Manager, Onboarding and Transition Management, Client Lifecycle Management at Dr Bill RBC Ventures

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Lifecycle Management, Fund Onboarding, Transition Management, Stakeholder Management, Operational Risk Mitigation, Cross-functional Coordination, Client Communication, Process Improvement, Data Integrity, ServiceNow, MS Excel, MS PowerPoint, MS Word, MS Outlook, Time Management, Detail-Oriented

Industry

Banking

Description

Job Description What is the Opportunity? Working within the team responsible for managing client lifecycle events for the institutional EMEA/APAC segregated client base. To facilitate the on- and off-boarding and change management events throughout the relationship cycle with our segregated clients. To manage the on-and off-boarding of RBC BlueBay’s pooled fund range and closed ended funds across all asset classes. This is a permanent, full-time role with 4 days in the office - perfect for someone who thrives in a flexible, relationship-driven environment. What will you do? Manage fund onboarding, offboarding, and transition activities for RBC BlueBay's pooled funds, closed-end products, and segregated mandates across EMEAAPAC Coordinate cross-functional teams including Investment Management, Compliance, Legal, Risk, Operations, Fund Accounting, and IT to deliver timely and efficient client events Ensure clear client communication throughout their journey, providing transparent information on events and support models Drive operational efficiency through ServiceNow workflow implementations, BAU process improvements, and knowledge sharing within the team Identify and mitigate operational risks by establishing control points, assessing regulatory/market changes (including ESG), and proactively addressing fund launch/closure risks Maintain data integrity and security while managing client information across systems Build and maintain stakeholder networks across RBC Global Asset Management globally to support effective collaboration Support team development through cross-training, guidance, and coaching to equip associates with skills to handle onboarding and transition tasks What do you need to succeed? Must-have Previous experience within the financial services industry or professional services industry with client facing and operational responsibilities Proven experience of working within a diverse team in a fast-paced deadline driven environment. Excellent communication and inter-personal skills. The ideal candidate will be enthusiastic, can multitask and work under pressure High attention to detail and have strong organisational skills. Treats confidential/personal information with the highest level of discretion. Must be highly reliable and extremely professional. Must be proficient: in MS Outlook, PowerPoint, Excel, and Word. Willing to embrace new technology. Nice to have Degree educated or equivalent Second European Language advantageous Experience with SharePoint, Concur, Salesforce, Workday, ADP, Microsoft Teams & Webex. What is 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. Leaders who support your development through coaching and managing opportunities. Opportunities to work with the best in the field. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Agency Notice RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details. Job Skills Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services, Time Management Additional Job Details Address: 100 BISHOPSGATE:LONDON City: London Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-18 Application Deadline: 2026-05-28 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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Responsibilities

Manage the onboarding, offboarding, and transition activities for pooled funds, closed-end products, and segregated mandates across EMEA and APAC. Coordinate cross-functional teams and implement ServiceNow workflows to drive operational efficiency and mitigate risks.