Business Development Analyst - RBC Global Asset Management

Royal Bank of Canada • Minneapolis, MN

418d

About The Position

The Business Development Analyst at RBC Global Asset Management (RBC GAM) plays a crucial role in supporting sales and service activities with RBC Wealth Management in the United States. This position is integral to building and growing RBC GAM's presence with a key partner, contributing to the strategic priorities of the firm. The analyst will provide sales, marketing, and business development support, driving the adoption of RBC GAM solutions and enhancing relationships with financial advisors.

Requirements

• A strong understanding of the broker-dealer and/or wealth management landscape and its investor base; client facing/servicing experience a strong asset.
• FINRA Series 7 and 63 licenses or ability to obtain within 6 months if not already licensed.
• Exceptional written communication, presentation, and interpersonal skills.
• Team player with the ability to work independently and to prioritize and multitask in an unstructured environment.
• Proficiency in Microsoft Office Suite including demonstrated expertise with Excel and PowerPoint for data driven projects and presentations.
• Willingness to travel 25% in the US annually.

Nice To Haves

• CFA, CFP, CIMA, or other professional designations (desire to obtain or progress toward).
• Experience with Bloomberg, FactSet, Morningstar Direct, and/or Salesforce CRM system.

Responsibilities

• Support the overall team's strategic business plan and initiatives that contribute to the success of the RBC WM-US + RBC GAM partnership and the FA client experience.
• Deliver immediate, comprehensive, and best-in-class service and support to RBC WM-US financial advisors in partnership with the Business Development Director and/or Business Development Manager.
• Anticipate and respond to financial advisors' questions related to fund characteristics, fees, eligible platforms, performance, and/or available supporting materials and resources.
• Develop and maintain expertise on RBC GAM solutions and their competitors to support interactions with RBC WM-US.
• Identify opportunities to advance the sales process with existing relationships and new prospects through analyzing sales data and engaging in discovery and service discussions.
• Contact RBC WM-US financial advisors to learn about their practices and how RBC GAM can provide relevant solutions to address their challenges.
• Execute targeted financial advisor campaigns as directed by the Business Development team.
• Participate in the idea generation, construction, and implementation of campaigns.
• Ensure timely and accurate information in CRM system regarding RBC WM-US financial advisors.
• Support e-distribution strategy and communication plan with clients and prospects.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed