Develop and lead the implementation of strategy that supports the US Wealth Management business lines in identifying distribution opportunities to enhance and promote the retirement product offerings.
Compensation
The good-faith expected salary range for the above position is $85,000 - $150,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
Responsibilities
Develop and lead the implementation of strategy that supports the US Wealth Management business lines in identifying distribution opportunities to enhance and promote the retirement product offerings.
Manage the review of new product offerings and platform enhancements to existing products.
Conduct research on competitive landscape and industry trends to ensure products are in line with market and client needs.
Identify product challenges and recommend solutions.
Monitor the regulatory environment to determine business risks and impacts.
Lead Business Systems Analyst responsible for system business analysis activities on Treasury Management Services and large Risk & Compliance programs, facilitating requirements flow from business partners to Technology teams.
Compensation
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Responsibilities
Work closely with product managers to ensure a solid understanding of business needs and translating these into systems requirement.
Define the business analysis approach, plans and accurate estimates for requirements, including tasks & deliverables, and continuously refine them for accuracy.
Lead requirements prioritization and leverage techniques to drive out business priorities.
Analyze and document detailed business and system solution requirements in either iterative or Agile methodology using techniques such as user stories, story maps, system to system mapping, user context diagrams, using agile or iterative tools and processes.
Apply advanced coverage analysis techniques to ensure relationship between scope, detailed requirements, and testing through implementation.
Assist in obtaining visas, tax equalization and the coordination of housing, benefits, and compensation packages
Work with relocation firms, international agencies, or government officials to implement global mobility programs
Administration of established and approved global mobility policies and procedures within the organization
Provide relocating employees with orientation training and information, including the explanation of compensation and relocation entitlements, benefits, cost-of-living allowance updates, payroll, taxes, and pouch mail
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch.
Responsibilities
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
Maintain confidentiality in accordance with RBC’s Code of Conduct.
Requirements
Bachelor’s degree
Nice to have: Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
Client AssociateRoyal Bank of Canada · Lancaster, US