What is the Opportunity RBC Investor Services delivers critical services to the Investment Management and Broker/Dealer industries, including Trusteeship, Recordkeeping, Fund Accounting, and operational support functions.
Reporting to the Director, Business Management & Optimization, you will lead initiatives that improve how Fund Administration operates through business transformation, process improvement, automation and artificial intelligence.
What will you do? Lead transformation, AI and automation initiatives from problem definition and business case development through delivery, implementation and adoption.
Evaluate opportunities and recommend appropriate solutions, including process redesign, analytics, automation or AI, based on business value, feasibility and risk.
Translate business needs into clear requirements, process maps, user stories and acceptance criteria to support development and testing.
Develop practical solutions using approved tools, where appropriate, and partner with technology and development teams on solutions requiring additional engineering, integration or production support.
Coordinate stakeholders, milestones, dependencies and decisions, taking ownership of progress and escalating issues with clear recommendations.
Work with relevant partners to meet requirements for data protection, information security, operational controls, testing and deployment.
Support implementation through user testing, training, documentation and clear arrangements for ongoing ownership and maintenance.
Establish baseline measures and track results, including time savings, capacity improvements, reduced errors, stronger controls and user adoption.
Introduce fresh perspectives,



challenge existing approaches constructively and help colleagues identify practical applications of AI and automation.
Work collaboratively with Fund Accounting, AIS, Pricing, Tax Reporting, and Financial Reporting teams to understand pain points and develop solutions
Partner closely with the Data and Digital team to design, scope, and implement technology-driven solutions
Foster collaborative relationships across teams and functions to support initiative success
What will you need to succeed? Must-have:
5+ years of operations experience in financial services, ideally in asset servicing or investment management
Demonstrated experience with project management and/or change management
Excellent communication and presentation skills
Tech-savvy with ability to easily learn new technologies
Self-starter mindset with high motivation and initiative
Ability to work effectively with cross-functional teams and multiple stakeholders
Demonstrated leadership potential with ability to influence without direct authority
Nice-to-have:
A CPA, CFA designation or MBA.
Consulting background or Big 4 experience (Deloitte, PwC, EY, KPMG)
Hands-on experience with Python, SQL, APIs, workflow automation or low-code development platforms.
Experience applying generative AI to business processes, including evaluating output quality,



limitations and appropriate human review.
Experience with AI or emerging technology implementation
Knowledge of fund administration systems and processes
Project management certification (PMP)
Change management certification
Background in regulatory compliance or risk management within financial services
Experience collaborating with data science or technology teams
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.
High-visibility role working with senior leadership across the organization
Opportunity to drive meaningful operational transformation and innovation
Exposure to cutting-edge technologies including AI and automation
Diverse, challenging work spanning multiple operational areas and technology partnerships
Ability to influence strategy and shape the future of Fund Administration operations
Team development and mentoring opportunities
Involvement in strategic initiatives with significant business impact
Competitive compensation and comprehensive Total Rewards Program including bonuses and flexible benefits
Career development opportunities in emerging technologies and change management
Job Skills Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk Management, Talent Management Additi

#J-18808-Ljbffr

📌 Manager, Business Management & Optimization (Ontario)
🏢 Royal Bank of Canada
📍 Ontario