Senior Business Associate

Royal Bank of Canada • San Antonio, TX

1d

About The Position

As a Senior Business Associate at RBC Wealth Management, you will support a large producing Financial Advisor or team of Financial Advisors by providing sales support, reviewing investment data, and delivering high-quality analytics. The role includes developing customized asset allocation strategies and investment solutions, assessing investment performance, analyzing portfolios and securities, and preparing reports and recommendations for advisors and clients. You will also coordinate communications materials with internal teams and secure required compliance approval.

RBC offers training, development, and learning resources to support career growth. The position is based at 303 Pearl Parkway in San Antonio, Texas, with a stated 40-hour work week and salaried, full-time, regular employment. The role is part of the Wealth Management platform.

Requirements

• At least 5 years of industry experience, with 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, and the ability to analyze client portfolios.
• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, plus state licenses as required.
• Experience in quantitative and financial research and analysis, with 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 such as indexes or industry benchmarks.
• Analyze and interpret portfolio performance reports using 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 the Financial Advisor or clients.
• Keep the team informed about pertinent client account and transaction information, including issues related to client suitability.
• Conduct quantitative and qualitative analyses of individual securities or classes of equity securities.
• Independently conduct company, industry, and marketing analyses to help formulate investment recommendations for the Financial Advisor.
• Identify communication needs and strategies; coordinate with internal copywriting, graphics, and print production staff to produce materials such as brochures and advertisements, and obtain necessary compliance approval.

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Coaching and management opportunities to support development.
• Flexible work/life balance options.
• Training, development, and learning resources.
• Opportunities to take on progressively greater accountabilities and 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