Role OverviewThe Director of Wealth Consulting will provide leadership and oversight over strategic initiatives related to enhancing productivity, growth, and efficiency in RBC Wealth Management-US. The Director will partner with the Private Client Group (PCG) field leadership team to provide superior support in the execution of Wealth Management (WM–US) strategic initiatives.
What You Will Do
Strategic Design, Planning and Execution, Recruitment, Training & Development, Relationship Management, Managerial Excellence
Why It Might Be a Fit
Must possess personal gravitas to engage senior professionals and high to ultra-high net worth clients. Proven leadership and motivational skills required to lead high energy sales teams that are based across the USA.
Requirements
- 10+ years of Financial Services experience, preferably in the Wealth Management and/or Private Banking business.
- 4-year college degree from an accredited university in Finance, Business, Economics, Law or comparable, or equivalent and related experience.
- Series 7 and 66 securities licenses or ability to obtain licenses.
- Excellent understanding of the financial services industry and branch office/financial advising responsibilities.
- Proficiency with Microsoft Excel, Word, PowerPoint and Outlook and advisor desktop tools.
- Must possess personal gravitas to engage senior professionals and high to ultra-high net worth clients.
- Proven leadership and motivational skills required to lead high energy sales teams that are based across the USA.
- Proven ability to execute growth initiatives through field based sales teams.
- Excellent communication, time management and organizational skills with experience in public speaking (media, industry organizations etc.).
- Strong understanding of the wealth management platform including fee-based consulting, mutual funds, money manager programs, insurance, annuities and financial planning.
- Strong client service perspective with the ability to analyze and anticipate client needs.
- Ability to work in a fast paced professional environment adapt quickly to rapid changes in technology and procedures.
- Ability to work effectively with others and highly regarded as a professional business partner with clients and co-workers.
- Ability to impact and influence Senior Leaders, client facing Professionals and functional partners (e.g., Ops, Tech, Compliance, Legal, Finance) in a highly complex, matrixed, global environment.
- Ability to develop and maintain strong business and internal networks and working relationships in order to identify and implement strategies for business growth.
- Creative problem solver with a strong solution orientation.
Benefits
- 401(k) program with company-matching contributions
- health, dental, vision, life, disability insurance
- paid-time off
- discretionary variable compensation program
- Total Rewards Program
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