Senior Relationship Manager

RBC•Boston, MA

3d•$90,000 - $200,000

About The Position

RBC’s U.S. Clearing & Custody (C&C) business is seeking an experienced Senior Relationship Manager who will be responsible for developing and executing strategic plans to retain and expand our relationships with RIA firms. Working closely with clients and internal business partners the role will provide tailored solutions to client needs and ensure high levels of client satisfaction.

Requirements

5+ years of experience in RIA client relationship management
Must be willing to travel up to 50%
Proven track record of building strong client relationships
Strong communication, interpersonal, and negotiation skills
Ability to work collaboratively with internal teams to drive solutions
Strong business consultation skills
Strong understanding of the industry and market trends

Nice To Haves

FINRA Series 7, 63/65 or 66 preferred, but not required

Responsibilities

Develop and execute strategic account plans to expand relationships with key clients
Build and maintain strong relationships with key decision-makers at client organizations
Conduct regular business reviews with clients to understand their needs and identify new opportunities
Prioritize building strong relationships with clients and understanding their needs
Collaborate with internal teams, including sales, product, and technology, to develop and deliver tailored solutions to clients
Develop and maintain a thorough understanding of client needs, preferences, and pain points
Stay up to date on industry trends, competitor activity, and market developments to identify opportunities
Aim to renew contracts under favorable terms for client and C&C and cultivate profitable relationships
Develop customized and detailed strategic development plans for client firms

Benefits

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range for this particular position is $120,000-$200,000, (New York City), $99,000-$176,000, (Chicago), $90,000-$160,000, (Minneapolis), depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value