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Senior Manager, Advisory Operations – lead operations for client advisory accounts in Minneapolis, MN.
Manage 4-6 staff, drive process improvements, and oversee fee billing and risk mitigation for RBC Wealth Management.
What is the opportunity?
As Senior Manager of Investment Advisory for U.S. Wealth Management Operations, you will report directly to the Director of Operations and lead a dedicated team responsible for ensuring seamless operations of client advisory accounts, account administration including new account setup, terminations, fee billing and general updates to advisory accounts. This role will serve as the bridge between Operations, Advisory Products, and various Operations leadership at RBC.
What will you do?
- Escalation Resolution: Act as the senior point of escalation for complex operational issues requiring judgment beyond routine procedures
- Team Management: Supervise a team of 4-6 staff composed of operations managers and initiative managers, with downline support for operations associates
- Project Leadership: Lead operational improvement projects, manage resources, and coordinate with third-party vendors
- Process Oversight: Own and improve operational processes to reduce manual effort, errors, and risk; implement workflow enhancements
- Risk Mitigation Focus: Develop and maintain department procedures and Written Supervisory Procedures (WSP’s) as well as perform oversight.
- General Duties: Provide support with department volume metrics, staffing models, financial forecasts, audit requests, and budgets as required.
What do you need to succeed?
Must-have
Securities license 7 or 99 (or able to obtain license within 120 days)
Knowledge of Operations processes and service delivery frameworks
2-4 years in investment operations, fund administration, accounting or related roles
2+ years demonstrated and sound managerial experience leading and managing a team
Strong interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management.
Nice-to-have
Previous experience with Advisory business and Advisory billing across multiple platforms
Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
Experience with business transformation of Advisory billing, administration, and trading systems
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
The good‑faith expected salary range for the above position is $90,000 - $160,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company‑matching contributions; health, dental, vision, life and disability insurance; and paid time‑off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Adaptabilidad, Entrega operacional, Gestión de crisis, Gestión del tiempo, Gestión de relaciones interpersonales, Mejoras de procesos, Planificación a largo plazo, Resolución de problemas en grupo, Tareas delegadas, Toma de decisiones
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
Estados Unidos
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-07-09
Application Deadline:
2026-08-07
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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.
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RBC is presently inviting candidates to apply for this existing vacancy.
Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.