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Complex Operations Manager

Chevy Chase, MD
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Complex Operations Manager

RBC  Chevy Chase, MD On-site 3 hours ago  1 applicant

  • Full-time · Mid-Senior level
  • 10,001+ employees · Banking
  • 129 connections · 2,141 company alumni · 2 school alumni
  • Actively recruiting


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Meet the hiring team


Adjeka Lynda Zigah, SHRM-CP 


Senior Recruiter at RBC Wealth Management

Job poster

5 mutual connections


About the job

Come Work with Us!


At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title


Complex Operations Manager - Chevy Chase, MD


Job Description


What is the opportunity?


Embrace RBC Wealth Management’s core values and culture of doing what’s right. As a Complex Operations Manager (COM), you will monitor all complex operations activities including acceptance and distribution of clients’ funds and securities. You will coach and supervise the complex operations associates to ensure they execute functions consistent with branch, firm and regulatory policies and procedures.


At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.


What will you do?


  • Oversee the delivery and receipt of all client funds and securities.
  • Review and approve cost basis changes and communicate margin-related issues to Financial Advisors and Client Associates and then communicate resolution to the margin department.
  • Provide daily and monthly reports to the Complex Administrative Manager for review in a timely manner.
  • Partner with the Complex Administrative Manager to onboard and train new and existing associates.
  • Maintain strong and cooperative relationships between the operations associates and the offices in the complex by quickly and efficiently resolving issues as they arise and escalating problems to the Complex Administrative Manager.
  • Coordinate the maintenance of all operations-related systems and equipment for IT related projects, activities, changes and issues.
  • Secure the complex cashiering office at all times.


What do you need to succeed?




  • Minimum of 5 years of financial services industry experience and a working knowledge of fixed income products, equities, mutual funds, insurance, annuities, the stock market, investments and retirement plans
  • Series 7, 66 (or 63/65 licenses)
  • Attention to detail along with strong math, organizational and problem solving skills
  • Excellent interpersonal verbal and written communication skills
  • Ability to work effectively in fast-paced, deadline-driven environment, and manage multiple demands and competing priorities




  • Bachelor’s degree
  • Previous supervisory or management experience
  • Series 8 (or 9/10) license or the ability to obtain within 12 months


What’s 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.
  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business


Job Summary




Chevy Chase, Maryland, United States of America








United States of America


Work hours/week:




Employment Type:


Full time




Wealth Management


Job Type:




Pay Type:




Posted Date:




Application Deadline:




Inclusion and Equal Opportunity Employment


At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.


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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



Chevy Chase, MD
20815 USA



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