Position Summary

The Business Lead (BL) manages the business-line vision, ownership, and development of technology, related to a set of functions performed by RBC Private Client Group (PCG) employees. The BL, working with key internal stakeholders and PCG, will participate in establishing a road map and strategic plan for the technology related to the business functions. This includes both existing and new applications based on the needs of the PCG business-line. Further, the BL will be responsible for a specific set of applications, and executing a plan design around the roadmap and strategy. Where necessary, the BL will assist in second level business support for those applications.

Position Scope

• Understands Private Client Group business needs in order to develop new and enhance existing technology to meet those needs
• Develops and documents high level functional business requirements for submittal to vendors and IT to be developed into detailed requirements
• Works closely with multiple departments and contacts across RBC to determine the solutions of meeting the requirements and carrying out plans as necessary.
• Works closely with other members of the Business Technology team and other PCG managers to scope and carry out initiatives for a set of PCG applications
• Leads effort required in moving specific application technical enhancement requests (current and future) forward through normal business processes, such as priority setting, project planning and implementation
• Owns the business plans for a specific set of applications for future development and rollout efforts, including such responsibilities as project management, vendor relations, assisting with product pricing, ongoing support, training support, user documentation assistance, communications and product promotion
• Coordinates scheduling of specific application rollout plans
• Interacts frequently with various internal and external vendor partners
• Coordinates with various functional groups and areas related to technical initiatives, such as training, compliance, PCG policy and administration

Major Job Accountabilities

• Participate as part of the team to set the strategic direction for rollout of future enhancements to a set of existing applications as well as new technology initiatives
• Works with various internal stakeholders in establishing an enhancement list, managing priority rankings and setting tasks into action
• Identifies business opportunities and/or needs and propose viable solutions
• Defines high level requirements for a predefined set of business functions
• Scopes the business needs for application related initiatives including identifying resources required to implement the project and lead the implementation team
• When appropriate, works with other RBC business-lines for development of shared technology
• Coordinates release schedules and rollout efforts with other internal initiatives and clients to efficiently manage expectations
• Develops, assists, and/or reviews: project plans, scope, business requirements, design, implementation, and strategic plans
• Provides documentation such as project summaries and status reports to members of PCG and other stakeholders as required
• Manages the business execution of technology initiatives

Major Challenges

• Negotiating with multiple internal departments as well as outside vendors for establishing acceptable priority schedules
• Working within the constraints of established priorities and schedules
• Managing expectations of clients with various degrees of business models
• Managing multiple projects at the same time

Minimum Qualifications (Knowledge, Skills & Abilities)

• 5+ years experience in a financial services institution and strong knowledge of securities industry
• Strong communication skills; written and oral
• Excellent project management experience with ability to handle multiple projects
• BA/BS degree in business administration, finance, or management
• Strong customer service skills as demonstrated by an ability to anticipate and meet customer needs
• Proven ability to build relationships with clients and colleagues as well as managing diverse stakeholder needs and requirements
• Attention to detail and critical thinking ability

Diversity:
Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best - put clients first.

EOE/M/F/D/V