Transition Services Conversion Lead

What is the opportunity?

As a Conversion Lead in Transition Services with RBC Wealth Management, you will be the first point of contact with new firms and will be responsible for the overall onboarding project. The Conversion Lead will interpret, understand and document client business requirements and communicate the needs internally while managing the project scope, and timeline. The Conversion Lead will also direct and manage resources required to complete work outlined in the project plan and complete the plan on time within the framework of the implementation process. For exiting firms, the Conversion Lead will be responsible for managing the project scope and timeline as well. The Conversion Lead must be able to oversee multiple projects as needed.

If you are looking for a challenging role within a growing organization, we want to hear from you!

What will you do?

Act as project lead on Operations conversions activities for assigned retail or correspondent conversions to ensure completion in a timely, accurate and efficient manner.

Act as relationship manager with new correspondent firms to ensure ongoing coordination, service, and communication are provided on conversions activities.

Hold weekly status update meetings with the client and representatives from stakeholder groups and provide weekly meeting agendas and minutes.

Interpret and understand client’s business and project requirements and using a solution based approach and leverage process change to address client challenges.

Communicate effectively with the client and internal teams regarding roadblocks, risk assessments and high level milestone highlights.

Manage the project timeframe with overall accountability, providing regular updates/reporting to project stakeholders and the client. Monitor project quality, and ensure project remains on schedule and within scope. Strive to continuously improve project management policies, procedures and best practices.

Perform detailed quality checks on documents, manage correction of errors and confirm project specific compliance of client guidelines.

Conduct project post-mortems and create recommendations based on lessons learned and identify both successful and unsuccessful project elements and establish best practices for project execution.

What do you need to succeed?

Must-have

High school diploma or equivalent plus 3 to 4 years of industry experience in financial services.

Series 99 or 7 Licensed or ability to obtain within 120 days of starting position.

Demonstrated project management and organizational skills.

Exhibits resourcefulness, an analytical approach to problem solving, strategic thinking, and proactively offers solutions

Well-organized and detail oriented with the ability to set goals and successfully achieve them on schedule

Nice-to-have

Experience in financial services, information systems, customer service, finance or accounting.

Bachelor’s degree or higher.

Strong interpersonal, communication, and collaboration skills.

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.

Client First: We will always earn the right to be our clients’ first choice

Collaboration: We win as One RBC

Accountability: We take ownership for personal and collective high performance

Diversity & Inclusion: We embrace diversity for innovation and growth

Integrity: We hold ourselves to the highest standards to build trust

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY

City: Minneapolis

Address: 60 South 6th Street

Work Hours/Week: 40

Work Environment: Office

Employment Type: Regular – U.S.

Career Level: Experienced Hire/Professional

Pay Type: Salaried

Required Travel (%): 0

Exempt/Non-Exempt: Exempt

People Manager: No

Application Deadline: 2018-06-29

Req ID: 162769

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