Analyst, Consultant Relations

RBC•Boston, MA

6d•$60,500 - $104,500•Onsite

About The Position

Join RBC Global Asset Management (RBC GAM) as a Consultant Relations Analyst and become an essential partner to our Consultant Relations Managers. In this role, you’ll provide strategic operational support to strengthen relationships with consulting firms, research analysts, and field consultants across your assigned territories. You’ll drive business development initiatives, coordinate key initiatives, and help maximize our firm’s penetration and visibility within the consulting community. At RBC GAM, 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.

Requirements

Bachelor’s degree in Finance, Business, or related field
0–3 years of financial services industry experience in investment management and/or mutual funds
FINRA® Series 7, 63, and 6 licenses or ability to obtain within 6 months
Exceptional organizational and time management skills with the ability to manage multiple projects simultaneously in a fast-paced, dynamic environment
Demonstrated attention to detail and advanced project management capabilities
Proficiency in Microsoft Office Suite, including expertise with PowerPoint, Excel, and Outlook
Strong written and oral communication skills with excellent interpersonal abilities across all organizational levels

Nice To Haves

Experience with Salesforce Customer Relationship Management (CRM) system
Pursuit of industry designations such as CAIA, CIMA, or CFA
Data analysis and visualization experience
Background in marketing support or business development operations

Responsibilities

Collaborate with Consultant Relations Managers to develop and implement strategic business development plans, cultivate assigned territories, and drive revenue growth
Conduct territory research using industry databases (MMD, FinSearches, Callan, etc.) to identify selling opportunities and support smart, targeted outreach efforts
Prepare meeting materials and agendas, participate in consultant meetings and calls when appropriate, document meeting minutes, and coordinate follow-up activities
Manage Salesforce effectively for content delivery, pipeline maintenance, and call report analysis to support focused selling efforts
Ensure accurate and timely consultant information is maintained in the firm’s Customer Relationship Management (CRM) system and tracking tools
Manage and coordinate responses to consultant and client inquiries including questionnaires, Requests for Information (RFI), Requests for Proposals (RFP), and due diligence requests
Support the RFP team in gathering accurate, timely, and quality information from business units and review draft responses to ensure customization to prospect needs
Support the firm’s global database entry efforts and create reports, dashboards, and statistical analysis to track team effectiveness and identify trends