Onboarding Project Manager - Clearing & Custody
Core
Manage the end-to-end onboarding of new financial advisors and firms onto the RBC Clearing & Custody platform, coordinating internal resources and third-party vendors to ensure a seamless transition.
Role type
Senior Project Manager (Financial Services Operations)
Builds
Onboarding processes for new clearing and custody clients
Domain
Financial Services / Clearing & Custody
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project management, relationship management, stakeholder coordination, risk management (RAID), timeline management, business analysis
Preferred skills
Series 99 or 7 licenses, brokerage operations experience, clearing industry knowledge, asset transfer process expertise
Technologies
RBC platform, RAID methodology
Responsibilities
Lead and prioritize a portfolio of onboarding projects from initiation to hand-off; serve as the primary escalation point for project issues; track and report project status, dependencies, and risks to clients and internal partners; collaborate with business development to determine conversion timing.
Seniority
Mid-Senior, hands-on IC
