Experience

RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Associate Director - Team Lead, Business Enablement, Business Shared Services

  • Mar 2022 - Present

  London, England, United Kingdom Responsible for driving overall enablement priorities across employee engagement, communications and marketing. Lead a team that deliver enablement activities such as; employee communications, client mass mailings, new starter onboarding, employee townhalls, award submission drafting, CPD monitoring and training provision, oversight of distributed working and ad-hoc delivery of strategic projects.

• Manager, Business Enablement, Business Shared Services

  • Aug 2019 - Mar 2022

  London, United Kingdom Lead, design and implement business-level communications strategy and employee engagement initiatives across RBC’s international Wealth Management business

• Senior Associate, Fiduciary Services Executive Office

  • Sep 2017 - Aug 2019

  St Helier, Jersey Channel Islands, British Isles Provided strategic business support to RBC Wealth Management's Fiduciary Services business. Role encompassed oversight and delivery of priority strategic initiatives and business reporting, whilst being responsible for leading and implementing the Fiduciary Services communications strategy, initiatives and processes.

• Intrapreneur, RBCx Program

  • Sep 2018 - Nov 2018

  London, United Kingdom RBCx is an intrapreneurship program that brings together RBC employees from across the organization to explore disruptive ideas and spread new ways of working. In the program, I learned the foundational tenets of Design Thinking and Lean Startup methodologies, which encourage a deep understanding of human needs and behaviour. The program is broken up into two primary stages – the first four weeks are focused on problem validation and the last five are on solution building. All of this… Show more RBCx is an intrapreneurship program that brings together RBC employees from across the organization to explore disruptive ideas and spread new ways of working. In the program, I learned the foundational tenets of Design Thinking and Lean Startup methodologies, which encourage a deep understanding of human needs and behaviour. The program is broken up into two primary stages – the first four weeks are focused on problem validation and the last five are on solution building. All of this work culminates in RBCxpo, a final “Demo Day” and program expo, where teams pitched solutions to leaders across RBC. During the nine week program, I worked in a team of five to build a solution for RBC’s Wealth Management International business.

• Associate, Business Change Management

  • Jul 2017 - Sep 2017

  St Helier, Jersey Channel Islands, British Isles I managed the end to end business change required through identified initiatives within the Wealth Management International change agenda. This included business solution design and business project manager elements and disciplines, necessary to ensure the successful delivery of business initiatives and realisation of business benefits. I ensured business readiness, including where necessary, cultural and behavioural as well as procedural change, and to manage embedding an operating model with… Show more I managed the end to end business change required through identified initiatives within the Wealth Management International change agenda. This included business solution design and business project manager elements and disciplines, necessary to ensure the successful delivery of business initiatives and realisation of business benefits. I ensured business readiness, including where necessary, cultural and behavioural as well as procedural change, and to manage embedding an operating model with changes to processes, organisation and technology through ensuring user acceptance of operating model. changes, stakeholder communications and training.

• Management Development Programme

  • Jan 2017 - Sep 2017

  St Helier, Jersey, Channel Islands, British Isles Successful applicant for RBC Wealth Management International's first Management Development Programme. Rotational program that included assignments in Client Experience & Channel Strategy and Business Change Management. This opportunity allowed me to develop broad capabilities and wider knowledge of diverse business areas. I elected to step off the Programme and accept a management level role in the Fiduciary Services Executive Office.

• Assistant Manager, Client Experience Initiatives

  • Feb 2017 - Jul 2017

  St Helier, Jersey, Channel Islands, British Isles Assistant Manager in the Client Experience & Channel Strategy team, with a focus on Wealth Management International ('WM-I') Tools and Mobility Initiatives. I coordinated the delivery of key Client Experience initiatives, liaising with regional and global teams. These initiatives span: digital and mobile strategy, client insights and market research, innovation and competitor intelligence. I facilitated the communication of innovation and key client experience initiatives throughout the… Show more Assistant Manager in the Client Experience & Channel Strategy team, with a focus on Wealth Management International ('WM-I') Tools and Mobility Initiatives. I coordinated the delivery of key Client Experience initiatives, liaising with regional and global teams. These initiatives span: digital and mobile strategy, client insights and market research, innovation and competitor intelligence. I facilitated the communication of innovation and key client experience initiatives throughout the WM-I business.

• Associate, Fiduciary Management

  • Apr 2016 - Feb 2017

  St Helier, Jersey, Channel Islands, British Isles Assistant Manager level role in the Strategic team of Fiduciary Management (Trust & Company administration). I held a diverse and complex portfolio of trusts and companies. My client portfolio was geographically varied but with a strong North American and South American focus. I acted as the first point of contact for my clients and demonstrated a proactive and solution lead approach when dealing with client requests. I had a keen eye for new business opportunities and was highly… Show more Assistant Manager level role in the Strategic team of Fiduciary Management (Trust & Company administration). I held a diverse and complex portfolio of trusts and companies. My client portfolio was geographically varied but with a strong North American and South American focus. I acted as the first point of contact for my clients and demonstrated a proactive and solution lead approach when dealing with client requests. I had a keen eye for new business opportunities and was highly efficient in respect of billing and debtor management. Alongside my client facing role I was highly involved in business critical projects, employee forums, team level initiatives and have provided mentoring and coaching.

• Senior Officer, Fiduciary Management

  • Sep 2014 - Apr 2016

  St Helier, Jersey, Channel Islands, British Isles In my role as Senior Officer I assisted with the provision of bespoke and complex services to a portfolio of trusts and companies. I performed many responsibilities aligned to the role of Associate, prior to promotion.

• Trust Graduate Programme

  • Sep 2013 - Sep 2014

  St Helier, Jersey Channel Islands, British Isles I joined the Private Client Fiduciary Services Graduate Scheme after recently graduating Keele University, achieving a First Class Bachelors of Arts degree (with honours) in International Business and Human Geography. I participated in the PCFS Graduate Scheme from September 2013 and through a tailored program of learning, studying the STEP Certificate in International Trust Management and on-the-job training, developed the skills to hold my own list of fiduciary entities after the completion… Show more I joined the Private Client Fiduciary Services Graduate Scheme after recently graduating Keele University, achieving a First Class Bachelors of Arts degree (with honours) in International Business and Human Geography. I participated in the PCFS Graduate Scheme from September 2013 and through a tailored program of learning, studying the STEP Certificate in International Trust Management and on-the-job training, developed the skills to hold my own list of fiduciary entities after the completion of the PCFS Graduate Scheme. I was allocated my own client portfolio five months ahead of schedule based on my performance.

• Project Administrator

  • Dec 2012 - Dec 2012

  St Helier, Jersey Channel Islands, British Isles Project work assisting the Unquoted Investments team.

• Project Administrator

  • Aug 2012 - Sep 2012

  St Helier, Jersey Channel Islands, British Isles Project work assisting the Unquoted Investments team.