Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted yesterday

Director, Cost Basis and Performance Reporting

rbc132 open roles

Where
Minneapolis, Minnesota, United States of America
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowDirector, Cost Basis and Performance Reportingrbc · Minneapolis, Minnesota, United States of America

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on rbc's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market. rbc postings stay open a median of 8 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: posted yesterday

rbc median: 8 days open

The posting

Job Description

What is the opportunity?

This position provides strategic and tactical direction and support for the Operations departments of Cost Basis and Performance Reporting to ensure overall performance meets or exceeds the established industry and company standards for service, innovation and professionalism. This position requires a thorough understanding of RBC US Wealth Management’s strategic priorities, competitive advantages, and positioning within the industry to ensure optimal alignment of the departments’ plans and priorities with those of the firm. This position interacts extensively with various business lines as well as the functional units within the firm, providing process and service support to both internal and external customers. The individual in this position is expected to be a knowledgeable senior level liaison for both Operations and RBC. Incumbent must understand regulatory and organizational risks associated with work processes, how work is processed from beginning to end, and dependencies to other areas and departments.

What will you do?

  • Department Management & Oversight – Lead and manage teams to meet industry standards, oversee complex processes, provide training and succession planning, monitor process effectiveness, ensure quality consistency, and serve as the escalation point for unresolved issues.
  • Stakeholder Relations – Act as senior Operations contact to business lines and functional units; establish and maintain relationships with clients, business lines, and external vendors.
  • Cost Basis Reporting – Oversee Cost Basis Department, coordinate department budget, monitor spending, develop operational efficiencies, minimize data quality issues and adhere to IRS regulations specific to cost basis requirements.
  • Performance Reporting – Oversee Performance Reporting Department, coordinate department budget, monitor spending, develop efficiencies for firm-wide performance reporting application, ensure data accuracy and align with strategic goals for performance reporting application.
  • Communications & Employee Engagement – Communicate RBC's vision and organizational messaging, manage stakeholder communications, solicit customer feedback, foster positive workplace culture, and develop presentations for senior leadership.
  • Industry & Regulatory Awareness – Stay informed about industry regulations, trends, and emerging technologies relevant to operations.
  • Strategic Leadership & Advisory – Serve as senior advisor for cross-departmental decision-making, develop and execute business plans aligned with firm strategy, and represent Operations on cross-functional projects and committees.
  • Compliance & Change Management – Ensure adherence to firm and regulatory policies, and support employees through organizational transitions.

What do you need to succeed?

Must-have

  • 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 7+ years of securities, banking, technology and/or job specific industry experience
  • 7+ years prior securities, banking, technology industry and/or job specific related experience
  • Securities license 7 or 99 (or able to obtain license within 120 days)
  • 5+ years demonstrated and sound experience leading and managing a team

Nice-to-have

  • 4-year degree from an accredited university in business, finance or related field
  • 10+ years credit operations, project management, vendor management, analysis, and/or risk control experience

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

The good-faith expected salary range for the above position is $140,000 - $230,000 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. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Business Performance Management, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

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:

2026-10-22

Application Deadline:

2026-11-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against rbc's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on rbc's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    rbc's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.