Digital Tools and Applications Manager

This role establishes a strong link between Role Design, Technology partners, and Personal and Commercial Banking partners to enable the optimization, development, and delivery of digital tools and applications used by Canadian Banking advisors.

Primary Focus

• Drive horizontal strategy across all CRM and Branch Platforms to ensure integrated and consistent advisor experiences
• Work across LOBs, including Personal Bank, Commercial and Private Banking on defining strategic vision and transformational roadmap for next generation of use cases and capabilities
• Establishing the rigor for the ongoing management and evolution of the platform and realization of business benefits
• Identify, assess, and proactively mitigate risks, developing contingency plans and ensure effective risk management across the portfolio
• Manage budgets and financial planning in collaboration with finance and business management teams
• Track approved funding spend, forecast future needs, and ensure cost efficiency across the delivery portfolio
• Define and track product OKRs and KPIs, and drive the team to achieve them
• Ensure incremental adoption of relevant Client360 capabilities and further introduction of capabilities contained within Salesforce Financial Services Cloud
• Staying up to date with the FSC products roadmap
• Advocate on behalf of the advisor community in the development of enterprise tools further contributing to Advisor efficiency and experience
• Driving collaboration with key internal functional partners
• Responsible for strategic alignment across major, Big Rock/large initiatives and digitization with Client360 Platform
• Ensure technology roadmaps align with advisor needs, RBC strategic direction and enable engagement across preferred channels
• Establish and maintain strategic governance and reporting across platforms, driving alignment between business objectives and technology delivery

Secondary Focus

• Collaborate with AI team partners to integrate Actionable insights into the Advisor’s path into Client360 (and other Advisor platforms) for enabling pre-dive, post-dive and in the moment efficiencies and effectiveness
• Lead rapid POC development cycles with authority to "fail fast / scale fast," designing multi-agent interactions across vendor agents, enterprise agents, and native/internal agents to AI-enable advisors through integration to the existing suite of technologies used by advisors
• Act as Integrator to Client360 / Advisor Platform for agentic workflows,owning use case shaping through validated solution patterns, defining success metrics, and driving iteration based on advisor feedback and usage metrics

Responsibilities

• Establish and maintain strategic direction across CRM and Branch Platforms, ensuring consistency and alignment with advisor needs
• Advocate on behalf of the advisor community in enterprise tool development and provide ongoing feedback loops
• Develop business-centric programs and reporting that enhance daily advisor operations
• Identify stakeholder needs, negotiate priorities across competing interests, and collaborate with developers/partners to implement requirements effectively
• Keep business and technology stakeholders apprised of roadmap status and gather feedback
• Deploy processes and technologies that safeguard Advisors and Clients (compliance and regulatory requirements)
• Conduct advisor research and act as the voice of the Advisor community in platform development
• Negotiate and prioritize enhancements to mitigate technical and financial risk
• Partner with Technology, Procurement, and third-party vendors to execute strategic initiatives

Requirements

• Deep expertise in Salesforce Financial Services Cloud (FSC) capabilities
• Business strategy and bridge from strategy to implementation
• Expert-level understanding of Client360 – depth of implemented capabilities
• Exceptional executive communication and presentation skills
• 10+ years of progressive business experience (preferably in financial services or relevant line of business)
• 4+ years as a Product Manager or field experience within Regional Banking
• Undergraduate degree in Business or related field

Nice-to-Have

• User experience and advisor research expertise
• People management experience
• Post-graduate degree in Business or MBA

What's In It For You?

• Comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and mentoring
• Ability to drive meaningful, lasting impact across advisor and client experiences
• Dynamic, collaborative, progressive, and high-performing team environment
• World-class training program in financial services
• Opportunities to lead challenging, innovative initiatives