Senior Branch Service Manager

RBC; San Francisco (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Coaching and development

Career growth opportunities

Job summary

RBC Wealth Management in San Francisco is seeking a Senior Branch Service Manager to lead the branch team, ensuring smooth operations and strong client service.

This player-coach role partners with Complex management, oversees onboarding, account administration, and risk controls while fostering a collaborative, high-performing culture. A 40-hour week with a competitive salary and benefits is offered.

Qualifications

• Bachelor's degree or related experience.
• 5+ years in financial services with knowledge of industry rules.
• Series 7 and 66 (or 63/65) and Series 9/10 (or 8).
• Strong written and verbal communication and computer skills.
• Previous supervisory experience.
• Attention to detail and efficiency mindset.

Responsibilities

• Oversee branch staff and operations, onboarding, training, and motivating staff.
• Communicate policy and procedural changes to staff.
• Onboard new accounts, record securities, and transmit data per RBC procedures.
• Ensure security of the branch cage and control access.
• Build client relationships and facilitate transfers, trades, checks, wires, and ACHs.

Skills

Staff supervision

Financial services experience

Regulatory knowledge

Communication skills

Attention to detail

Education

Bachelor's degree

Job description

What is the opportunity?

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

Job Description

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
• Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
• Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
• Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
• Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.

What do you need to succeed?

Must-have

• Bachelor’s degree or job related experience
• 5+ years of financial services experience with a solid knowledge of industry rules and regulations
• Series 7 and 66 (or 63/65) and Series 9/10 (or 8)
• Strong written and verbal communication and computer skills
• Previous supervisory experience
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

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 managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $70,000 - $120,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles

• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Collaborative Selling, Commercial Acumen, Customer Knowledge, Customer Service Management, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Additional Job Details

Address: 345 CALIFORNIA STREET:SAN FRANCISCO

City: San Francisco

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-05-11

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

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.