Intermediary Sales Analyst

RBC•Boston, MA

3d•$77,000 - $143,000•Onsite

About The Position

As a Sales Analyst for RBC’s US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies to Financial Advisors and Independent/Regional Broker Dealers. In this role you will build and cultivate new relationships, as well as enhance existing relationships with financial advisors, planners and key internal & external stakeholders within a defined territory.

Requirements

Bachelor’s degree, preferably in finance, business, or a related field
1-3 years financial services industry experience
FINRA Series 7, 63 required or ability to obtain within 6 months
Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry
Knowledge of/and genuine interest in capital markets and financial instruments
Excellent written, verbal communication skills

Nice To Haves

Prior experience in investment management and/or mutual funds
Financial Sales experience
Enrolment in an advanced financial services designation such as CFP or CFA

Responsibilities

Partner with the Managing Director and broader sales team to establish a strategic business plan for the territory with defined sales targets
Proactively contact investment advisors, primarily by phone, to gain insight into their practices and understand current challenges
Provide value added insight and ideas about capital markets, economics, and investment instruments
Identify opportunities and advance the sales process with existing relationships and new prospects through discovery and service discussions
Position RBC and BlueBay products and solutions to prospects and existing clients
Drive the sales process forward by coordinating high-value presentations and appointments with new prospects and sales team members
Create and deliver presentations, proposals and investment illustrations
Analyze competitive landscape to inform strategic business decisions
Leverage knowledge of dealers and advisory business through the sales process
Represent RBC GAM and participate in cross-functional projects and work effectively with all stakeholders in helping execute on both team and business strategies
Contribute to an internally collaborative/externally competitive team culture with a focus on outcomes, alignment and support of GAMs strategy and sales approach