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Strategic Onboarding Manager
2 months ago
Job Summary
Job Description
What is the Opportunity?
Design, coordinate, and implement a comprehensive onboarding experience for Investment Advisors, support staff, and clients at RBC Dominion Securities. This initiative will focus on creating a cohesive and streamlined experience that meets the needs of all stakeholders.
Key Responsibilities:
- Contribute to the growth and success of RBC DS by driving simplification, scaling opportunities, and developing partnerships with divisional, branch management, and senior leaders to enhance talent acquisition and transition efforts.
- Review and enhance the onboarding process to improve the client experience, incorporating key initiatives such as online registration, paperless elections, cash program selections, establishing liquidity, and total wealth registration and setup.
- Partner with field leadership to provide guidance and share experiences to support the onboarding experience for Investment Advisors, clients, and support staff.
- Assist in the onboarding of new Investment Advisors, their support staff, and clients, working with Branch Management Staff and HR support teams.
- Manage the onboarding team, including performance management, staffing, and other related tasks.
- Coordinate transition services for new hires with branch management, providing direct transition support and coordinating support with other business groups such as operations and training.
Requirements:
- Deep understanding of the business and ability to innovate and design a best-in-class onboarding experience.
- Knowledge and experience with DS branch management operations, processes, and systems.
- Forward-thinking and ability to collaborate and drive progress, results, and business goals.
- Proven ability to successfully implement strategic direction and communicate it among constituents.
- Strong people management skills with a focus on project management and execution, with the ability to lead cross-functional teams to effective solutions and implementations.
- Comprehensive understanding of both industry and firm rules and regulations.
- Proficient skills in Windows-based software products such as Word, Excel, Outlook, and MS Access.
Preferred Qualifications:
- Degree from an accredited university in Finance, Business, Economics, or related field.
- Strong multi-tasking and prioritization skills, with the ability to work under time pressure and meet deadlines.
What's in it for You?
RBC is committed to creating a work environment that is inclusive, diverse, and equitable. We believe that our employees are our greatest asset and are dedicated to providing opportunities for growth and development.
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
- 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 and geographies.
Job Skills:
Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team Management