Advisory Initiatives Specialist

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

Advisory Initiatives Specialist

Job Description

What is the opportunity?

The Advisory Initiatives Specialist assists the Sr. Product Manager in the development, management, and implementation of US Investment Advisor Group (IAG) strategic and tactical initiatives to support product strategy. The position will assist in identifying product opportunities and challenges, support the development and implementation of program enhancements and assists in the establishment of new programs while ensuring alignment with regulatory and legal requirements. Additionally, they will collaborate with various organizational groups and departments to provide the necessary advisory products and services and act as subject matter expert on various advisory projects and initiatives.

What will you do?

• Collaborate with Product Management to ensure existing programs and initiatives meet business, client and regulatory needs for the business channels utilizing advisory programs
• Assist in identifying product challenges, opportunities, and the implementation of streamlined and efficient processes
• Assist in the establishment of new programs, implementation of program enhancements, and training initiatives across all advisory programs
• Act as Product Owner of agile project team generally dedicated to risk management initiatives and operational oversight reporting
• Assist in the maintenance of client contracts and disclosures
• Develop and maintain cross program policies and procedures
• Work closely with legal, compliance and business risk to ensure programs, policies and procedures are aligned with legal and regulatory requirements
• Develop strong partnerships with various business partners and support teams to understand key opportunities and challenges within assigned projects and develop creative solutions
• Project management responsibilities for non-technology related projects

What do you need to succeed?

Must-have

• BA / BS in a related field or equivalent experience preferred
• 5+ years securities and financial markets experience
• Strong communication (written and oral) skills with proven strategic influencing, negotiating and persuasion skills
• Excellent project management and organizational skills with a good understanding of technology, operational, sales, and marketing issues

Nice-to-have

• Knowledge of wealth management and product platforms
• Experience working with multiple US business & technology vendors
• Series 7, 65 or 66 securities licenses (or willingness to get)

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:

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:

2023-04-03

Application Deadline:

2023-04-21

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.

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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.