Vista previa generada por IA
Drive growth in RBC US Wealth Management’s Clearing & Custody channel as a seasoned financial services banker, leveraging cash management and lending expertise with Broker‑Dealers and RIAs.
Lead cash‑management & lending initiatives, build strategy, measure KPI, and deliver value to advisors and their clients across the U.S.
What is the opportunity?
RBC is seeking an experienced sales professional to drive our Banking and Lending business within RBC US Wealth Management’s Clearing & Custody channel. This role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions.
The ideal candidate will understand the nuances of the independent landscape, with a deep understanding of the typical business structure of BD and RIA firms. The ideal candidate will have the sales and business development experience to meet the unique needs of these firms, their financial advisors, and their clients. The role will require strategic thinking, strong business acumen, and effective communication skills to achieve growth targets and deliver an exceptional financial advisor and client experience.
What will you do?
Act as the subject matter expert for RBC’s Clearing & Custody channel on cash management and lending solutions
Build a culture of cash management and lending adoption across the Clearing & Custody channel by effectively communicating the importance of incorporating banking and lending solutions
Partner with Clearing & Custody’s BD & RIA affiliated financial advisors to identify opportunities to enhance client relationships and outcomes through strategic use of banking & lending products
Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation
Report key performance metrics to management and field management
Partner with Associate Bankers to provide financial advisors and their clients cash management and lending solutions and support
Ensure Financial Advisors and clients are following proper risk management and compliance protocols when utilizing lending and cash management solutions
What do you need to succeed?
Must-have
Bachelor’s degree preferred or relevant experience
5+ years’ experience at a custodian, clearing firm, or large broker-dealer, with direct experience in cash management and lending solutions
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 and securities-based loans
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
Strong interpersonal skills, including developing relationships with financial advisors
Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
SIE, Series 7, and Series 63 licenses required or to be obtained within 90 days of employment
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
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 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 $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) 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
Job Skills
Análisis de crédito, Análisis de estados financieros, Banca minorista, Captura de información, Créditos minoristas, Gestión de garantías, Industria de servicios financieros, Orientado al detalle, Origen del crédito, Trabajo en equipo
Additional Job Details
Address:
1211 6TH AVENUE:NEW YORK
City:
New York
Country:
Estados Unidos
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-21
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review your resume in more detail.