Senior Manager AI Strategy, Wealth Management
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Key skills for this role
About the Role
RBC seeks a Senior Manager, AI Strategy for Wealth Management to support the Chief of Staff and Head of AI Enablement in executing strategic initiatives and managing operational elements for the Data & AI team.
Key Skills for This Role
Responsibilities
- Support development and implementation of strategic vision and OKRs for AI Solutions in Wealth Management
- Conduct industry research on Global Wealth Management trends, AI solutions, and competitor strategies
- Assist in preparing executive communications, board updates, and stakeholder reports on AI strategy
- Contribute to design and implementation of global frameworks, governance, and business cases for scaling AI initiatives
- Assist with operational aspects of globally distributed Data & AI team, including PI planning and workforce management
- Help coordinate executive leadership forums and execute change management strategies
- Assist in managing budgets, forecasting, and implementation of KPIs
Requirements
- 2 4 years of experience in strategy, management consulting, or similar role in a large organization
- Bachelor's degree in Business, Finance, or related field
- Demonstrated intellectual curiosity and ownership mindset
- Experience synthesizing complex insights into clear executive communication and presentations
- Strong collaborative skills to support cross functional teams
Full Job Posting
What is the opportunity?
- As Senior Manager, AI Strategy for Wealth Management, you will support the Chief of Staff & Head of AI Enablement to execute strategic initiatives and manage key operational elements for the Data & AI team.
- You will contribute to scaling global AI playbooks, operationalizing team practices, and preparing key executive communications.
What will you do?
- Support development and implementation of strategic vision and OKRs for AI Solutions in Wealth Management.
- Conduct industry research on Global Wealth Management trends, AI solutions, and competitor strategies.
- Assist in preparing executive communications, board updates, and stakeholder reports on AI strategy and program progress.
- Contribute to design and implementation of global frameworks, governance, and business cases for scaling new AI initiatives.
- Assist with operational aspects of globally distributed Data & AI team, including PI planning, workforce management, and team capability building.
- Help coordinate executive leadership forums and execute change management strategies to drive adoption of AI program priorities.
- Assist in managing budgets, forecasting, and implementation of KPIs to monitor quality standards.
What do you need to succeed?
- Must have: 2 4 years of experience in strategy, management consulting, or similar role in a large organization.
- Must have: Bachelor's degree in Business, Finance, or related field.
- Must have: Demonstrated intellectual curiosity and ownership mindset.
- Must have: Experience synthesizing complex insights into clear, concise executive communication and presentations.
- Must have: Strong collaborative skills to support cross functional teams.
- Nice to have: Familiarity with AI, data analytics, or emerging technologies in financial services.
- Nice to have: Experience in wealth management, banking, asset management, or financial services.
- Nice to have: Experience with agile team operations (e.g., PI planning).
- Nice to have: Experience supporting budget management or financial tracking for large scale initiatives.
What’s in it for you?
- 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 and take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
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