Sr. Product Manager, Account Opening
Core
Drive strategic enhancements to the account opening platform, focusing on policy compliance, operational efficiency, and seamless client/advisor experience.
Role type
Senior Product Manager (Account Opening & Wealth Management)
Builds
Scalable account opening solutions for RBC business units (Advisor Recruiting, UHNW, Cash Services)
Domain
Financial Services / Wealth Management / Regulatory Compliance
Deliverable
product features
Required skills
Wealth Management expertise, Account opening process knowledge, Regulatory compliance management, Cross-functional leadership, Process optimization, Stakeholder management, Strategic planning, Risk management, Solutions development, Transformation strategy
Preferred skills
Experience with UHNW client services, Advisor recruiting strategies, Design optimization for forms
Technologies
CRM systems, Agile tools, Policy management frameworks
Responsibilities
Define and evolve the product roadmap for account opening; Analyze and prioritize business requirements; Collaborate with legal, compliance, and risk teams to streamline workflows; Develop and update account opening policies; Simplify forms and agreements to reduce client friction; Lead cross-functional agile initiatives; Curate and prioritize the product backlog.
Seniority
Senior, hands-on IC