Senior Manager Onboarding

What is the opportunity? Successfully transitioning experienced advisor recruits and their clients to RBC is critical to RBC's strategic growth. As a Senior Manager of the Advisor Onboarding team, you will own the end‑to‑end execution of small, mid‑and‑large sized onboards in partnership with each new advisor, their field leadership (branch and complex), other Onboarding team members and home office partners from across operations, product & solutions and training teams. You also have the responsibility of understanding where onboards are in their different phases to communicate to interested parties and plan resources accordingly. Our goal is to create a seamless transition experience for each new RBC advisor and their clients. This role requires travel up to 50% of the time. What will you do? Operational Excellence Be proficient in RBC's account opening and client servicing platforms and RBC Wealth Management Online (our client portal). Be an expert in front‑to‑back‑office Onboarding processes and procedures required to transition business to RBC and understand intricacies specific to each situation. Fully understand RBC's product & solutions array and the steps necessary to transition specific investment types. Be able to assess the progress of any given transition and identify opportunities to expedite and more seamlessly complete the process. Travel, as assigned, to support the on‑site efforts of new advisors, their teams, their branch/complex and the Onboarding team. Understand the advisor recruiting and onboarding lifecycle to inform intake, assessment, resource planning and execution activities. Team Management Manage and coach a team of Financial Advisor Transition Consultants Coordinate and manage the team's onsite and remote coverage of each transition. Ensure each team member develops and demonstrates proficiency in transition activities. Partner with other Advisor Recruiting & Onboarding managers to support the full recruiting and transition lifecycle end to end. Partner with Complex and Branch leadership to coordinate and execute a best‑in‑class onboarding for experienced advisor recruits. Interface with other RBC partners—Operations, Products & Solutions, Technology Training, Infrastructure, etc.—to support all needed activities to prepare for and execute the full transition of each advisor's business to RBC. Partner with Compliance, Risk and Supervision to understand all necessary requirements related to FA transitions and ensure onboarding procedures are in place. What do you need to succeed? Must‑have Bachelor's degree or job‑related experience 10+ years experience at a wealth management firm Proven dedication to and focus on client service Strong communication skills Proven ability to ask critical questions, anticipate problems/future needs, and take ownership Nice‑to‑have Demonstrated experience supporting financial advisors and client associates at a wealth management firm Demonstrated experience working with different functional groups at a wealth management firm Series 7, 66 and/or 9/10 Ability to work under pressure and meet deadlines Ability to create, execute and maintain project documentation Ability to take initiative, function independently, and work in a team Ability to prioritize and manage multiple tasks and projects while ensuring goals are met What's in it for you? A comprehensive Total Rewards Program including competitive compensation and flexible benefits, such as 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off. 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. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $90,000‑$160,000 for Minneapolis, $99,000‑$176,000 for Monterey, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. Job Skills Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team Management Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-05 Application Deadline: 2026-05-13 #J-18808-Ljbffr RBC Capital Markets, LLC