Sr. Manager, Reporting & Analytics

Job Description

What is the opportunity?We are seeking a Sr. Manager, Reporting & Analytics to join our Wealth Management Canada Business Intelligence Team. You will play a key role in modernizing our analytics infrastructure by migrating legacy reporting systems to cloud-based platforms, creating impactful dashboards and reports, and establishing best practices in data governance. This position offers the opportunity to drive strategic transformation while directly supporting business users across investment advisory, branch management, and head office functions.
What will you do?System Migration & Modernization:
Lead the migration of reports from legacy SAS systems to Snowflake/Tableau, ensuring seamless transitions and minimal business disruption

Requirements Gathering & Analysis:
Conduct discovery sessions with business stakeholders to understand reporting needs, pain points, and analytics requirements; document and prioritize requirements to inform solution design

Dashboard & Report Development:
Design and build intuitive dashboards and reports for diverse WMC stakeholders including Investment Advisors, Branch Managers, Regional Managers, and Head Office teams

Data Ecosystem Expertise:
Develop deep knowledge of our data landscape, identify authoritative data sources, and become a go-to resource for data location and accessibility questions

Cross-functional Collaboration:

Partner with business stakeholders, technology teams, and other departments to ensure project deliverables meet requirements and timelines

Regulatory Compliance:
Support timely delivery of regulatory reports (e.g., CRM3, CIRO) with 100% accuracy and on-time performance

Documentation & Knowledge Transfer:
Create comprehensive documentation, data dictionaries, and knowledge base articles to support team and stakeholder understanding

Key Strategic Initiatives

Support cloud-first migration from SAS/SQL Server to Snowflake for near real-time analytics

Support data governance initiatives, including automated validation, data lineage tracking, and metadata management

Drive adoption of modernized reporting frameworks and monitor end-user engagement

Identify opportunities to automate reporting and eliminate redundant processes

What do you need to succeed?
Must-have

7+ years of experience in business intelligence, data analytics, reporting or related field

Proficiency with BI tools (Tableau, Power BI, or equivalent) and MS Excel

Experience with SQL and relational databases

Knowledge of data warehousing concepts and ETL processes

Strong communication skills and ability to work cross-functionally

Ability to translate business requirements into technical solutions

Bachelor’s degree in computer science, Data Science, Business, Mathematics, Statistics, or related field

Nice-to-have

Experience with Snowflake or cloud data platforms

Familiarity with SAS

Knowledge of financial services or wealth management industry

Understanding of regulatory reporting requirements (e.g., CRM3, CIRO)

What We Offer
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.

Opportunity to shape the future of analytics at RBC Wealth Management

Exposure to cutting-edge cloud technologies and modern BI practices

Collaborative team environment with experienced mentors

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

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

A world-class training program in financial services

Flexible work/life balance options

Opportunities to do challenging work

Professional development and career growth opportunities

Job Skills
Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem…