Portfolio Management Business Support and Client Care Team Lead

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

Performs day to day Client Care Coordination and manages the RBC Rochdale Portfolio Management Client Care team across various locations. Provides day-to-day management of the team to support their respective portfolios management teams and act as the primary Portfolio Management team liaison with all Operations teams. Coordinates client and operational support to a Portfolio Management Team to deliver exceptional client/business partner experience.

Responsible for delivering high level of service to clients and Advisors individually in the role of Client Care Coordinator and as a Team Lead. Facilitates communication between the Portfolio Management Business Leadership Team, Regional Leaders, business units and system development teams and or third party vendors.

• Perform day to day client care coordination for Portfolio Manager(s) and their third-party Financial Advisors and Clients. Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement in scheduling meetings, creating and distributing materials, as well as travel planning and submitting expense reports.
• Manage Client Care team across all portfolio management teams. Responsible for hiring, writing and conducting reviews, and managing performance and development for direct reports.
• Establish goals for all Client Care Team members and manage against those goals to ensure improved and consistent performance standards are met.
• Consult with portfolio management teams regarding challenges with current processes or systems, enhancements, or new functionality.
• Partner with Portfolio Management leadership to ensure high quality end to end service standards.
• May serve as a project manager on various projects by facilitating and coordinating the efforts of others for process enhancements, system changes, and policy and procedure creation / updates.
• Foster and maintains strong relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Ensure service standards are met.
• Identify best practices and implement procedures to support organization goals for growth and streamline operations.

• Bachelor's Degree or equivalent
• 5 years Financial Industry experience, preferably asset management
• 5 years of experience using MS Office
• 3 years of management experience

• Strong organizational and analytical skills
• Industry/business knowledge
• Planning and organization skills
• Excellent verbal and written communication skills

Starting base salary: $95,729 - $152,861 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a…