund structures and regulatory landscape including IFRS, NI81-106, NI81-102, and OSC, FRSAO, OSFI guidelines
- Excellent communication and stakeholder management skills with the ability to effectively collaborate with and influence cross-functional teams
- Strategic thinker with strong problems solving skills
- Genuine curiosity and client empathy, anticipating pain points and designing proactive solutions
Nice to have
- prior experience in product roles within asset servicing or asset management
- CPA. CFA, CAIA considered an asset
- Experience with alternative platforms
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 Investor Services and within other platforms as appropriate
- 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 Business Case Design, Communication, Critical Thinking, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Product Development Lifecycle, Product Development Methodology, Product Services, Results-Oriented
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:
2025-09-15
Application Deadline:
2025-09-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Associate Director, Client Solutions
Top Benefits
About the role
What is the Opportunity? We are seeking an Associate Director, Client Solutions to drive strategic initiatives and enhance our Fund Administration services. This is a high impact role requiring a strong understanding of fund administration along with a strategic mindset to support business development efforts with clients and prospects while closely collaborating with operations and technology teams to contribute to the ongoing evolution of our strategy.
The role is responsible for designing, enhancing and delivering fund accounting and administration services to institutional clients, including investment managers, insurance companies, pension plans and fund manufacturers. Acting as product owner and subject matter expert, this role collaborates across operations, technology and business development teams to support client onboarding, product development, regulatory change initiatives, and continuous service evolution. This mandate includes shaping client-centric solutions, supporting initiatives that improve scalability and competitiveness, and representing this product domain in RFPs, client due diligence and industry forums.
What Will you Do?
- Partner with clients to understand their needs and translate them into scalable solutions.
- Collaborate with business development and relationship management teams to define and position offerings in response to client needs and market trends
- Support client transition and onboarding, ensuring operational readiness and alignment with proposed solution
- Lead the design and development of target operating models for Fund Accounting & Administration
- Contribute to overall product roadmap by identifying opportunities to enhance service delivery, data integration, reporting, or oversight capabilities.
- Contribute to design and implementation of service enhancements
- Lead the business casing and project initiation for product-led changes.
- Contribute to strategic initiatives such as new services, platform upgrades, automation initiatives, digital client experience, or regulatory enhancements.
- Support internal risk assessments, audits, and controls for fund administration services
- Maintain deep understanding of financial reporting and regulatory requirements and valuation principles.
- Collaborate with regulatory and compliance teams to monitor and interpret changes in Canadian regulations and assess impact on service and clients.
- Participate in deal review committee to represent product in review of new business opportunities
- Participate in client meetings, due diligence sessions, and RFP presentations to communicate product capabilities
- Draft client facing documentation such as service descriptions, onboarding plans and operating model diagrams in partnership with client onboarding and business development
- Support client facing teams for regulatory questions or complex operational questions related to fund accounting
What do you need to Succeed?
Must Have
- 7-10 years’ experience in fund administration within an asset servicer or asset manger
- Solid experience in fund accounting and administration with exposure to alternatives, insurance, pensions, tax, financial reporting.
- Strong understanding of Canadian fund structures and regulatory landscape including IFRS, NI81-106, NI81-102, and OSC, FRSAO, OSFI guidelines
- Excellent communication and stakeholder management skills with the ability to effectively collaborate with and influence cross-functional teams
- Strategic thinker with strong problems solving skills
- Genuine curiosity and client empathy, anticipating pain points and designing proactive solutions
Nice to have
- prior experience in product roles within asset servicing or asset management
- CPA. CFA, CAIA considered an asset
- Experience with alternative platforms
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 Investor Services and within other platforms as appropriate
- 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 Business Case Design, Communication, Critical Thinking, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Product Development Lifecycle, Product Development Methodology, Product Services, Results-Oriented
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:
2025-09-15
Application Deadline:
2025-09-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.