Intermediary Sales Analyst

Job Description

As a Sales Analyst for RBC's US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies to Financial Advisors and Independent/Regional Broker Dealers. In this role you will build and cultivate new relationships, as well as enhance existing relationships with financial advisors, planners and key internal & external stakeholders within a defined territory.

• Partner with the Managing Director and broader sales team to establish a strategic business plan for the territory with defined sales targets
• Proactively contact investment advisors, primarily by phone, to gain insight into their practices and understand current challenges
• Provide value added insight and ideas about capital markets, economics, and investment instruments
• Identify opportunities and advance the sales process with existing relationships and new prospects through discovery and service discussions
• Position RBC and Blue Bay products and solutions to prospects and existing clients
• Drive the sales process forward by coordinating high-value presentations and appointments with new prospects and sales team members
• Create and deliver presentations, proposals and investment illustrations
• Analyze competitive landscape to inform strategic business decisions
• Leverage knowledge of dealers and advisory business through the sales process
• Represent RBC GAM and participate in cross-functional projects and work effectively with all stakeholders in helping execute on both team and business strategies
• Contribute to an internally collaborative/externally competitive team culture with a focus on outcomes, alignment and support of GAMs strategy and sales approach

• Bachelor's degree, preferably in finance, business, or a related field
• 1-3 years financial services industry experience
• FINRA Series 7, 63 requiredor ability to obtain within 6 months
• Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry
• Knowledge of/and genuine interest in capital markets and financial instruments
• Excellent written, verbal communication skills

• Prior experience in investment management and/or mutual funds
• Financial Sales experience
• Enrolment in an advanced financial services designation such as CFP or CFA

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 $77,000-$143,000, 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

Business Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Address: 225 FRANKLIN STREET:

BOSTON

City:
Boston

Country:
United States of America

Work hours/week: 40

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive…