Client Integration Manager
il y a 2 semaines
Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Client Integration Manager - Private Capital Services
What is the opportunity?
In this Client Integration (CI) team, you are a key client facing contact supporting clients from onboarding, through to business growth, product extension and client off boarding, helping drive overall client satisfaction, interoperability and growth in profitability.
You will partner with clients and internal stakeholders and be responsible for new client on-boarding, existing client fund launches, mergers, liquidation and off-boarding.
You will translate clients requirements into executable solutions, working with partners in Product, Operation, Coverage, Tax, DD and directly with Clients, AIFM, Notary, External Lawyers etc...
What will you do?
- Lead by example, embrace change, be honest speak up, build strong & enduring partnerships across the business and represent Client Integration function in front of all local stakeholders
- Present Client Integration roles & responsibilities at client prospect pitches and manage onboarding by client's geography / business type / hybrid models Managing Migrations In / Restructuring / Liquidation / Migration Out; execute with Onboarding Management, designing and implementing agreed service, in charge of coordination in between departments related to the onboarding.
- Define and Agree Business Transition Documents, Detailed Operating Model documents/Operating Memos & SLAs as required and organize liquidations and migration out, with supervision and linkage in between sales, legal, invoicing and ops, to ensure proper closure in the systems.
- New Business Tracker, PCS Database, other business databases handling/updating/redesign as required and be highly knowledgeable in the various RBC products and utilise cross selling opportunities during the onboarding process
- Assess the scale and complexity of the project and propose the appropriate operating model based on the outcome of this assessment
- Actively participate in the continuous improvement of the onboarding process by proposing concrete and pragmatic solutions and leading, as necessary, post implementation reviews.
- Ensure any potential depositary risks identified during the onboarding process are addressed and remediated with our depositary team.
- Manage risk and operate within RBC I&TS risk framework is a key part of the mandate: operational risks to be considered delivery risk, product risk, IT risk, people risk, processing & execution risk. Reputational risk if we fail to delivery client change or onboarding on time and within budget. Legal & Regulatory risk if the change negatively impact's RBC I&TS' business model
What do you need to succeed?
Must-have
- Strong leadership, relationship management, communications and partnership development capabilities and skills
- Creative, proactive, passionate with exceptional problem solving skills and attention to details
- Highly organised, selfmotivated and entrepreneurial with willingness to take initiatve and drive to deliver outstanding client service in a timely manner
- Ability to thrive in a fastpaced, independent, highpressure, corporate environment
- Ability to embrace organizational changes
- Proficient in MS Office and business software
- Pay due regard to the interests of customers and treat them fairly
- Experienced Onboarding practitioner with structured analysis/process techniques, conflict resolution and presentation skills.
- Good communication skills in both English and French
Nice-to-have
- Outstanding technical writing and verbal communications expertise
- Ability to absorb and analyze complex information and data, understand relevance, synthesize and summarize
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
- 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 highperforming team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Opportunities to building close relationships with clients
Job Summary
Enables marketing, client advi
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