Operations Team Lead - Alternative Investments

Alternative Investments Operations Team Lead I

As an Operations Team Lead in Alternative Investments, you will provide training, coaching and direction for Operations Associates supporting time‑sensitive, complex exception‑based processes. You will also support escalated customer service situations, oversee processes, implement new initiatives and provide back‑up support when necessary.

• Lead the Alternative Investment Operations department, specifically the Investment and Onboarding team.
• Train, mentor and coach other Operations Associates, providing work direction and performance coaching.
• Monitor daily process volumes and recommend resource adjustments to meet service levels.
• Manage change while keeping teams focused on business priorities.
• Provide customer service support to individuals needing research, problem resolution or information from other departments, business units or external partners.
• Handle escalated questions independently and involve management as appropriate.
• Ensure adherence to procedures, mitigate risks and meet regulatory requirements by reviewing exceptions and verifying data entered into technology systems.
• Suggest process improvements and participate in testing and implementation of new systems and processes.
• Provide processing support during high volume periods or when team members are unavailable, performing complex tasks as required.
• Serve as the primary point of contact for new financial advisors and firms entering RBC and as the SME for alternative investments.
• Offer exceptional service to field partners bringing business from other broker dealers and custodians.
• Collaborate with alternative investment issuers and agents to onboard new investments onto the RBC platform.
• Use in‑depth client knowledge to suggest process and technological enhancements that improve experience, reduce risk or increase efficiency.
• Work with third‑party fund companies and transfer agents to process client requests efficiently.

• 4‑year degree from an accredited university (or equivalent) OR high‑school diploma and at least 3 years of job‑related experience.
• Strong problem identification, analytical and resolution skills, particularly in escalated issue resolution and oversight of exception‑based processes.
• Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment with high attention to detail and confidentiality.
• Excellent interpersonal, verbal and written communication skills and ability to work effectively with all staff levels.
• Proficiency in Windows‑based software, including Word, Excel and Outlook.

• 4‑year degree in business, finance or related field.
• 3+ years of experience in business, finance, customer service and/or accounting/bookkeeping.
• Previous experience in the securities or banking industry.
• Experience integrating Excel and Access databases into daily work.

• A comprehensive Total Rewards Program including bonuses, commissions, stock and flexible benefits.
• Leadership support for development through coaching and management opportunities.
• Opportunity to make a lasting impact within a dynamic, collaborative team.
• Flexible work/life balance options.
• Chance to take on progressively greater responsibilities.
• Access to a variety of job opportunities across the business.

The expected salary range is $50,000 – $80,000, depending on experience, skills and market conditions. This does not include discretionary bonuses, commissions or the overall benefits package, which may include a 401(k) with company matching, health, dental, vision, life and disability insurance, and paid time‑off.

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.

Location:

250 NICOLLET MALL, MINNEAPOLIS, Minnesota, USA.

Work hours:

40 hrs/week

Employment type:

Full time
Platform:
Wealth Management
Job type:
Regular

Pay type:

Salaried

Posted: 2026‑05‑26
Final date to receive applications: 2026‑07‑22 (applications accepted until 11:59 PM on the day prior to the deadline).