Agent Lead

Job DescriptionWhat 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 QualificationPartner directly with Financial Advisors, field leadership, and business stakeholders (“side-of-desk”) to identify high-value workflow opportunitiesEvaluate 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 efficiencyAgent Design, Build & Rapid ExperimentationLead rapid POC development cycles (fail fast / scale fast) for agentic workflowsDesign 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 scalabilityProduct Ownership & Lifecycle AccountabilityAct as Product Owner for agentic workflows—owning use case shaping through validated solution patternsEnsure solutions are not “built and dropped” by:Defining success metrics and adoption criteriaDriving iteration based on advisor feedback and usage telemetryMaintain a portfolio of agentic capabilities with clear value articulation and reuse potentialEnterprise Alignment & Governance IntegrationEngage with enterprise stakeholders (e.g., Borealis / enterprise AI, architecture, and platform teams) to:Align with approved agentic frameworks and standardsLeverage existing enterprise capabilities before building net newEnsure all agentic solutions align to:Model risk governanceData privacy and security requirementsAI explainability and control frameworksAgent Ecosystem & Standards DefinitionDefine how agent ecosystems operate within RBC Wealth Management, including:Interaction models between vendor, enterprise, and native agentsGuardrails for agent autonomy and decisioningCost-efficiency and performance considerationsContribute to evolving enterprise agent standards through applied learningsPeople Leadership & Capability BuildingManage and develop Context Engineers / Prompt EngineersEstablish best practices in:Context design and retrieval strategiesPrompt engineering and agent behavior tuningBuild a culture of experimentation, accountability, and pragmatic problem solvingField Engagement & AdoptionTravel (~25%) to branches and field locations to:Observe advisor workflows firsthandIdentify friction points and real-world opportunities for agentsValidate usability and adoption of agentic solutionsWhat do you need to succeed?Must-haveProven 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 hybridExperience working across business, engineering, and enterprise governance functionsAbility to rapidly prototype (POCs) and iterate based on real user feedbackStrong judgment in when to use AI vs. when not toExperience 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 executivesNice to haveExperience in Wealth Management / Financial Services, particularly advisor workflowsFamiliarity with CRM-based agent platforms (e.g., Salesforce Agentforce)Exposure to event-driven architectures and real-time data integrationUnderstanding of AI risk, model governance, and explainability frameworksExperience integrating with enterprise AI platforms (e.g., internal AI platforms, cloud AI services)Background in human-centered design or workflow optimizationWhat’s in it for you?Direct ownership of one of the most strategically important capabilities in RBC Wealth Management—agentic AIOpportunity to define how AI agents fundamentally reshape advisor productivity and client engagementHigh visibility across business, technology, and executive leadershipAbility to operate in a true “build, test, learn” environment with real-world impactLeadership of a next-generation capability (context engineering + agent orchestration)Influence on enterprise-wide agent standards and architecture directionThe 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: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder valueJob SkillsAgentic AI, Artificial Intelligence Technologies, Business Process Flows, Business Process Improvements, Commercial Acumen, Data Science, Decision Making, Enterprise Architecture (EA), Enterprise Architecture Framework, Generative AI, Generative AI Agents, Lean Business Processes, Machine Learning (ML), Natural Language Processing (NLP), Predictive Analytics, Python (Programming Language)Additional Job DetailsAddress:250 NICOLLET MALL:MINNEAPOLISCity:MinneapolisCountry:United States of AmericaWork hours/week:40Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-05-12Application Deadline:2026-07-03Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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 CommunityStay 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</a/span>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.