Journey Lead, Portfolio Management Transformation

3 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Journey Lead, Portfolio Management Transformation

**What is the opportunity?**

The Journey Lead role has full oversight and accountability for the successful running and deployment of the Portfolio Management transformational initiative in Wealth Management Canada. The Portfolio Management Transformational initiative focuses on delivery of a modern, integrated experience across the investor lifecycle that supports personalization of client experiences and money management. This is a multi-product, cross functional program and will span multiple teams. The Journey Lead focuses on the objectives of the overall program while removing impediments and empowering Product Owners, Program Management and Development roles to make decisions and execute against a defined roadmap. They will set the tone of the program culture and manage escalations regarding prioritization and budgeting. The role acts as an advocate for the user and their needs, by seeking ongoing and in-depth user engagement to inform and direct decision making and ensuring that change management is well defined and executed on before, during and after the program’s releases.

**What will you do**
- Develop and articulate clear strategy that aligns with WM Canada business priorities.
- Develop and maintain product roadmaps in conjunction with Product Owners and ensure they deliver on digital strategy objectives and align to business goals.
- Coordinate and work with leaders from cross-functional teams such as business, technology, operations, vendor, and consultant groups to achieve “Minimum Viable Product” (MVP) and future phases.
- Develop consensus and direct activities with key business teams such as procurement, legal, compliance, training, communications, change enablement, execution & delivery, research & design.
- Collaborate with Program Manager resources to ensure financial tracking and milestone deliverables are met or escalation/mitigation plans developed to resolve issues in a timely manner and with full transparency to stakeholders and program participants.
- Define and monitor Objectives and Key Results (OKRs) and specific program success metrics, ensuring that all stakeholders are bought in, and measurements are in place to track outcomes.
- Direct and conduct competitive analysis and user research to inform capability development and prioritization to achieve the desired advisor team experience.
- Support Product Owners' management of the product development from concept to delivery with the intent that Product Owners will take over full product management at the time of the initiative’s conclusion. Depending on the scope of the initiatives, the Journey Lead may be required to assume Product Owner responsibilities if required.
- Support Head of Advisor Experience and Head of Portfolio Management & Trading Applications to constantly seek opportunities to accelerate advisor experiences within your initiative’s focus and beyond by keeping informed of developments within other RBC product teams, business groups, operation, strategy, innovation teams and competitive or industry research.

**What do you need to succeed?**
**Must Have**
- Post-secondary education (University or College) or equivalent experience in a similar role.
- 5+ years of progressive experience in portfolio management (including portfolio accounting, modeling/asset management, and trading) from both investment and technology background
- Critical thinking discipline with ability to think outside the box and consider innovative new approaches
- Ability to articulate a strategy and roadmap
- Excellent team motivator
- Ability to work effectively in situations involving rapid change, shifting priorities, and ability to effectively manage multiple projects
- Problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements of complex processes/programs
- Excellent verbal and written communication, presentation, and interpersonal skills
- Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook)
- Proven collaboration and change management skills
- User engagement experience and methodology. Client experience mindset and holistic thinker understanding downstream implications.
- Project Management framework understanding and experience

**Nice to Have**
- WM Canada client servicing experience
- Digital product experience
- Agile Project Delivery experience
- Experience in a training or coaching capacit

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