Head, RBC USWM Residential Mortgage Client Experience

Job Description

What is the opportunity?

We are seeking an experienced and strategic leader to continue developing and oversee our newly established RBC US Wealth Management (USWM) mortgage channel. This individual will be responsible for helping design and continuously refine a best-in-class mortgage platform that compliments and enhances both the Financial Advisor and client experience at RBC US Wealth Management. The ideal candidate combines deep mortgage expertise with strong operational, relationship-management, project management and change leadership skills.

The role will serve as the primary liaison between internal stakeholders, bankers, financial advisors, external partners, and vendors – ensuring seamless execution, exceptional service, and scalable growth of the mortgage business through RBC’s US Wealth Management division.

What will you do?

• Build and scale the new mortgage channel including input on new solution design, workflow creation, and technology implementation
• Develop short- and long-term strategies, in partnership with the banking and lending team, to drive Financial Advisor adoption and client satisfaction
• Identify gaps, opportunities, and enhancements to ensure a competitive and differentiated mortgage solution
• Possess a comprehensive understanding of the mortgage regulatory environment
• Build structured channels for ongoing input from the field
• Translate field insights into actionable improvements and prioritize enhancements accordingly
• Provide proactive communications around changes, updates, and platform performance to the field and leadership
• Track and report key performance indicators to leadership, highlighting trends and recommendations
• Develop and deliver training programs for Financial Advisors and Bankers on mortgage products, processes, best practices
• Report feedback from the field on product, technology, and platform enhancements to create a better advisor-client experience
• Provide leadership and coordination during escalations and exceptions, ensuring fast and effective resolution that does not deter from future Financial Advisor/client engagement

What do you need to succeed?

Must-have

• Bachelor’s degree and 10+ years’ experience at a large wealth management firm, with significant experience in residential mortgage solutions
• Proven business development experience in the residential mortgage space
• Understanding of credit underwriting and collateral policies
• Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
• Strong communication, interpersonal skills, ability to ask critical questions, anticipate future needs, and take ownership

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 include 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 $160,000-$250,000, (New York City), $150,000-$231,000, (Chicago), $130,000-$210,000, (Minneapolis, Dallas, Houston), 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.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Customer Service Management, Interpersonal Relationship Management, Investment Consulting, Investment Management, Investment Performance Measurement, Organizational Leadership, Performance Management (PM), Private Banking, Product Services, Results-Oriented

Additional Job Details

Address:

1211 6TH AVENUE:NEW YORK

City:

New York

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-12-10

Application Deadline:

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.