Senior Manager, Strategy & Investment Operations

Job Description About RBCx RBCx pursues big, bold ideas and leverages RBC’s extensive experience, networks, and capital to help shape what’s next. Our four pillars – Banking, Capital, Platform, and Ventures – combine to support tech businesses of all sizes and stages, making us the go-to backer of Canadian innovation. Our people are our most valuable assets, so we invest deeply in ensuring RBCx isn’t just a place to work but a place to belong. What is the Opportunity? RBCx is seeking a Senior Manager to serve as a foundational operational and strategic leader supporting the launch of several high-impact programs within the Strategy & Investments team. Reporting directly to the Senior Director, Strategy and Investment Operations, this role will be instrumental in establishing the operational, financial, and analytical infrastructure required to scale. As a high-impact first hire, you will directly support the Senior Director across fund inception and ongoing operations, implementation of digital assets strategies, and other strategic initiatives. The successful candidate will blend deep financial modeling and business casing expertise with the ability to build and operate programs. Comfort with ambiguity and uncertainty, combined with adaptability and the willingness to wear multiple hats, will be critical to success in this role. What Will You Do? Business Casing & Financial Modelling Develop comprehensive business cases supporting program launches, enterprise transformation projects, M&A transactions, and investment funds, translating strategy into financial models and projections Create and maintain financial models supporting investment decisions, fund performance analysis Conduct pre- and post-implementation financial analysis to assess project impacts and identify optimization opportunities Manage annual financial planning and forecasting cycles for the Strategy & Investments team; track spend and analyze variances Cross-Functional Operations & Enablement Act as a liaison across multiple program areas including digital assets, M&A, fund operations, and portfolio oversight to ensure seamless alignment Design and implement operating and governance models and policies that enable the effective operations of new initiatives Drive operational efficiencies through process improvements, automation identification, and best practice implementation Support strategic reporting and executive dashboards to provide visibility to leadership Investment Operations & Performance Oversight Support the design and implementation of operational frameworks for new investment funds Contribute to fund administration activities, liaising with investor relations, fund administrators, finance, auditors, and legal teams Develop scalable infrastructure for investment operations, including data management systems and workflow automation Support the development of portfolio management systems to track performance, risk exposure, and value creation metrics Identify growth levers and support strategic initiatives to drive revenue and operational maturity across the portfolio What Do You Need to Succeed? Must-Have CPA, CFA, or MBA designation 8+ years of progressive experience in finance, operations, or strategic roles within investment environments, financial services, or growth-focused organizations Expert-level financial modeling and business case development expertise Advanced proficiency in MS Excel and data analysis Experience building financial forecasts, frameworks, and strategic analyses Strong ability to work collaboratively across stakeholder groups and lead without formal authority, including with senior leaders Comfort presenting to and communicating with executives Exceptional organizational and problem-solving abilities in fast-paced, ambiguous environments Ability to prioritize and manage multiple stakeholder requests simultaneously Strong cross-functional influence and collaboration skills Superior written and verbal communication skills with the ability to distill complex issues into clear, concise insights and compelling narratives Demonstrated bias for action and experience managing project-related work Nice-to-Have Knowledge emerging strategies and regulator developments within the digital assets and tokenized money space Experience in consulting, venture/growth equity, or a large financial institution Experience with fund administration, fund-of-funds structures, or investment platform operations Exposure to fintech or innovation ecosystems Familiarity with M&A due diligence or corporate development environments 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. Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work If you’re looking for more information about RBCx, visit our website or connect with us on Twitter and LinkedIn. #RBCx Job Skills Business Cases, Business Needs Analysis, Business Process Design, Executive Presentations, Financial Analysis, Implementation, Model Development, Program Management, Requirements Analysis, Researching, Strategic Management, Strategy Development, Workflow Analysis Additional Job Details Address: 20 KING ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-03 Application Deadline: 2026-09-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Establish the operational, financial, and analytical infrastructure to scale high-impact programs within the Strategy & Investments team. This includes developing comprehensive business cases, managing financial forecasting, and designing governance models for investment funds.

Requires a CPA, CFA, or MBA designation with over 8 years of progressive experience in finance or strategic roles within investment environments. Candidates must possess expert-level financial modeling skills and the ability to communicate effectively with senior executives.

• Business CasesPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Business Cases
• Business Needs Analysis
• Business Process Design
• Executive Presentations
• Financial Analysis
• Implementation
• Model Development
• Program Management
• Requirements Analysis
• Researching
• Strategic Management
• Strategy Development
• Workflow Analysis
• Financial Modeling
• Investment Operations

• Finance & Accounting
• Management & Leadership
• Consulting
• Data & Analytics

Minimum education

Professional degree

Minimum experience

10+ years

Apply by

Oct 3, 2026

Posting language

English

Working hours

38 hours per week

Seniority

Not Applicable