Job Description What is the opportunity? The Agent Lead sits at the forefront of transforming Financial Advisor productivity through agentic AI workflows -bridging business problems with intelligent automation. This role operates in a high-ambiguity, rapid experimentation environment , identifying where agent-based approaches can unlock value-and equally, where they should not be applied.
You will define how vendor agents (e.g., CRM-native), enterprise frameworks, and internally developed agents coexist and interoperate within a governed ecosystem. This is not a pure engineering role-it is a product-minded builder who shapes, validates, and scales agentic patterns that can be reused across Wealth Management.
The mandate is to move fast, prove value, and establish repeatable patterns , while aligning to enterprise architecture, risk, and AI governance standards. What will you do? Agentic Strategy & Use Case Qualification - Partner directly with Financial Advisors, field leadership, and business stakeholders ("side-of-desk") to identify high-value workflow opportunities - Evaluate when to apply agentic AI vs. deterministic automation vs. no automation , with the authority to say "this is not an AI problem" - Define and prioritize agentic use cases aligned to advisor productivity, client engagement, and operational efficiency Agent Design, Build & Rapid Experimentation - Lead rapid POC development cycles (fail fast / scale fast) for agentic workflows - Design multi-agent interactions across: - Vendor agents (e.g., CRM/Agentforce) - Enterprise agents (shared services / platforms) - Native/internal agents (event-driven, workflow-specific) - Establish reusable agent design patterns (prompting, orchestration, memory, tool usage, escalation paths) - Partner with AI Engineering to validate feasibility, performance, and scalability Product Ownership & Lifecycle Accountability - Act as Product Owner for agentic workflows -owning use case shaping through validated solution patterns - Ensure solutions are not "built and dropped" by: - Defining success metrics and adoption criteria - Driving iteration based on advisor feedback and usage telemetry - Maintain a portfolio of agentic capabilities with clear value articulation and reuse potential Enterprise Alignment & Governance Integration - Engage with enterprise stakeholders (e.g., Borealis / enterprise AI, architecture, and platform teams ) to: - Align with approved agentic frameworks and standards - Leverage existing enterprise capabilities before building net new - Ensure all agentic solutions align to: - Model risk governance - Data privacy and security
requirements - AI explainability and control frameworks Agent Ecosystem & Standards Definition - Define how agent ecosystems operate within RBC Wealth Management , including: - Interaction models between vendor, enterprise, and native agents - Guardrails for agent autonomy and decisioning - Cost-efficiency and performance considerations - Contribute to evolving enterprise agent standards through applied learnings People Leadership & Capability Building - Manage and develop Context Engineers / Prompt Engineers - Establish best practices in: - Context design and retrieval strategies - Prompt engineering and agent behavior tuning - Build a culture of experimentation, accountability, and pragmatic problem solving Field Engagement & Adoption - Travel (~25%) to branches and field locations to: - Observe advisor workflows firsthand - Identify friction points and real-world opportunities for agents - Validate usability and adoption of agentic solutions What do you need to succeed?
Must-have - Proven experience building and deploying agentic AI solutions (multi-agent systems, orchestration frameworks, tool-using agents) - Strong understanding of agent frameworks and architectures (e.g., orchestration layers, memory models, tool integration, event-driven agents) - Demonstrated ability to operate as a builder + product owner hybrid - Experience working across business, engineering, and enterprise governance functions - Ability to rapidly prototype (POCs) and iterate based on real user feedback - Strong judgment in when to use AI vs. when not to - Experience designing workflow-driven automation (not just models) - Leadership experience managing technical talent (e.g., prompt/context engineers) - Excellent stakeholder engagement skills-comfortable working "side-of-desk" with advisors and executives Nice to have - Experience in Wealth Management / Financial Services , particularly advisor workflows - Familiarity with CRM-based agent platforms (e.g., Salesforce Agentforce) - Exposure to event-driven architectures and real-time data integration - Understanding of AI risk, model governance, and explainability frameworks - Experience integrating with enterprise AI platforms (e.g., internal AI platforms, cloud AI services) - Background in human-centered design or workflow optimization What's in it for you? - Direct ownership of one of the most strategically important capabilities in RBC Wealth Management-agentic AI - Opportunity to define how AI agents fundamentally reshape advisor productivity and client engagement - High visibility across business, technology, and executive leadership - Ability to operate in a true "build, test, learn" environment with real-world impact - Leadership of a next-generation capability (context engineering + agent orchestration) - Influence on enterprise-wide agent standards and architecture direction The good-faith expected salary range for the above position is $100,000 - $170,000 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:
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