Senior Associate, Solutions Enablement Team
Core
Senior Associate leading the onboarding lifecycle and operational process optimization for RBC Brewin Dolphin clients (HNWIs, corporates, trusts, charities) to support adviser integration and client experience.
Role type
Senior Associate, Solutions Enablement (Operations & Process Improvement)
Builds
Onboarding workflows, operational procedures, and team capabilities for wealth management clients
Domain
Wealth Management / Financial Services
Required skills
Management experience, project leadership, process improvement, stakeholder management, operational risk management, mentoring, problem-solving
Preferred skills
Wealth Management experience, Financial Services experience, Microsoft Office proficiency
Technologies
Microsoft Office (Word, Excel, Outlook), Open Pages, intranet sites
Responsibilities
Implement onboarding lifecycle for diverse client types; lead daily Pod calls and mentor team members; develop and update operational procedures; act as escalation point for Operational Risk Events; provide feedback on process improvements; oversee team training; report performance metrics.
Seniority
Senior, hands-on IC with leadership responsibilities