# Director, Cost Basis and Performance Reporting at RBC

RBC is hiring a Director, Cost Basis and Performance Reporting in Minneapolis, United States. It pays $140k-$230k a year and Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/975e4d00-658b-45a6-9c12-8e1bd21cbb13?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Minneapolis, Minnesota, United States of America.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Minneapolis, Minnesota, United States of America
- Salary: $140k-$230k
- Posted: October 22, 2026
- Apply: https://jobsbylevel.com/go/975e4d00-658b-45a6-9c12-8e1bd21cbb13?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=director-cost-basis-and-performance-reporting-at-rbc-da1590

## Description

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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/director-cost-basis-and-performance-reporting-at-rbc-da1590

Source: https://jobsbylevel.com/jobs/director-cost-basis-and-performance-reporting-at-rbc-da1590

## Cite this page

Level. https://jobsbylevel.com/jobs/director-cost-basis-and-performance-reporting-at-rbc-da1590.

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