Associate - Investment Banking Solutions

What is the opportunity?

Assist RBC Wealth Management-U.S. (WM-US) Investment Banking Solutions team members to create a seamless Financial Advisor (FA) client experience when looking to access and implement investment banking products and services. The Associate will work closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated effort for investment banking opportunities originated within RBCWM.

What will you do?

• Collaborate with the Investment Banking Solutions team members to create a first-class field experience through preparing education and marketing materials, running and analyzing reports, and managing metrics for management.
• Support Financial Advisors (FA) and clients through the origination and servicing process when utilizing Investment Banking Solutions
• Product and Platform Enhancement - Gather feedback from the field and team members on enhancements to the platform and service model to improve efficiencies and create a better client-advisor experience
• Design and publish a quarterly newsletter about Investment Banking Solutions
• Weekly recaps of IB Solutions travel, meetings, bake-offs, mandates, etc...
• Analysis of who attended meetings and events (by Complex, by Branch, by Level) and provide follow-up
• Maintain a tracker for cross referencing during branches visits
• Maintain and update INFONET content
• Create and maintain additional marketing materials and pitchbooks
• Build relationships with other WM groups (wealth consultants, wealth strategists, etc)
• Continuously promote the IB Solutions brand internally
• Create ad hoc reports that summarize our progress and identify opportunities for growth
• Business Reporting - work with Private Bankers to properly report progress of business plans to WM-US executive and field leadership.

What do you need to succeed?

Must-have

• 4 year degree from accredited university in Finance, Accounting, Business or equivalent and related experience
• 3+ years of experience at a wealth management firm or investment bank
• Proven dedication to and focus on client service
• Strong interpersonal skills, including being able to discuss capabilities in a small group setting
• Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
• Familiar with computer applications such as MS Outlook, PowerPoint, Word, and Excel
• Developing understanding of all investment banking products including M&A, equity, debt, and convertible securities
• Demonstrated experience in a client-facing service role
• Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization
• Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary

Nice-to-have

• Demonstrated experience supporting financial advisors and/or investment bankers
• Demonstrated experience working with different functional groups at a wealth management or investment banking firm
• Series 7 and 66 (or ability to attain in 120 days)

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $45,000-$70,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

Job Skills

Additional Job Details

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.