Internal Practice Management & Teams Consultant

rbc; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Flexible benefits

Professional development

Job summary

RBC is seeking an Internal Practice Management & Teams Consultant to provide operational, content, and event support for the PM&T group. You will handle inquiries, assessments, and ensure smooth service delivery of department resources.

The role emphasizes event coordination, content creation, and initiative tracking across regional workshops, with coaching support for financial advisors and teams. Strong communication and MS Office skills are essential.

Qualifications

• Bachelor's degree in communications, business administration, hospitality, event management or related field.
• 2–4+ years corporate work experience.

Responsibilities

• Act as primary point of contact for inquiries and route requests to PM&T resources.
• Administer behavioral and team-performance assessments.
• Provide episodic coaching support for financial advisors and teams.
• Create collateral, infographics, handouts, and workbooks with modern layouts.
• Develop PowerPoint presentations and agendas for executives.
• Refresh and brand-consist content templates and resources.
• Draft internal communications and manage program updates.
• Manage calendars, distribution lists, and monitor project initiatives.
• Coordinate regional in-person and virtual workshops and conferences.
• Set up digital event sites, attendee lists, and Webex sessions.
• Coordinate AV, room layouts, and catering on-site.

Skills

Interpersonal skills

Written & verbal communication

Proofreading

Microsoft Office熟练

Education

Bachelor's degree in communications or related field

Tools

PowerPoint

Word

Excel

Outlook

Salesforce

Adobe Creative Cloud / Canva

Webex

Job description

The Internal Practice Management & Teams Consultant provides critical operational, content, and event support to the Practice Management & Teams (PM&T) group. Serving as the initial point of contact for the field, this role manages incoming inquiries, administer assessments, and ensures seamless service delivery of department resources.

Beyond core administration, this position is focused on event logistics and support, content development and organization, and initiative tracking. This position will design digital and print materials, coordinate regional workshops, and provide episodic coaching support and follow-up to financial advisors and their teams. This fast-paced role requires flexibility and the ability to balance multiple priorities under tight deadlines.

Major Job Accountabilities :

Client Service & Team Support

• Field Liaison: Act as the primary point of contact for incoming inquiries, routing requests and connecting field members with PM&T resources.
• Assessment Administration: Manage and administer behavioral and team-performance assessments for field teams.
• Coaching Assistance: Participate in episodic or short-term coaching engagement support for financial advisors and their teams.

Content Creation & Graphic Design

• Collateral Design: Produce visually compelling workshop materials, digital resources, infographics, handouts, and workbooks using modern layout tools.
• Presentations: Develop high-impact PowerPoint presentations and agendas for executive and field audiences.
• Brand Refresh: Format and update existing team content to ensure all templates and resources are modern, professional, and brand compliant.

Communications & Operations

• Field Communications: Draft and distribute multi-platform internal communications, digital invitations, follow-up materials, and program updates to boost engagement.
• Daily Operations: Manage department calendars, maintain active distribution lists, track vendor billing, and monitor key project initiatives
• Process Improvement: Participate in internal team projects to streamline operations and enhance service quality.

Event Management & Logistics

• Program Coordination: Coordinate, execute, and track regional in-person and virtual workshops, conferences, and programs.
• Digital Setup: Build event registration websites, maintain attendee lists, and schedule/host virtual sessions via Webex.
• Onsite Logistics: Coordinate AV setup, room layouts, and catering coordination.

Basic Requirements

• Bachelor's degree in communications, business administration, hospitality, event management, marketing, or related field.
• 2-4+ years corporate work experience

Minimum Qualifications (Knowledge, Skills & Abilities)

• Superior interpersonal skills, including relationship-building with all levels of employees.
• Exceptional written and verbal communication skills, including strong proofreading and copywriting capabilities.
• Meticulous attention to detail to handle simultaneous moving parts and tight deadlines.
• Advanced knowledge of Microsoft PowerPoint, Word, Excel, and Outlook.
• Willingness to travel (estimated at 20%).

Preferred Qualifications

• Proficiency with Salesforce.
• Proficiency with business analytics, client segmentation, and tracking tools.
• Experience working within the financial services sector.
• Proficiency with graphic design platforms (such as Adobe Creative Cloud, Canva, or similar visual layout tools).
• Familiarity running virtual and hybrid meeting software and troubleshooting digital complications.
• Ability to collect and analyze metrics to produce data-driven insights to increase impact and enhance future strategies.

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 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 $ 55,000-$95,000 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 q