# Team Operations Lead

**Company**: RBC Dominion Securities
**Location**: Vernon, British Columbia
**Job type**: full-time
**Salary**: $38,000 - $60,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VERNON-British-Columbia-Canada/Team-Operations-Lead_R-0000183823?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6c4ebac6-b9f

## Description

RBC Dominion Securities is a leading wealth management firm seeking a Team Operations Lead to support a high-performing Private Investment Management team in Vernon, BC.

As a Team Operations Lead, you will provide exceptional support to the team, manage business and operations, and execute activities and client contact as per the portfolio manager's business plan.

**Responsibilities:**

- Assist with Client Experience Management and Service Plan execution for the team.

- Manage Portfolio Manager and team calendar of events, client meetings, holiday coverage, and team meetings/planning sessions.

- Ensure all key team processes are reviewed, updated, and executed consistently, striving for efficiencies.

- Oversee regulatory or firm-led initiatives that require execution by the team.

- Lead the team's marketing and communication channels while following brand guidelines.

- Ensure team functions cohesively by managing the execution of each member's roles and responsibilities.

- Ensure team members are exceptionally trained through continuous leadership and keeping up to date with available training and development programs offered by the firm.

- Support the team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

**Requirements:**

- 2-4 years of experience in the full-service brokerage industry or related service industry.

- Canadian Investment Regulatory Exam, CIRE.

- High-quality time management and organization skills.

- Exceptional verbal and written communication skills.

**Nice-to-haves:**

- Knowledge of RBC Dominion Securities' systems and procedures and proficiency with firm technology.

- Management experience or Human Resources experience.

**What's in it for you?**

- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.

- 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 and build close relationships with clients.

The expected base salary range for this position is $38,000 - $60,000, with a discretionary/variable incentive payment up to 1.5x base salary.

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## Skills

### Required
- Critical Thinking
- Data Administration
- Detail-Oriented
- Groupware Administration
- Insurance Policies
- Insurance Regulatory Law
- Office Tools
- System Applications
- Teamwork
- Web-based Facilities and Tools

### Nice to have
- Knowledge of RBC Dominion Securities' systems and procedures
- Management experience
- Human Resources experience

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VERNON-British-Columbia-Canada/Team-Operations-Lead_R-0000183823?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)