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 an #

📌 Senior Manager - Disclosure Transformation & Controls (Toronto)
🏢 Royal Bank of Canada
📍 Toronto