The Senior Manager of Document and Disclosures Strategy & Control Development leads the design, implementation, and governance of PBI's document management and disclosure control framework. This role ensures compliance, operational efficiency, and risk mitigation across PBI's documentation and regulatory disclosure processes, while driving strategic modernization, client experience enhancement, and organizational harmonization. The Senior Manager balances control rigor with digitization opportunities and client-centric innovation. Develop a forward-looking document and disclosure strategy that anticipates regulatory evolution, market trends, and technological advancement Identify and evaluate digitization opportunities to enhance client experience, reduce operational friction, and improve efficiency Lead transformation initiatives that leverage digital tools, automation, and modern platforms to modernize document and disclosure workflows Balance regulatory compliance requirements with client experience objectives Drive harmonization of document and disclosure practices across PBI business lines (personal banking, payments, savings and investments) Consolidate redundant processes and eliminate inconsistencies in documentation standards and control requirements Control Development & Implementation Build and enhance internal control systems for document management and regulatory disclosures across PBI business lines Design controls that embed client-centric principles and digitization capabilities into core processes Establish control testing protocols and remediation processes addressing key risks in client interactions, account servicing, and investment transactions Ensure controls address client protection, suitability documentation, know-your-client (KYC), and anti-money laundering (AML)



requirements Client Experience & Digital Strategy Evaluate digital disclosure solutions (e.g., eSign, digital statements, online account documentation) that improve accessibility and convenience Partner with digital transformation teams to ensure document strategies align with omnichannel client engagement initiatives Assess opportunities for self-service documentation and streamlined client onboarding through digital tools Regulatory & Compliance Leadership Monitor evolving regulatory requirements affecting PBI's document and disclosure practices (e.g., Collaborate with Compliance, Legal, and Risk teams to interpret and implement regulatory requirements Proactively identify emerging compliance risks and opportunities related to digitization and disclosure modernization Provide executive reporting to PBI leadership on control effectiveness, compliance status, emerging risks, and digitization progress Establish metrics and KPIs to measure control maturity, client satisfaction, operational efficiency, and digital adoption Monitor harmonization outcomes and identify opportunities for continuous improvement Stakeholder Management Partner with PBI business units, client-facing teams, digital transformation, legal, compliance, internal audit, and IT Communicate policy changes, digitization opportunities,



and harmonization initiatives to stakeholders across PBI Support organizational change management initiatives within PBI, building engagement around modernization advantages Engage with technology partners and vendors to evaluate emerging solutions in document management and digital disclosure Supports transformation efforts across PBI’s risk operating model. Helps implement updated standards and processes in PBI operating practices. Minimum of 10 years of relevant experience, including leadership of governance, risk, and compliance transformation Undergraduate degree Strong program management experience Superior written and verbal communication skills for senior audiences Deep knowledge of banking risk and compliance 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. Business Performance Management, Investment Banking Analysis, Investment Economics, Investment Management Systems, Investment Performance Measurement, Investment Risk, Investment Risk Management, Market Risk, Operational Risks, Performance Management (PM), Quality Management, Risk Management, Standard Operating Procedure (SOP) Full time PERSONAL & COMMERCIAL BANKING Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 Senior Manager (Toronto)
🏢 RBC
📍 Toronto