Head of Digital Service Strategy

RBC

. Define and drive the strategy for how work flows between branches, clients, and home office .

Posted 10/6/2026full-timeUnited StatesLead💰 $140,000 - $230,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in wealth management, focusing on improving workflows and service delivery within a branch/advisor-based structure. Proven ability to influence stakeholders and drive cross-functional initiatives while aligning technology capabilities with business outcomes.

Highest-signal resume keywords

Wealth Management ExperienceDigital Strategy DevelopmentCross-Functional Initiative LeadershipStakeholder Influence Without AuthorityWorkflow Improvement Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Highly CollaborativeTrust Building

Tools & Technologies

Wealth Management ToolsClient Account Management Platforms

Industry Keywords

Process ImprovementOperational ExcellenceMatrixed EnvironmentService DeliveryAdvisor Interaction

About the role

Key responsibilities & impact

Define and drive the strategy for how work flows between branches, clients, and home office
Identify service friction, redundancy, workflow bottlenecks, and modernization opportunities
Translate business needs into technology priorities and technology capabilities into business outcomes
Map end-to-end workflows, diagnose breakdowns, and design practical, scalable improvements
Build working relationships across business, technology, data, and operations teams
Influence stakeholders without relying on authority and align teams with different priorities
Turn the long-term digital service delivery vision into a roadmap with priorities, milestones, and accountability
Ground decisions in advisor and client needs
Oversee execution of process improvement initiatives aligned with RBC's strategic priorities and operational excellence standards

Requirements

What you’ll need

15+ years of experience in wealth management, with direct, tangible exposure to how advisors, branches, and clients interact with the firm day to day
Meaningful experience in technology or digital strategy
Demonstrated success driving cross-functional initiatives across business, technology, data, and operations
Strong track record of influencing senior stakeholders and driving alignment without direct authority
Highly collaborative, with the ability to build trust across teams with different priorities and definitions of success
Experience specifically improving workflow, service delivery, or operating models within a branch/advisor-based wealth management structure
Familiarity with tools and platforms wealth management firms use to move client and account work between teams
Comfort operating in a matrixed, highly regulated environment
Experience with practical, action-oriented delivery

Benefits

Comp & perks

Bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
Coaching and managing opportunities for development
Ability to make a difference and lasting impact
Dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to build close relationships with clients
Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan