Senior Alternatives Investment Strategist

RBC; San Francisco (CA); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Health, dental, vision benefits

Paid time off

Career development opportunities

Collaborative team environment

Job summary

RBC is seeking an Alternatives Investment Strategist for RBC US Wealth Management in San Francisco. You will develop and coordinate our alternatives ambitions, empower financial advisors, and deliver market views across asset classes.

You will publish research, run webcasts, and collaborate with Marketing to enhance campaigns and website content, while staying current on trends and building an actionable framework for client portfolios.

Qualifications

• Bachelor’s degree in Finance or Economics is required.
• 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.
• Experience working with financial advisors.
• Knowledge of complex investment structures and esoteric investments.
• Exhibits wealth management and investment products expertise.
• Able to distill client needs into actionable recommendations.

Responsibilities

• Publish 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 U.S. Investment Committee and Global Portfolio Advisory Committee on market views across alternative asset classes.
• Assist UHNW advisors or internal partners in review of client portfolios focusing on alternatives.
• Create and implement a proactive service model for managing relationships.
• Stay current on emerging trends to inform investment recommendations.
• Create an actionable investment framework within the alternatives market for advisors and clients.
• Communicate market views to clients via presentations, publications or marketing programs.
• Research model portfolio development including alternative investments.

Skills

Alternative Investments

Wealth Management

Investment Strategy

Portfolio Analytics

Client Relations

Written Communication

Education

Bachelor’s degree in Finance or Economics

Series 7 & 66 license or ability to obtain in 180 days

Tools

CFA/CAIA/CFP designation

Job description

RBC is seeking an Alternatives Investment Strategist for RBC US Wealth Management in San Francisco. You will develop and coordinate our alternatives ambitions, empower financial advisors, and deliver market views across asset classes.

You will publish research, run webcasts, and collaborate with Marketing to enhance campaigns and website content, while staying current on trends and building an actionable framework for client portfolios.