Wealth Management Client Strategy Lead

RBC; Clive (IA); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Total Rewards Program

401(k) matching

Paid time off

Job summary

RBC Wealth Management is seeking a Wealth Management Consultant to be the primary external sales support for Financial Advisors and the RBC Wealth Management platform. You will lead a diverse team of in-field and home office specialists, coaching Advisors, supporting training, pricing decisions, and client presentations for assets over $1M.

Ideal candidates will have 7+ years in the industry, Series 7/65 licenses, and a four-year degree (MBA preferred).

Qualifications

• Must-have: 7+ years of industry experience.
• Must-have: Series 7 and 65 securities licenses.
• Excellent understanding of the financial services industry and branch office/financial advising responsibilities.
• Minimum of a four-year college degree; MBA preferred.

Responsibilities

• Coaching: Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.
• Marketing: Understand policies/pricing; assist Advisors in pricing decisions and supporting business.
• Recruiting: Support Financial Advisor recruiting and onboarding efforts.
• Strategy: Lead Client Strategies Team to support complex needs and drive strategic initiatives.

Skills

Communication

Critical Thinking

Decision Making

Detail-Oriented

Fiduciary Management

Group Problem Solving

Interpersonal Relationships

Investment Consulting

Investment Management

Investment Performance

Private Banking

Results-Oriented

Estate Planning

Education

Bachelor's degree

MBA preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

RBC Wealth Management is seeking a Wealth Management Consultant to be the primary external sales support for Financial Advisors and the RBC Wealth Management platform. You will lead a diverse team of in-field and home office specialists, coaching Advisors, supporting training, pricing decisions, and client presentations for assets over $1M.

Ideal candidates will have 7+ years in the industry, Series 7/65 licenses, and a four-year degree (MBA preferred).