Associate Director optimizing performance, costs, and risk for RBC Capital Markets transaction services. Translating operational and financial data into executive insights and strategic recommendations.
Responsibilities
Support the development and maintenance of performance measurement frameworks, including KPIs, metrics, and dashboards for the pillar
Conduct business performance reviews and analytics, translating operational data into insights and recommendations for senior leadership
Assist in defining and updating pillar KPIs with monthly monitoring and reporting
Partner with finance, operations, and technology teams to ensure data quality standards and reporting infrastructure
Support root cause analysis to identify performance gaps and inform strategic and tactical interventions
Develop reporting tools and assist in creating business intelligence capabilities
Support annual budgeting and financial planning, including headcount and resource analysis
Monitor operating expenses, identify variances, and support corrective actions
Develop business cases and ROI analyses for operational projects and improvements
Identify and quantify cost optimization opportunities through process improvement analysis
Assist with pillar NIE review and recommendations to reduce spend
Support financial forecasting and reporting accuracy
Monitor pillar KPIs, operational risk events, and audit findings, supporting escalation and resolution
Assist in identifying, assessing, and mitigating operational and process risks
Prepare materials and track KPIs, audits, regulatory reporting, and EUCs for the monthly Senior Leadership Forum
Document current-state processes and monitor compliance with regulatory requirements
Support process improvement initiatives and recommend simplification and efficiency opportunities
Evaluate and monitor headcount and resource optimization
Help ensure employee roles have clear, detailed, and updated procedures
Support organizational assessments and resource allocation recommendations
Collaborate with HR on workforce planning and organizational change management
Collaborate with finance, operations, technology, and project management teams on capex projects and operational initiatives
Facilitate communication and alignment between senior management, operations teams, and stakeholders
Provide data-driven advice and recommendations to leadership
Coordinate with project managers, business transformation, compliance, and risk management teams
Requirements
Minimum 7+ years in business management, strategy, operations, or finance roles, with demonstrated experience in strategic planning, cross-functional coordination, and board/executive-level support
Strong knowledge of financial planning, budgeting, variance analysis, and business economics; ability to interpret financial statements and translate financial data into strategic insights
Advanced proficiency in Excel (modeling, data analysis, complex formulas) and PowerPoint (executive-level presentations); comfort with business intelligence and analytics tools
Proven skills in story boarding and developing meeting materials used in executive-level decision making
Proven ability to build credibility and influence with senior leaders; excellent communication skills (written and verbal); ability to navigate competing priorities and build consensus across functions
Ability to synthesize complex information, identify root causes, think systemically, and develop actionable recommendations aligned with organizational objectives
Demonstrated capability to conduct structured analysis, use data to inform decisions, and challenge assumptions constructively
Prior experience in investment banking, trading, wealth management, or other Capital Markets functions; familiarity with CM business models and regulatory environment
Experience driving organizational change initiatives, adoption of new processes, or transformational programs
Familiarity with project management methodologies (Agile, Waterfall)
Prior experience implementing or managing OKR frameworks or balanced scorecard approaches at scale
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
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