Senior Business Associate

RBC • San Antonio, TX

2d

About The Position

As a Senior Business Associate, you will work with a large producing Financial Advisor or team of Financial Advisors, providing sales support, reviewing investment data, and delivering high-quality analytics. RBC Wealth Management offers training, development, and learning resources to support career growth. The role involves developing investment strategies and solutions, analyzing portfolio and company performance, producing client-facing materials and reports, and keeping the Financial Advisor team informed about client accounts and transactions.

Requirements

• At least 5 years of industry experience and an excellent understanding of the stock market, investments, and retirement plans.
• Working knowledge of fixed income products, equities, mutual funds, insurance, and annuities.
• In-depth knowledge of investments and regulatory policies and procedures, with the ability to analyze client portfolios.
• Series 7 and Series 66 licenses, or Series 63 and 65, plus state licenses as required.
• Experience in quantitative and financial research and analysis, and strong attention to detail.
• Excellent verbal and written communication and interpersonal skills.
• Ability to independently manage multiple demands and competing priorities.

Responsibilities

• Develop customized asset allocation strategies and investment solutions, and evaluate investment performance against appropriate benchmarks.
• Analyze and interpret portfolio performance reports alongside information from wealth management research and external parties, and recommend potential changes to the Financial Advisor.
• Develop performance reports for client presentations, respond to client requests, conduct special projects or analyses, and potentially communicate investment performance results to Financial Advisors or clients.
• Keep the team informed of pertinent information and activity related to client accounts and transactions, including client suitability issues.
• Conduct quantitative and qualitative analyses of individual securities or classes of equity securities.
• Independently conduct company, industry, and marketing analysis to inform investment recommendations for the Financial Advisor.
• Identify communication needs and strategies; coordinate with copywriting, graphics, and print production staff to produce materials and obtain compliance approval.

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support employee development through coaching and managing opportunities.
• Flexible work/life balance options.
• Access to a variety of job opportunities across the business.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed