Scaling Design for Enterprise Impact in Global Asset Management

Digital Strategy · Advisor Enablement · Design Leadership

THE CHALLENGE

Design was a resource, not a partner

When I joined RBC GAM, design was embedded in product squads with no shared leadership, no common system, and no consistent way of working. Advisors experienced a disconnected experience across a suite of tools. Designers had no growth path. And design had no seat at the strategic table.

The question wasn’t how to make individual tools better — it was how to build the infrastructure for design to operate at scale.

Team Evolution — from isolated individual contributors to a structured Digital Design Org with shared governance and growth pathways
MY APPROACH

Foundations, then velocity

Rather than shipping faster, I focused on what would make shipping sustainably better. Four decisions shaped everything that followed.

Reframed the Problem from optimizing individual tools to building a shared ecosystem and systems strategy across the full portfolio. Mapping output to this journey turned a fragmented set of tools into a coherent experience.

Invested in foundations first – Prioritized developing the design system and design operations before focusing on accelerating feature delivery

Embedded design upstream into product planning so UX decisions aligned with business KPIs, not just delivery milestones

Established outcome-based metrics by using design thinking methodologies to enable the Digital team to surface and measure productivity and efficiency impact

Curated a Productivity Impact Framework to standardize the approach to measuring and aggregating productivity gains across the portfolio, and translate them into the language of business investment.

FROM MOMENTUM TO ALIGNMENT

Building the AI Strategy Foundation

When RBC issued an org-wide mandate to accelerate AI adoption, individual teams moved fast — but in different directions. My role was to help build the strategic foundation that turned that momentum into alignment.

Working with the Head of Digital and VP of Experience, we developed a three-pillar framework to drive AI literacy, adoption, and innovation across GAM. We then stood up a cross-functional group, driven by the digital strategists to execute it.

The result: teams adopted new AI-assisted workflows, reporting aligned to consistent KPIs, and GAM Digital became a point of alignment for how the broader organization approached AI — rather than one of many teams running independently.

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