Director & Journey Lead, Advisor Desktop
Job Summary
Job Description
What is the opportunity?
WMC is on a journey to transform the Advisor desktop experience to enable our Advisors and their teams to focus on what matters most: providing our clients with the AA experience. The Advisor Desktop strategy (Salesforce 2.0) aims to deliver a simplified Advisor Desktop powered by intelligence, enabling seamless client service, business growth, and productivity for teams.
The Director & Journey Lead will have accountability for the end to end experience in Salesforce (SF) and the ongoing deployment of capability. The Director & Journey Lead will be responsible to have a full understanding of the Salesforce 2.0 Strategy and align the Advisor team experience across the Salesforce platform and other integrating platforms.
What will you do?
Define, optimize, and improve the Advisor Team journey across Salesforce, identifying opportunities for improvement and ensuring consistency of the experience across the platform
Collaborate with product owners, ensuring that all members are aligned with the product goals to deliver an elevated experience
Partner with the product owners, technology (including data & AI), and business teams to deliver a simple and intuitive platform that reduces friction and drives deeper product engagement
Partner with Design, Research, Operations, Training, Communications, Change Enablement, etc. to achieve all roadmap outcomes
Review requirements to ensure alignment to product experience objectives
Work with the Director, Digital Product Strategy to set and prioritize roadmap items
What do you need to succeed?
Must have:
Minimum 10 years of experience in a digital product delivery, particularly in end-to-end user experience
Strong hands on experience with Salesforce platform capabilities
Demonstrated execution of experience journey mapping and / or digital product delivery
Ability to navigate a complex environment across business, technology, and user experience
Strong interpersonal and communication skills. Possessing strong emotional intelligence/maturity
Experience in wealth management
Nice-to-have:
RBC Organizational Awareness
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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.
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.