Sales Analyst, Institutional Sales

RBC•Boston, MA

3d•Onsite

About The Position

As a Sales Analyst for Institutional Sales within RBC’s US Global Asset Management (GAM) business, you will have the opportunity to provide business management support to the Institutional Sales team with the goal of driving revenue growth. This is a great early career opportunity to learn and develop a career within the investment management business. In your role, you will work with the Institutional Sales team, Client Relationship Management, Consultant Relations, and other internal teams to provide marketing, sales, and resource support in identifying and developing successful and profitable relationships for the firm. In this role, you will execute a broad range of responsibilities including analyzing investor information, product positioning, territory analysis, and participating in both internal and external calls and meetings.

Requirements

Bachelors’ degree, preferably in finance, business, or a related field of study
Demonstrated (internships, career history, school club participation, etc.) interest and curiosity in financial markets and desire to build a career in investment management
FINRA Series 7, 63 required (or ability to obtain within 6 months)
Unrelenting attention to detail and strong organizational skills
Strong time management skills with the ability to handle multiple projects on an ongoing basis in a fast-paced and ever-changing work environment
Proficient in Microsoft Office suite including demonstrated expertise with PowerPoint, Excel and Outlook skills
Adept in AI tools and ability to efficiently incorporate into workflows

Responsibilities

Help develop and implement the team’s business development plan, cultivate the assigned territory, and foster new relationships to drive sales
Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments
Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects' needs
Work closely with Marketing to leverage the firm’s intellectual capital and present our thought leadership to prospects and clients
Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort
Work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm’s CRM
Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies
Establish regional and market segment specific email distribution lists within the firm’s CRM and manage distribution lists on an ongoing basis
Manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date
Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas.
Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes
Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.