Associate, Client Insight & Data Delivery
Core
Manage end-to-end delivery of client-sponsored projects in asset servicing, acting as the primary interface between clients and internal teams to translate business needs into actionable data solutions.
Role type
Senior IC client insight and project delivery associate
Builds
Client-funded digital adoption strategies, data reporting solutions, and operational workflows for asset managers
Domain
Wealth Management / Asset Servicing
Deliverable
product features
Required skills
Project management, requirements analysis, data governance, stakeholder management, solution evaluation, vendor coordination
Preferred skills
Digital adoption strategy, consultative mindset, client relationship building
Technologies
Data analytics tools, reporting platforms
Responsibilities
Conduct scoping and discovery sessions to define project objectives and success criteria; Translate client requirements into business requirements for operations, technology, and data teams; Evaluate RBC product offerings against client needs and recommend solutions; Collaborate with cross-functional teams to assess feasibility and identify implementation approaches; Engage external vendors to deliver project components and facilitate client acceptance
Seniority
Senior, hands-on IC
