Senior Onboarding Manager

What is the opportunity?

Successfully transitioning experienced advisor recruits and their clients to RBC is critical to RBC’s strategic growth. As a Senior Manager of the Advisor Onboarding team, you will own the end-to-end execution of small, mid-and-large sized onboards in partnership with each new advisor, their field leadership (branch and complex), other Onboarding team members and home office partners from across operations, product & solutions and training teams. You also have the responsibility of understanding where onboards are in their different phases to communicate to interested parties and plan resources accordingly. Our goal is to create a seamless transition experience for each new RBC advisor and their clients. This role requires travel up to 50% of the time.

What will you do?

Operational Excellence

• Be proficient in RBC’s account opening and client servicing platforms and RBC Wealth Management Online (our client portal).
• Be an expert in front-to-back-office Onboarding processes and procedures required to transition business to RBC and understand intricacies specific to each situation.
• Fully understand RBC’s product & solutions array and the steps necessary to transition specific investment types.
• Be able to assess the progress of any given transition and identify opportunities to expedite and more seamlessly complete the process.
• Travel, as assigned, to support the on-site efforts of new advisors, their teams, their branch/complex and the Onboarding team.
• Understand the advisor recruiting and onboarding lifecycle to inform intake, assessment, resource planning and execution activities.

Team Management

• Manage and coach a team of Financial Advisor Transition Consultants
• Coordinate and manage the team’s onsite and remote coverage of each transition.
• Ensure each team member develops and demonstrates proficiency in transition activities.

• Partner with other Advisor Recruiting & Onboarding managers to support the full recruiting and transition lifecycle end to end.
• Partner with Complex and Branch leadership to coordinate and execute a best-in-class onboarding for experienced advisor recruits
• Interface with other RBC partners – Operations, Products & Solutions, Technology Training, Infrastructure, etc. – to support all needed activities to prepare for and execute the full transition of each advisor’s business to RBC.
• Partner with Compliance, Risk and Supervision to understand all necessary requirements related to FA transitions and ensure onboarding procedures are in place.

What do you need to succeed?

Must-have

• Bachelor’s degree or job-related experience
• 10+ years experience at a wealth management firm
• Proven dedication to and focus on client service
• Strong communication skills
• Proven ability to ask critical questions, anticipate problems/future needs, and take ownership

Nice-to-have

• Demonstrated experience supporting financial advisors and client associates at a wealth management firm
• Demonstrated experience working with different functional groups at a wealth management firm
• Series 7, 66 and/or 9/10
• Ability to work under pressure and meet deadlines
• Ability to create, execute and maintain project documentation
• Ability to take initiative, function independently, and work in a team
• Ability to prioritize and manage multiple tasks and projects while ensuring goals are met

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 $90,000-$160,000, (Minneapolis), $99,000-$176,000, (Monterey), 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

Creativity, Decision Making, Effectiveness Measurement, Interpersonal Relationship Management, Interview Techniques, Knowledge Organization, Long Term Planning, Performance Management (PM), Recruiting, Team Management

Additional Job Details

250 NICOLLET MALL:MINNEAPOLISMinneapolisUnited States of America40Full timeWEALTH MANAGEMENTRegularSalaried2026-05-052026-05-13

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.

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.