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https://rbcwealthmanagement.com
RBC Wealth Management
Most recent job postings at 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...
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...
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...
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...
via LinkedIn
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
Sr Manager, Technology Training
Job Description
What is the opportunity?
This individual will be responsible for providing leadership to the RBC Clearing & Custody Technology Training Team; ensuring quality deliverables are met with measured results and implementing effective strategies for internal and external customers learning and development needs.
What will you do?
• People Management – Coach, mentor and develop the technology training team to achieve training goals. Onboard new trainers and provide ongoing coaching of all applications and our method of providing a consistent superior training experience.
• Instructional Design – Primary contact for C&C technology training needs. Evaluates training requests to provide guidance on completion of training analysis, used to determine course content, timelines and delivery methods (classroom, e-learning, web conference, blended, etc.).
• Training & Demonstration Delivery: Delivery of in-person and virtual training to our clients. The team supports our Business Development lifecycle by providing customized technology demonstrations to potential RBC prospects.
• Relationship Management – Provides superior client experience and strengthens relationships with at all levels within the RBC organization and clients. Collaborates with internal colleagues to deliver and increase adoption of our technology tools. This includes participation in project meetings.
What do you need to succeed?
Must-have
• 2+ years of financial services industry experience, preferably with a broker-dealer or other large financial advisory firm.
• 3+ years of people management experience.
• 5+ years of training related experience.
• Strong presentation skills. Experience hosting webinars via WebEx or a similar tool
• Ability to travel when needed to client offices across the United Sites (up to 25% travel).
Nice-to-have
• Ability to create, execute and maintain training plans.
• Ability to take initiative, function independently, and work in a team
• Ability to prioritize and manage multiple tasks and projects while ensuring that goals are met
• Ability to collaborate across multiple business lines, functions and roles
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
This individual will be responsible for providing leadership to the RBC Clearing & Custody Technology Training Team; ensuring quality deliverables are met with measured results and implementing effective strategies for internal and external customers learning and development needs.
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:
2023-03-08-08:00
Application Deadline:
2023-04-30-07:00
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...
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
Sr Manager, Technology Training
Job Description
What is the opportunity?
This individual will be responsible for providing leadership to the RBC Clearing & Custody Technology Training Team; ensuring quality deliverables are met with measured results and implementing effective strategies for internal and external customers learning and development needs.
What will you do?
• People Management – Coach, mentor and develop the technology training team to achieve training goals. Onboard new trainers and provide ongoing coaching of all applications and our method of providing a consistent superior training experience.
• Instructional Design – Primary contact for C&C technology training needs. Evaluates training requests to provide guidance on completion of training analysis, used to determine course content, timelines and delivery methods (classroom, e-learning, web conference, blended, etc.).
• Training & Demonstration Delivery: Delivery of in-person and virtual training to our clients. The team supports our Business Development lifecycle by providing customized technology demonstrations to potential RBC prospects.
• Relationship Management – Provides superior client experience and strengthens relationships with at all levels within the RBC organization and clients. Collaborates with internal colleagues to deliver and increase adoption of our technology tools. This includes participation in project meetings.
What do you need to succeed?
Must-have
• 2+ years of financial services industry experience, preferably with a broker-dealer or other large financial advisory firm.
• 3+ years of people management experience.
• 5+ years of training related experience.
• Strong presentation skills. Experience hosting webinars via WebEx or a similar tool
• Ability to travel when needed to client offices across the United Sites (up to 25% travel).
Nice-to-have
• Ability to create, execute and maintain training plans.
• Ability to take initiative, function independently, and work in a team
• Ability to prioritize and manage multiple tasks and projects while ensuring that goals are met
• Ability to collaborate across multiple business lines, functions and roles
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
This individual will be responsible for providing leadership to the RBC Clearing & Custody Technology Training Team; ensuring quality deliverables are met with measured results and implementing effective strategies for internal and external customers learning and development needs.
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:
2023-03-08-08:00
Application Deadline:
2023-04-30-07:00
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: 4 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
Branch Service Manager - Glastonbury, CT
Job Description
What is the opportunity?
Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters. You will model, encourage and develop 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.
• Oversee cage activities to make sure transactions get processed in a timely manner
• 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
• 3+ years of financial services experience with a solid knowledge of industry rules and regulations
• Strong written and verbal communication and computer skills
• Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective
Nice-to-have
• Bachelor’s degree or job related experience
• Supervisory 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:
Glastonbury, Connecticut, United States of America
City:
USA-CT-GLASTONBURY
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-01-19-08:00
Application Deadline:
2023-03-31-07:00
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...
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
Branch Service Manager - Glastonbury, CT
Job Description
What is the opportunity?
Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters. You will model, encourage and develop 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.
• Oversee cage activities to make sure transactions get processed in a timely manner
• 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
• 3+ years of financial services experience with a solid knowledge of industry rules and regulations
• Strong written and verbal communication and computer skills
• Series 7 and 66 (or Series 63/65) or the ability to obtain within 12 months
• Attention to detail coupled with the mindset of how you can make the branch more efficient and effective
Nice-to-have
• Bachelor’s degree or job related experience
• Supervisory 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:
Glastonbury, Connecticut, United States of America
City:
USA-CT-GLASTONBURY
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-01-19-08:00
Application Deadline:
2023-03-31-07:00
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 Fairygodboss
posted_at: 1 day ago
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. intern-mg. Job Description: Answering telephone, taking messages and answering routine questions. Maintaining vacation schedule and master schedule of whereabouts for staff. Maintaining master copies of organizational policy and procedure manuals and keeping them up-to-date. Typing and distributing memos, meeting minutes and presentations for staff. Job Summary. Provides administrative support and coordination activities for a team of people. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks.Address: McLean, Virginia, United States of AmericaCity: USA-VA-MCLEANCountry: United States of AmericaWork hours/week: 30Employment Type: Part timePlatform: Wealth ManagementJob Type: Student/Coop (Fixed Term)Pay Type: SalariedPosted Date: 2023-03-03-08:00Application Deadline: 2023-03-11-08:00. 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: 4 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
Complex Operations Associate - Palm Beach Gardens, Fl
Job Description
What is the opportunity?
Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.
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?
• Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
• Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals
• Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures
• Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC
What do you need to succeed?
Must-have
• 1+ years general office experience
• Excellent computer skills (including Microsoft Office)
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail
• Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment
Nice-to-have
• Associate’s or Bachelor’s degree or job-related experience
• Prior financial services experience
• SIE, Series 7 & 66 (or 63/65)
• Advanced math skills
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:
Palm Beach Gardens, Florida, United States of America
City:
USA-FL-PALM BEACH GARDENS
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-03-06-08:00
Application Deadline:
2023-04-30-07:00
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...
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
Complex Operations Associate - Palm Beach Gardens, Fl
Job Description
What is the opportunity?
Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout the branches within the complex.
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?
• Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
• Enter all syndicate tickets promptly and ensure they are completed properly with the required documentation on file and management approvals
• Facilitate the timely correction of any trade-related errors by following processes for cancelling and rebilling trades in compliance with RBC’s regulatory policies and procedures
• Perform general office responsibilities including opening and distributing mail, stamping outgoing mail, and maintaining correspondence as required by RBC
What do you need to succeed?
Must-have
• 1+ years general office experience
• Excellent computer skills (including Microsoft Office)
• Strong interpersonal, organizational and verbal and written communication skills and attention to detail
• Ability to manage multiple demands and competing priorities and to work effectively in a fast-paced environment
Nice-to-have
• Associate’s or Bachelor’s degree or job-related experience
• Prior financial services experience
• SIE, Series 7 & 66 (or 63/65)
• Advanced math skills
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:
Palm Beach Gardens, Florida, United States of America
City:
USA-FL-PALM BEACH GARDENS
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-03-06-08:00
Application Deadline:
2023-04-30-07:00
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: 8 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
Complex Assistant Manager - Greater Milwaukee Area, WI
Job Description
What is the opportunity?
Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate departments. As the Complex Assistant Manager (CAM), you will accelerate and drive the firm’s strategic initiatives by fostering meaningful partnerships, relationships and inclusive culture across the complex.
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?
• Lead a team across multiple branches. Partner with recruiting in the staffing process and own overall hiring and training. Drive excellence by coaching staff and enabling performances using the tools and training available
• Manage the Complex Operations Team and ensure all required Operations related policies are adhered to. Enable and prepare the complex and branches in compliance inspection process and develop action plans to address any gaps
• Assess suitability and risk for daily sales activities. Ensure branch staff members comply with regulatory, firm, complex and branch procedures, while resolving issues as needed.
• Ensure new advisors are properly onboarded including overseeing the process of coordinating new clients’ paperwork, and ensure new advisors receive training on RBC’s policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients
• Serve as a point of contact for multiple departments within RBC including Business Supervision Group, Compliance, Surveillance, and Legal
• Partner with the Complex Director to develop and finalize the overall budget and actively manage it to its expected results
What do you need to succeed?
Must-have
• 7+ years of industry experience
• 3+ years of leadership experience
• Demonstrated ability to effectively influence others while building relationships
• Ability to independently manage multiple demands and competing priorities and the ability to work effectively in a fast-paced, deadline-oriented environment
• Series 7, 8 (or 9/10) and 66 (or 63/65) and Insurance licenses required for each state in complex
Nice-to-have
• Bachelor’s degree or equivalent working experience
• 5+ years of leadership experience
• Comprehensive knowledge of investment products and strategies, and understanding of the operations of a branch office
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:
Milwaukee, Wisconsin, United States of America
City:
USA-WI-MILWAUKEE
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-02-24-08:00
Application Deadline:
2023-03-24-07:00
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...
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
Complex Assistant Manager - Greater Milwaukee Area, WI
Job Description
What is the opportunity?
Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate departments. As the Complex Assistant Manager (CAM), you will accelerate and drive the firm’s strategic initiatives by fostering meaningful partnerships, relationships and inclusive culture across the complex.
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?
• Lead a team across multiple branches. Partner with recruiting in the staffing process and own overall hiring and training. Drive excellence by coaching staff and enabling performances using the tools and training available
• Manage the Complex Operations Team and ensure all required Operations related policies are adhered to. Enable and prepare the complex and branches in compliance inspection process and develop action plans to address any gaps
• Assess suitability and risk for daily sales activities. Ensure branch staff members comply with regulatory, firm, complex and branch procedures, while resolving issues as needed.
• Ensure new advisors are properly onboarded including overseeing the process of coordinating new clients’ paperwork, and ensure new advisors receive training on RBC’s policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients
• Serve as a point of contact for multiple departments within RBC including Business Supervision Group, Compliance, Surveillance, and Legal
• Partner with the Complex Director to develop and finalize the overall budget and actively manage it to its expected results
What do you need to succeed?
Must-have
• 7+ years of industry experience
• 3+ years of leadership experience
• Demonstrated ability to effectively influence others while building relationships
• Ability to independently manage multiple demands and competing priorities and the ability to work effectively in a fast-paced, deadline-oriented environment
• Series 7, 8 (or 9/10) and 66 (or 63/65) and Insurance licenses required for each state in complex
Nice-to-have
• Bachelor’s degree or equivalent working experience
• 5+ years of leadership experience
• Comprehensive knowledge of investment products and strategies, and understanding of the operations of a branch office
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:
Milwaukee, Wisconsin, United States of America
City:
USA-WI-MILWAUKEE
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-02-24-08:00
Application Deadline:
2023-03-24-07:00
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: 9 days agoschedule_type: Part-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
Part Time Client Associate - Rochester, NY
Job Description
• 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 - New York, NY
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.
The good-faith expected salary range for the Client Associate role is $17 - $24 per hour and the Registered Client Associate role is $27 - $36 per hour 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 that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance. To be considered a Registered Client Associate, you must have an active Series 7 and 66 (or Series 63 and 65) on day one of employment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
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
What’s in it for you?
Nice-to-have
Current FINRA registrations Financial services experience
What do you need to succeed?
Must-have
Bachelor’s degree or job-related experienc. 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
Job Summary
Supports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks.
Address:
Rochester, New York, United States of America
City:
USA-NY-ROCHESTER
Country:
United States of America
Work hours/week:
10
Employment Type:
Part time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-02-22-08:00
Application Deadline:
2023-03-23-07:00
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...
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
Part Time Client Associate - Rochester, NY
Job Description
• 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 - New York, NY
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.
The good-faith expected salary range for the Client Associate role is $17 - $24 per hour and the Registered Client Associate role is $27 - $36 per hour 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 that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance. To be considered a Registered Client Associate, you must have an active Series 7 and 66 (or Series 63 and 65) on day one of employment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
• Drives RBC’s high performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
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
What’s in it for you?
Nice-to-have
Current FINRA registrations Financial services experience
What do you need to succeed?
Must-have
Bachelor’s degree or job-related experienc. 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
Job Summary
Supports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks.
Address:
Rochester, New York, United States of America
City:
USA-NY-ROCHESTER
Country:
United States of America
Work hours/week:
10
Employment Type:
Part time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-02-22-08:00
Application Deadline:
2023-03-23-07:00
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 Workday
posted_at: 2 days agoschedule_type: Part-timework_from_home: 1
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 Intern Job Description What is the opportunity? We are actively seeking an Intern to support our Private Client Group in RBC Wealth Management – U.S. Our internship provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced financial services professionals. You will work directly with Financial Advisors to service clients, research problems, process account forms and related paperwork, maintain appropriate account records, and prepare client correspondence. What will you do? Provide administrative and operational support to Financial Advisors and clients Service clients in a pleasant, professional manner and respond to routine inquires Provide clients with requested information such as account balances, stock quotes or other account-related information Assist with department mailing and filing projects Other general administrative support as assigned What do you need to succeed? College student working toward a degree in Finance, Economics, Business or related field Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment Excellent written and verbal communication skills Customer service experience Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook) Interest in financial services industry 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. 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 Job Summary Provides administrative support and coordination activities for a team of people. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks. Address: Fort Collins, Colorado, United States of America City: USA-CO-FORT COLLINS Country: United States of America Work hours/week: 25 Employment Type: Part time Platform: Wealth Management Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2022-11-29-08:00 Application Deadline: 2023-03-25-07:00 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. Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com
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