Alternative Investment Consultant

About the position

Opportunity to join a fast growing business line within RBC Wealth Management-US. The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for driving advisor adoption of private credit, private equity, and real assets product solutions in client portfolios, and supporting advisors through education, product advice, implementation, and ongoing client servicing.

Responsibilities

• Drive growth in platform assets through field engagement with financial advisors in our Central division.
• Provide education on the benefits and risks alternative investments in client portfolios, and product specific details on available funds.
• Assist with development and planning of internal events and participate as subject matter expert on alternative investments.
• Develop and implement a process for managing a territory of roughly 700 financial advisors, identifying and tracking opportunities, and closing new business.
• Service advisors through the lifecycle of alternative investments - awareness, education, implementation, and monitoring.
• Remain apprised of current industry trends and research related to alternative investments, and inform changes to product strategy based on advisor and client experience.
• Participate in RBC's advisor recruitment as a subject matter expert on alternative investments.
• Partner with other product specialists on complex client cases.

Requirements

• Working knowledge of private markets and ability to speak to the key benefits, risks, and mechanics of a wide range of alternative investment strategies.
• Advanced knowledge of financial markets and investment industry.
• Proficient with Microsoft Office and ability to adapt to changing technology.
• Self-directed and strong business development and client service orientation.
• Ability and willingness to travel extensively (30-50%).

Nice-to-haves

• Up to 10 years of financial markets experience.
• Experience within private wealth and/or broker-dealer.
• Advanced degree (MBA) or industry designations (CFA, CFP, CAIA).
• Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed.

Benefits

• 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.