Alternative Investments Consultant

• We are open to candidates based in any major city in our West Division with the ability to travel 40 - 60% of the time. Locations include but are not limited to: Denver, Phoenix, Seattle, Los Angeles, San Diego, Dallas and Houston.

What is the opportunity?

This is an exciting opportunity to join a fast growing business line within RBC Wealth Management-US. The Alternative Investments Consultant will be an integral member of alternative investment product team, responsible for accelerating advisor and client adoption of alternative investment strategies through training and education, marketing, and portfolio construction advice. The Alternative Investments Consultant will partner closely with the product and research teams, and will be responsible for sales and business development leadership within a geographic footprint including approximately 50 branch offices and including roughly ~700 financial advisors.

What will you do?

• This position will drive growth in platform assets through field engagement with financial advisors.
• Develop and execute business development plans designed to accelerate AUA and revenue growth in alternative investments, with distinct advisor audiences in mind, ensuring that the needs of inexperienced to expert advisors are addressed.
• Extensive travel to branch offices in the Division to educate financial advisors and clients on the risks and benefits of alternative investments, and to describe specific strategies, fund managers, and vehicle terms.
• Build new and maintain existing relationships with AI users in the territory; represent the RBC alternative investments platform with recruits.
• Coordinate the efforts of third party wholesalers/resources within the respective territory.
• Run regional events and roadshows with fund managers to educate advisors and clients on alternative investment strategies and products.
• Host Financial Advisor and client seminars/meetings.
• Work in partnership with the RBC Client Strategies Team to cultivate advisor leads and facilitate relationship building and client engagement for alternative investment strategies.

What do you need to succeed?

Must-have

• 5-10 years of financial markets experience
• Deep working knowledge of alternative manager universe and ability to speak to the key benefits and risks of a wide range of alternative investment strategies with both advisors and end clients
• Proficient with Salesforce and ability to adapt to changing technology
• Self-directed and strong customer service orientation
• Willingness to travel extensively (40 - 60% of the time)

Nice-to-have

• Sales, marketing, and/or business development experience
• Experience within private wealth and/or broker-dealer
• Advanced degree (MBA) or industry designations (CFA, CFP, CAIA)
• Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed

What’s in it for you?

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

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 that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.

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

Job Skills

Coaching Others, Communication, Industry Knowledge, Long Term Planning, Operational Delivery, Training Delivery, Training Evaluations, Training Process, Workforce Development

Additional Job Details

1801 CALIFORNIA STREET:DENVER Denver United States of America 40 Full time Wealth Management Regular Salaried 2024-03-26 2024-03-26