Wealth Consulting Leader: Strategy & Growth

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Total rewards program

401(k) with company match

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Capital Markets, LLC is seeking a Head of Wealth Consulting in Minneapolis to lead strategic initiatives across Wealth Management-US, overseeing consulting teams and driving productivity and growth.

The role partners with PCG leadership to advance advisory solutions, recruit and develop FAs, and monitor KPIs for performance and accountability. Experience in a fast-paced wealth environment is essential.

Qualifications

• 10+ years in financial services, wealth management or private banking.
• 4-year college degree in Finance/Business/Economics/Law or equivalent.
• Series 7 and 66 licenses, or ability to obtain.
• Excellent communication and public speaking skills.
• Proven leadership to guide field-based sales teams across the USA.

Responsibilities

• Lead strategic design, planning and execution for WM-US initiatives.
• Partner with PCG leadership to support productivity and growth.
• Recruitment, training and development of wealth management teams.
• Provide relationship management guidance and client-focused strategy.
• Drive advisory programs, metrics, and cross-department collaboration.

Skills

Leadership

Securities licenses

Excel/Office

Communication

Wealth management knowledge

Public speaking

Strategic thinking

Cross-functional collaboration

Education

Bachelor's degree in Finance/Business/ Economics/ Law

Job description

RBC Capital Markets, LLC is seeking a Head of Wealth Consulting in Minneapolis to lead strategic initiatives across Wealth Management-US, overseeing consulting teams and driving productivity and growth.

The role partners with PCG leadership to advance advisory solutions, recruit and develop FAs, and monitor KPIs for performance and accountability. Experience in a fast-paced wealth environment is essential.