Director, Strategy

Job Description
What is the Opportunity?
This role establishes a strong link between Role Design, Technology partners, and Personal and Commercial Banking partners to enable the optimization, development, and delivery of digital tools and applications used by Canadian Banking advisors.Primary Focus
Drive horizontal strategy across all CRM and Branch Platforms to ensure integrated and consistent advisor experiencesWork across LOBs, including Personal Bank, Commercial and Private Banking on defining strategic vision and transformational roadmap for next generation of use cases and capabilitiesEstablishing the rigor for the ongoing management and evolution of the platform and realization of business benefits.Identify, assess, and proactively mitigate risks, developing contingency plans and ensure effective risk management across the portfolio.Manage budgets and financial planning in collaboration with finance and business management teams.Track approved funding spend, forecast future needs, and ensure cost efficiency across the delivery portfolio.Define and track product OKRs and KPIs, and drive the team to achieve themEnsure incremental adoption of relevant Client360 capabilities and further introduction of capabilities contained within Salesforce Financial Services Cloud®Staying up to date with the FSC products roadmapAdvocate on behalf of the advisor community in the development of enterprise tools further contributing to Advisor efficiency and experienceDriving collaboration with key internal functional partnersResponsible for strategic alignment across major, Big Rock/large initiatives and digitization with Client360 Platform.Ensure technology roadmaps align with advisor needs, RBC strategic direction and enable engagement across preferred channelsEstablish and maintain strategic governance and reporting across platforms, driving alignment between business objectives and technology deliverySecondary Focus
Collaborate with AI team partners to integrate Actionable insights into the Advisor's path into Client360 (and other Advisor platforms) for enabling pre-dive, post-dive and in the moment efficiencies and effectivenessLead rapid POC development cycles with authority to "fail fast / scale fast," designing multi-agent interactions across vendor agents, enterprise agents, and native/internal agents to AI-enable advisors through integration to the existing suite of technologies used by advisorsAct as Integrator to Client360 / Advisor Platform for agentic workflows-owning use case shaping through validated solution patterns, defining success metrics, and driving iteration based on advisor feedback and usage metricsWhat Will You Do?
Establish and maintain strategic direction across CRM and Branch Platforms, ensuring consistency and alignment with advisor needsAdvocate on behalf of the advisor community in enterprise tool development and provide ongoing feedback loopsDevelop business-centric programs and reporting that enhance daily advisor operationsIdentify stakeholder needs, negotiate priorities across competing interests, and collaborate with developers/partners to implement requirements effectivelyKeep business and technology stakeholders apprised of roadmap status and gather feedbackDeploy processes and technologies that safeguard Advisors and Clients (compliance and regulatory requirements)Conduct advisor research and act as the voice of the Advisor community in platform developmentNegotiate and prioritize enhancements to mitigate technical and financial riskPartner with Technology, Procurement, and third-party vendors to execute strategic initiativesWhat Do You Need to Succeed?
Must Have:Deep Expertise in Salesforce Financial Services Cloud (FSC) Capabilities: Demonstrates comprehensive knowledge of Salesforce FSC platform architecture, features, and capabilities (e.G., financial account management, financial deals, wealth management, customer data platforms). The ideal candidate should have hands‑on experience leveraging FSC to drive business outcomes, understand current and emerging FSC capabilities, and possess the ability to assess how these capabilities can inform and accelerate the evolution of Client360. This includes staying current with Salesforce product roadmaps and identifying opportunities to integrate new FSC innovations into Client360's strategic direction.Business Strategy & Bridge from Strategy to Implementation Exhibits strong strategic thinking combined with pragmatic execution capabilities. The candidate must be able to develop comprehensive business strategies aligned with organizational objectives while maintaining a keen understanding of implementation realities. This includes translating strategic visions into actionable roadmaps, managing stakeholder expectations, prioritizing initiatives based on business impact and resource constraints, and ensuring accountability for delivery. Experience in leading cross-functional teams to execute complex t
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