Job Description
We are looking for a Manager to join the Client Strategy & Experience (CS&E) team in RBC Wealth Management Europe (WME) on a 12-month fixed term contract to cover maternity leave.About the OpportunityThe Client Strategy & Experience (CS&E) team oversees RBC Wealth Management Europe (WME)’s entire relationship with its clients. The team drives efforts across the organisation to evaluate and elevate the client experience at every point in the client journey. The key areas of focus are championing client-centricity, driving client success, and ensuring long-term client loyalty through a relentless focus on client experience.The CS&E team also plays a central role in supporting the planning and execution of cross-functional strategic initiatives, leading on client-focused strategic reviews, and contributing to change and transformational programmes across WME. The team provides structure, rigour and insights to ensure we are prioritising the right initiatives and propositions in a way that builds trusted and enduring relationships.This role will support the CS&E agenda by working with one of the Directors in the team on various initiatives, providing data-driven strategic insight, analytical rigour and structured problem solving. Example areas of work could include client segmentation strategies, helping to support on the shaping of the distribution agenda and identifying opportunities to enhance the client and adviser experience across the business. Work may also include support for other members of the CS&E team where required. The role is expected to interact regularly with senior stakeholders across WME’s client-facing business areas and channels, and support on any other relevant strategic planning activities.RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.What will you do?
1. Support the delivery of CS&E team strategic initiatives across various areas of RBC WME, including RBC Brewin Dolphin, RBC Private Wealth, RBC Private Client Fiduciary Services (PCFS), Distribution, Intermediaries, Client Advice, Marketing and Change.
2. Contribute to strategic projects through structured problem-solving, quantitative analysis and the development of executive-ready recommendations, supporting the execution of projects and initiatives where required.
3. Conduct market sizing, client needs analysis, competitor benchmarking and other ad hoc research and analysis to inform proposition development, strategic reviews, business case creation and strategic planning.
4. Take ownership of specific workstreams and deliverables within strategic initiatives, ensuring high-quality output and well-managed stakeholder engagement.
5. Co-ordinate meetings and committees as required, including topic/agenda planning, taking minutes and following-up on actions.
6. Support on the ongoing strategic client segmentation for RBC WME, supporting the team as the central conduit for client MI and insight to ensure segmentation is consistently embedded in RBC WME’s strategy planning and execution.
7. Contribute to the definition of OKRs for relevant strategic initiatives and provide structured progress updates to the Chief of Staff (CoS) team and other senior stakeholders.
8. Support on ExCo and other governance committee submissions, preparing high-quality reporting, insights and materials on CS&E initiatives and progress updates across relevant forums (where required).
9. Work collaboratively across WME’s client-facing teams (CFT) to ensure client strategy translates into tangible improvements for clients, advisers and the business.
What do you need to succeed?Must-have
10. Proven experience in a similar strategic/ strategy role. This would suit someone with previous experience in financial services, (ideally at least 3 years), who is eager to learn and broaden their knowledge base.
11. Degree educated or equivalent.
12. Well organised and focused, able to multi-task when needed and respond to revised priority setting.
13. Able to act autonomously, take initiative, suggest solutions and problem solve.
14. Empathetic and able to communicate with colleagues across all levels and functions.
15. Collaborative and inclusive approach to work, with values aligned to those of RBC.
16. Strong MS Office skills (Word, Excel, PowerPoint).
Nice-to-have
17. Experience within a top-tier consulting firm working with clients in the Financial Services industry.
What is 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.
18. Leaders who support your development through coaching and managing opportunities.
19. Opportunities to work with the best in the field.
20. Ability to make a difference and lasting impact.
21. Work in a dynamic, collaborative, progressive, and high-performing team.
Agency NoticeRBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.Job SkillsBusiness Appraisals, Business Process Design, Business Process Improvements, Business Process Modeling, Configuration Management (CM), Crisis Management, Effectiveness Measurement, Implementation, Requirements Analysis, Workflow AnalysisAdditional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Contract (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-11-27
Application Deadline:
2026-01-16Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.