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About the Role

Serve as the key contact for financial advisors and their clients, growing the cash and lending business. Build advisor product awareness and understanding of the full cash management and lending platform.

Responsibilities

• Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.
• Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.
• Build cash management and lending product awareness among RBC Financial Advisors.
• Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs.
• Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets.
• Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform.
• Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.
• Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support.

Requirements

• Bachelor’s degree preferred or relevant experience
• 5+ years’ experience at a wealth management firm, with direct experience in cash management and lending solutions
• SIE, Series 7 and 63, or ability to obtain within 90 days
• Proven business development experience, preferably within the cash management and lending space in a wealth management context
• Strong understanding of cash management and lending products including bank deposits, certificates of CDs, securities-based loans and high net worth tailored lending products.
• Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
• Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization
• Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary

Skills

• Cash management
• Lending solutions
• Business development
• Securities-based loans
• High net worth tailored lending products

Location

• Syracuse

Work Type

• Full time

Experience Level

• 5+ years

Education Level

• Bachelor's degree preferred

Salary/Compensations

• $90,000-$160,000 for Albany, NY, Buffalo, NY, Rochester, NY, Syracuse, NY
• $86,000-$160,000 for Pittsburgh, PA

Benefits

• Competitive compensation
• 401(k) program with company-matching contributions
• Health, dental, vision, life, disability insurance
• Paid-time off

About the Company

• 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 innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Equal Opportunity

• 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 innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.