Alternative Investment Strategist
RBC
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Benefits offered by this job
Job summary
RBC US Wealth Management seeks an Alternatives Investment Strategist to join the Portfolio Advisory Group. You will help develop and coordinate our alternatives ambitions, empowering advisors with asset-class insights and portfolio positioning.
You will publish market views, run webcasts, and collaborate with committees to shape strategic guidance for client portfolios containing alternative assets.
Qualifications
- Bachelor's degree in Finance or Economics.
- 10+ years in financial services.
- 5+ years as an investment strategist or similar.
- Series 7 & 66 license or ability to obtain in 180 days.
- Experience working with financial advisors.
- Knowledge of complex investment structures and esoteric investments.
- Wealth management and investment product expertise.
- Strong communication and analytical skills.
Responsibilities
- Publish articles and publications about the alternatives market.
- Organize and participate in webcasts on alternatives topics.
- Collaborate with Marketing to support campaigns and content.
- Work with Investment Committees to form market views across alts.
- Review client portfolios with UHNW advisors focusing on alternatives.
- Create proactive service model for client relationships.
- Stay current on trends and recommend investments.
- Develop an actionable framework to explain risks and opportunities.
Skills
Education
Tools
Job description
As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions. The role is part of the Portfolio Advisory Group (PAG). PAG’s mandate is to enable RBC-WM financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competence and confidence and your role will empower financial advisors with thoughts on the asset class and portfolio positioning.
As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions. The role is part of the Portfolio Advisory Group (PAG). PAG’s mandate is to enable RBC-WM financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competence and confidence and your role will empower financial advisors with thoughts on the asset class and portfolio positioning.
- Responsible for internal and external publications about the alternatives market
- Organize and participate in webcasts focusing on alternatives topics and market outlook
- Collaborate with Marketing to support alternatives campaigns and enhance website content
- Collaborate with the U.S. Investment Committee and Global Portfolio Advisory Committee members to formulate market views across various alternative asset classes
- Assist UHNW advisors or other internal partners in review of client portfolios and allocations with specific focus on alternatives
- Create and implement a proactive service model for managing relationships
- Stay current on emerging trends in the alternatives market to make informed investment recommendations
- Create an actionable investment framework within the alternatives market to help advisors and clients understand risks and opportunities
- Communicate market (our cross-asset investment views) and economic perspectives to clients, via client presentations, publications or product-oriented marketing programs
- Relate key market developments to the positioning within managed portfolios to clients, specifically within alternative asset classes
- Research model portfolio development that includes alternative investments
- Bachelor’s degree, preferably in Finance or Economics
- 10+ years’ financial industry experience
- 5+ years’ experience as an investment strategist or similar role
- Series 7 & 66 licensed or ability to obtain in 180 days
- Previous experience working with financial advisors
- Knowledge of complex investment structures and esoteric investments
- Exhibits wealth management and investment products expertise
- Able to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goals
- Effective problem identification, analytical and resolution skills
- Ability to distill complex or detailed financial information to key points and a recommendation
- Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting
- Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
- CFA®, CAIA®, or CFP® designation or working to obtain
- 2+ years HNW client experience
- Portfolio management experience
- Experience in investment performance and risk analysis, particularly as it relates to multi-asset portfolio management
- Experience recommending and researching private investment opportunities and how they fit into a well-diversified high-net worth portfolio
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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- 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.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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
Active Learning, Adaptability, Alternative Investments, Building Trust, Capital Markets, Client Service, Collaboration, Critical Thinking, Economic Analysis, Effective Written Communication, Fund Analysis, Investment Management, Manager Research, Professional Presentation, Taking Ownership, Teamwork
250 NICOLLET MALL:MINNEAPOLIS
Minneapolis
United States of America
40
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-11
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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