Operations Team Lead I - Alternative Investments

About the role

As an Operations Team Lead in Alternative Investments, you will provide training, coaching, and work direction for Operations Associates supporting time-sensitive, complex exception-based and/or highly specialized processes. You will also support escalated complex customer service situations, complete process oversight, support new initiative/process implementation, and provide department processing back-up support when needed.

Responsibilities

• Act in a leadership capacity in the Alternative Investment Operations department, and more specifically the Investment and Onboarding team.
• Train and act as a resource for other Operations Associates; provide work direction to Associates within assigned group.
• Mentor and provide on-the-job performance coaching.
• Monitor daily process volumes and make recommendations to modify resource support levels to ensure department service levels are met.
• Accept and successfully execute change while supporting employees through the process, and keeping them focused on business priorities.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operations departments, RBC Business Units, external customers or industry participants.
• Address escalated questions independently, seeking assistance from Manager as appropriate following established department procedures.
• Conduct business process oversight to ensure adherence to department procedures, risks are mitigated, and regulatory requirements are met.
• Review exceptions to standard processing to ensure overall compliance with regulations, firm policies, and accepted business practices.
• Accurately review, verify, and/or record data into technology supporting department processes.
• Reduce risk, increase efficiency, or enrich customer service by suggesting process changes and/or system modifications.
• Participate in testing and implementation of new systems and processes as required.
• Act in a processing capacity as needed, including providing department work support during high volume times or when other team members are not available.
• Perform complex tasks within an area or department when required.
• Perform all other duties and responsibilities as assigned.
• Act as a primary point of contact for new financial advisors and firms to RBC and serve as the ultimate SME for alternative investments.
• Provide exceptional service to field partners assisting with bringing in their book of business from other Broker Dealers and Custodians.
• Collaborate closely with alternative investment issuers and agents to onboard new alternative investments to the RBC platform.
• Provide in-depth knowledge of the client and field experience, suggesting process improvement and technological enhancements to improve the client and field experience, reduce risk, or increase efficiency.
• Work directly with third-party fund companies and transfer agents to process client requests seamlessly and efficiently.

Requirements

• Must-have: 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
• Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment with a high attention to detail and ability to maintain confidentiality.
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook.
• Nice-to-have: 4-year degree from an accredited university in business, finance or related field. 3+ years business, finance, customer service and/or accounting/bookkeeping experience. Previous experience in the securities or banking industry preferred. Ability to integrate Excel and Access databases into daily work.

Qualifications

• Must-have: 4-year degree from an accredited university (or equivalent) OR High school diploma (or equivalent) AND 3 years of job-related experience.
• Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes.
• Ability to handle multiple priorities in a fast-paced and deadline-driven environment with a high attention to detail and ability to maintain confidentiality.
• Exceptional interpersonal, verbal and written communication skills, with an ability to work effectively with all levels of staff and management.
• Proficient computer skills in Windows-based software products including Word, Excel and Outlook.
• Nice-to-have: 4-year degree from an accredited university in business, finance or related field. 3+ years business, finance, customer service and/or accounting/bookkeeping experience. Previous experience in the securities or banking industry preferred. Ability to integrate Excel and Access databases into daily work.

Skills

• Active Learning
• Analytical Thinking
• Change Management
• Communication
• Critical Thinking
• Cross-Team Collaboration
• Customer Service
• Knowledge Organization
• Managing Ambiguity
• Operational Delivery
• Process Improvements
• Strategic Thinking
• Time Management

Benefits

The good-faith expected salary range for the above position is $50,000 - $80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

Pay

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Schedule

Flexible work/life balance options.

Additional Job Details

• Address: 250 NICOLLET MALL:MINNEAPOLIS
• City: Minneapolis
• Country: United States of America
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-05-26
• Application Deadline: 2026-07-22