RBC Wealth Management
Organization SocialActive

RBC Wealth Management is a comprehensive financial services website offering a wide range of investment, retirement, and wealth management solutions. The site provides valuable resources and insights to help individuals and families achieve their financial goals, offering personalized advice and expertise. With a focus on long-term financial planning and a commitment to excellence, RBC Wealth Management aims to provide clients with innovative solutions and unparalleled service to help them navigate the complexities of the financial world. Whether seeking to build wealth, plan for retirement, or protect assets, RBC Wealth Management offers a comprehensive suite of services to meet the diverse needs of its clients.

  • Encrypted
    Site is Encrypted

  • Country
    Hosted in United States

  • Latitude\Longitude
    37.751 / -97.822    Google Map

  • Traffic rank
    #43,557 Site Rank

  • Site age
    23 yrs old

  • Site Owner information
    Whois info

Traffic rank
#43,557
Site age
23 yrs
Location
United States
Popular Questions for RBC Wealth Management
Newest job postings for RBC Wealth Management
via RBC Careers - About RBC posted_at: 22 days agoschedule_type: Full-time
Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose... Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose...

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Managing Director, Wealth Management: Head of Cash & Lending Services

Job Description

What is the opportunity?

Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future!

As an Operations Managing Director - Cash and Lending Services Operations, you will deliver strategic and tactical direction to ensure overall department performance meets or exceeds established industry and company standards for service, efficiencies, innovation, risk mitigation and professionalism. You will interact extensively with various business lines and legal entities, vendors as well as the functional units within the firm, providing superior production and service support.

Through your leadership skills, you will be responsible for ensuring agreed upon activities are executed in alignment with service level agreements, policies and regulatory guidelines. This requires a thorough understanding of RBC US Wealth Management’s strategic priorities, competitive advantages, and positioning within the industry as well as broad industry knowledge and expertise to ensure optimal alignment of the department’s plans and priorities with those of the firm.
• This position is open to remote work and locations outside of Minneapolis, MN*

What will you do?
• Lead and manage the Cash and Lending Services Operations teams to ensure overall performance meets or exceeds the established industry, regulatory and company standards for service, efficiencies, innovation and professionalism for the following functional teams:
• Cash Management Services: Wire Transfer, Check & ACH Processing
• Money Market and Bank Deposit Sweep Operations
• Margin
• Securities Based Lending (SBL)
• Manage departments’ budget, financial forecasts, staffing models, department metric tracking and compensation administration.
• Lead the development, recommendations and execution of business plans for the departments’.
• Partner with business leaders to enable future growth, efficiencies and exemplary service.
• Represent Cash and Lending Services at specific SBL and Operations’ committees and meetings (Operations Town Hall, SBL Town Hall, RMC, CMC, SBL Exco, and OCC meetings).
• Ensure adherence to US Wealth Management and NY Bank Branch procedures and policies, completed accurately and within service level agreements and regulatory guidelines.
• Execute assigned responsibilities; ensuring processes are performed according to prescribed regulations and established policies and procedures.
• Maintain in depth knowledge of BCP procedures, policies and department plans.
• Provide training, coaching, recognition and development for team members; fostering teamwork and planning for succession.
• Oversee complex exception-based and/or highly specialized department deliverables and processes to ensure controls are effectively managing work quality, mitigating risk and aligned to banking and brokerage regulations as applicable.
• Ensure adherence to outsource SLA agreement between Operations and the NY Bank Branch; while confirming procedures and policies are followed by the team, completed accurately and within service level agreement and requisite regulatory guidelines
• Prioritize and drive technical innovation to support straight through processing, self-service field capabilities, risk mitigation, expense reduction and service excellence. Monitor implementation and effectiveness of new Technology solutions to ensure successful implementations. Ensure your team in involved and aligned with the change strategy

What do you need to succeed?

Must-have
• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 10+ years of securities, banking, technology and/or job specific industry experience
• Securities license 27, or 99 (or able to obtain license within 120 days)
• 7+ years securities based lending operations, cash management operations, project management, vendor management, analysis, and/or risk control experience
• 7+ years demonstrated leadership experience managing large teams in change oriented environments

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 great benefits, annual incentive program and recognition
• Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact
• A dynamic, collaborative, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

Job Summary

Address:

Minneapolis, Minnesota, United States of America

City:

USA-MN-MINNEAPOLIS

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-09-16-07:00

Application Deadline:

2023-06-02-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers
Show more details...
via RBC Careers - About RBC posted_at: 1 day agoschedule_type: Full-time
Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose... Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose...

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client associate/Registered Client Associate

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

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?
• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

What do you need to succeed?

Must-have
• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
• Current FINRA registrations
• Financial services experience

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

Job Summary

Address:

Rapid City, South Dakota, United States of America

City:

USA-SD-RAPID CITY

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-03-09-08:00

Application Deadline:

2023-05-31-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers
Show more details...
via LinkedIn posted_at: 25 days agoschedule_type: Full-time
Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose... Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose...

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Marketing Manager, Client Communications & Engagement

Job Description
• Manage RBC Bank’s new client onboarding, including monitoring effectiveness and making enhancements for continuous improvement.
• Establish a deep understanding of RBC Bank’s client portfolio to guide communication and engagement strategy.
• Develop and manage client engagement calendar aligned to business objectives, including product utilization, cross-sell and retention.
• Represent and explain cross-sell and engagement performance and insights, and demonstrate progress to business stakeholders and partners.
• Own the onboarding, engagement and utilization treatment plans for Cross-border clients (Baking and Real Estate).
• Maintain stable of compelling offers aligned to client behaviors and desires to support product utilization.
• Manage Partner offers and perks in partnership with Products/Partnership team.
• Participate in regular partner touchpoints (quarterly, annual, etc.) to review results, learn new offers/offerings and identify communication/engagement opportunities.
• Serve as liaison between Partnerships and Marketing.
• Support REF acquisition and engagement programs as needed.
• Ensure first line Marketing Compliance for cross-border banking materials and campaigns in accordance with Marketing Compliance Approval Procedures.
• Partner with Senior Manager, REF Acquisition and Engagement to identify banking cross-sell and onboarding for REF clients as well as REF cross-sell for appropriate bank clients.
• Partner with Operations to provide counsel and oversight of client experience and communications when appropriate.

Job Summary

The Marketing Manager, Client Engagement is responsible for RBC Bank client communications, including onboarding, engagement and retention. Reporting to Senior Marketing Manager, REL Acquisition and Engagement, this role focuses on deepening relationships with existing clients, including new client onboarding, product cross-sell and utilization, engagement and retention. The Marketing Manager is also accountable for operational communications aligned to our desired client experience.

Address:

Raleigh, North Carolina, United States of America

City:

USA-NC-RALEIGH

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-02-06-08:00

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers
Show more details...
Search trends for RBC Wealth Management