Director, Wealth Management Strategy

Job Description

What is the opportunity?

In the role of Director, Wealth Management Strategy, you will play a key role in supporting the development and advancement of Wealth Management’s global strategic agenda. Working closely with the Senior Director of Wealth Management Strategy and senior business leaders, you will help identify strategic opportunities, analyze complex business challenges, and develop insights that inform decision‑making across the Wealth Management platform. You will bring an external perspective on industry trends, competitive dynamics, and emerging business models while leveraging advanced analytics and AI‑enabled tools to generate deeper insights and accelerate strategic decision‑making.

This role sits at the center of the Wealth Management organization, providing rigorous analysis, strategic insight, and thought leadership to support the development of key strategic priorities.

What will you do?

Lead the development and execution of key strategy initiatives that support the Wealth Management business objectives, including growth opportunities, productivity improvements, and operating model enhancements. Proactively identify opportunities to drive revenue growth, advisor productivity, cost efficiencies, and client experience improvements, while ensuring alignment with risk management and enterprise priorities. Conduct comprehensive analysis using structured problem‑solving frameworks, financial modeling, and data‑driven insights to develop robust strategic recommendations. Develop and deliver executive‑level presentations that influence business partners and senior leaders, helping align stakeholders and mobilize action. Partner with leaders across Wealth Management, Technology, Product, Operations, Finance, and Enterprise Strategy to design and implement strategic initiatives. Lead working sessions, strategy workshops, and problem‑solving discussions with cross‑functional teams to drive alignment and accelerate decision making. Contribute to the development of the Wealth Management Strategy & Transformation function by mentoring team members, improving analytical capabilities, and strengthening strategic thinking across the organization. Lead strategic analysis to support the development of Wealth Management’s long‑term strategy, including evaluating growth opportunities, market dynamics, and competitive positioning. Lead qualitative and quantitative analysis to address strategic questions facing the business and translate insights into clear strategic recommendations for leadership discussion, including:

Client segment growth opportunities Advisor productivity and platform strategy Competitive positioning and differentiation Emerging business models and partnerships Market expansion opportunities

Utilize AI‑enabled tools, data analytics, and emerging technologies to enhance strategic research, market analysis, and insight generation. Help embed data‑driven and technology‑enabled approaches into the strategy development process, including: What do you need to succeed?

Must Have

Demonstrated intellectual curiosity and ownership mindset, with a track record of proactively identifying opportunities, challenging assumptions, and driving work beyond defined scope to deliver meaningful business impact 5-10+ years of experience in strategy, management consulting, or financial services Strong understanding of wealth management industry dynamics Familiarity with AI, data analytics, or emerging technologies in financial services Experience synthesizing complex insights into clear executive communication Experience working in wealth management, banking, asset management, or financial services Strong experience conducting strategic analysis and structured problem solving Nice to Have

Strong stakeholder management 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, fair compensation, commissions, and stock where applicable Leaders who help 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 Job Skills

Adaptability, Commercial Acumen, Communication, Decision Making, Group Problem Solving, Long Term Planning, Managerial Courage, Organizational Leadership, Strategic Thinking Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO City:

Toronto Country:

Canada Work hours/week:

37.5 Employment Type:

Full time Platform:

WEALTH MANAGEMENT Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-03-16 Application Deadline:

2026-03-28 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. Join our Talent Community

Stay in-the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

#J-18808-Ljbffr