Senior Manager AI Strategy, Wealth Management
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Key skills for this role
About the Role
RBC is seeking a Senior Manager, AI Strategy for Wealth Management to support the Chief of Staff & Head of AI Enablement. You will execute strategic initiatives, manage operational elements for the Data & AI team, and help scale global AI playbooks.
Key Skills for This Role
Responsibilities
- Support the development and implementation of the strategic vision and OKRs for AI Solutions in Wealth Management
- Conduct industry research on Global Wealth Management trends, AI solutions, and competitor strategies to provide actionable insights for leadership
- Assist in preparing executive communications, board updates, and stakeholder reports on AI strategy and program progress
- Contribute to the design and implementation of global frameworks, governance, and business cases for scaling new AI initiatives
- Assist with the operational aspects of a 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 the adoption of various AI program priorities
- Assist in managing budgets, forecasting, and the implementation of key performance indicators (KPIs) to monitor quality standards
Requirements
- 2 4 years of experience in strategy, management consulting, or a similar role within a large, complex organization
- Bachelor's degree in Business, Finance, or a related field
- Demonstrated intellectual curiosity and an ownership mindset
- Experience synthesizing complex insights into clear, concise executive communication and presentations
- Strong collaborative skills to support cross functional teams and facilitate decision making processes
- Familiarity with AI, data analytics, or emerging technologies in financial services (nice to have)
- Experience working in wealth management, banking, asset management, or financial services (nice to have)
- Experience assisting with agile team operations (e.g., PI planning) (nice to have)
- Experience supporting budget management or financial tracking for large scale initiatives (nice to have)
Full Job Posting
What is the opportunity?
- As the Senior Manager, AI Strategy for Wealth Management, you will play a crucial role in supporting 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 to help.
- By collaborating extensively with cross functional teams, you will ensure the successful implementation and adoption of AI solutions, driving tangible business impact within our Wealth Management division.
What will you do?
- Support the development and implementation of the strategic vision and OKRs for AI Solutions in Wealth Management.
- Conduct industry research on Global Wealth Management trends, AI solutions, and competitor strategies to provide actionable insights for leadership.
- Assist in preparing executive communications, board updates, and stakeholder reports on AI strategy and program progress.
- Contribute to the design and implementation of global frameworks, governance, and business cases for scaling new AI initiatives.
- Assist with the operational aspects of a 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 the adoption of various AI program priorities.
- Assist in managing budgets, forecasting, and the implementation of key performance indicators (KPIs) to monitor quality standards.
What do you need to succeed?
- 2 4 years of experience in strategy, management consulting, or a similar role within a large, complex organization.
- Bachelor's degree in Business, Finance, or a related field.
- Demonstrated intellectual curiosity and an ownership mindset, with a track record of proactively identifying opportunities and driving business impact.
- Experience synthesizing complex insights into clear, concise executive communication and presentations.
- Strong collaborative skills to support cross functional teams and facilitate decision making processes.
- Familiarity with AI, data analytics, or emerging technologies in financial services (nice to have).
- Experience working in wealth management, banking, asset management, or financial services (nice to have).
- Experience assisting with agile team operations (e.g., PI planning) (nice to have).
- Experience supporting budget management or financial tracking for large scale initiatives (nice to have).
What’s in it for you?
- A 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.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
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