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The Chief Administration Office (CAO) supports the Wealth Management Europe (WME) business lines through three core principles. Protect implements and embeds effective first-line controls and processes within the Advice business to ensure good client outcomes from the outset. Sustain acts as the first point of contact between Front Office and Client Facing Teams, identifying and triaging issues that impact business productivity, efficiency, and performance against KPIs and KRIs. Grow identifies process-related opportunities to increase capacity for Client Facing Teams to pursue new business, including ensuring high-quality data availability, delivering front office change projects, and providing training. The Wealth Business Engagement Manager supports the Wealth Business Engagement Senior Manager and the Head of Business Engagement in achieving the strategic objectives set by the Wealth Management Europe (WME) leadership team, by maintaining focus on efficiencies and actively seeking tools to innovate and improve capabilities within the Client Facing Teams (CFT). We are looking for someone with good wealth management knowledge, who is diligent at identifying process or system gaps and finding innovative solutions. You will have strong stakeholder management experience, the ability to analyse data, have strong communication skills and the ability to influence others. This is a permanent, full-time role and requires 4 days in the office. Applicants can be based within a commutable distance to any of the RBC BD office network.
Job Responsibility:
Represent the Business Engagement team in change projects/initiatives, data remediation, governance, business forums and focused working groups
Work with colleagues throughout the business to ensure system and process changes are implemented with due consideration of the requirements of CFT
Produce CFT support material for data remediation projects
Produce draft communications as well as stakeholder and MI summary packs
Lead commination channels with CFTs including: Teams Calls, Teams Chat, Drop into office / regional calls to update on Change and Data projects
Work with stakeholders to support adoption of changes to systems and business processes within the branch network
Manage escalations which are either raised by the CAO team or wider business functions to conclusion
Working closely with the other CAO teams, partner with the business to identify and triage issues limiting business productivity, efficiency and overall performance and embed operational workflows and methodology in partnership with the Regional Business Managers and Office Managers
Work with the CAO Senior Managers to enhance management reporting to deliver insights to determine root causes of issues, create tactical and strategic solutions in partnership with the client facing teams and corporate functions to improve processes and update systems to improve client outcomes
Ensure there is a consistent approach across operational and compliance initiatives, communicate clear priorities and help to identify and implement new processes to improve the efficiency of the business
Supporting the CFTs by participating in change initiatives to ensure that the CFTs priorities and requirements are represented, and change projects / initiatives are implemented smoothly
Facilitating the implementation / adoption of other centrally driven projects and initiatives, feeding back constructive challenges from CTTs to central teams where appropriate
Ensure that data quality standards are established and maintained / identify data quality issues with a resolution path / lessons learned being developed, triaged, and tracked
Creating transparency and visibility to the CFTs by tracking implementation of projects, processes, and other central initiatives
Requirements:
Proven experience within the financial services sector, ideally within a wealth management environment
Proven experience in a role with comparable responsibilities
Understanding of end-to-end business processes and technological impact on relevant areas
Up to date knowledge of the regulatory environment and the challenges affecting Wealth Management
Ability to travel to UK branch locations as required to support engagement activities
An eagerness to utilise AI to create efficiencies in the organisation and be innovative with solving problems
What we offer:
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team