Associate, Client Insight & Data Delivery

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Associate, Client Insight & Data Delivery

mid · Asset Management

Job Description

What is the opportunity?

Join RBC Investor Services as a Associate, Client Insight, will be managing client initiatives from conception through successful implementation. This role combines client engagement, requirements analysis, and cross-functional coordination to deliver tangible value while deepening RBC's understanding of client needs and strengthening partnership relationships.

In this role, you will manage end-to-end delivery of client-sponsored projects and initiatives, ensuring projects are scoped accurately, and delivered with excellence. This includes acting as the primary client interface while orchestrating internal resources and external partners to achieve project objectives

What will you do?

• Serve as the primary point of contact for assigned client-funded projects
• Conduct detailed scoping sessions to understand project objectives, success criteria, timelines, and resource constraints
• Facilitate kick-off meetings to establish expectations, governance, and communication protocols
• Lead comprehensive requirements gathering sessions or discovery sessions with client stakeholders to business objectives and desired outcomes, current state processes and pain points and desired future state workflows and capabilities
• Translate client requirements into business requirements for RBC teams (operations, technology, data, product)
• Evaluate RBC's product offerings against client needs, and if applicable, communicate solution options and recommendations to clients
• Collaborate with internal teams across multiple functions and assess feasibility and identify implementation approach and identify dependencies, risks, and mitigation strategies
• Engage external vendors or technology partners required to deliver the project and facilitate client sign-off and acceptance of completed deliverables

What do you need to succeed?

Must haves:

• 5+ years in Asset Servicing or Asset Management
• Proven track record creating and executing digital adoption strategies
• Strong understanding of data requirements, including data governance, reporting, analytics, and translating business needs into actionable data solutions
• Proven experience working directly with asset managers and C-suite stakeholders with the ability to build trusted relationships and communicate effectively across senior leadership teams
• Bachelor's degree in Finance, Business, or related field
• Exceptional written and verbal communication abilities
• Strong analytical and problem-solving capabilities

Nice-to-have:

• Excellent client relationship building skills
• Client relationship management experience
• Project management experience
• Consultative, solutions-oriented mindset

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.

Job Skills

Additional Job Details

Address:

City:

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Employment Type:

Platform:

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Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.