Job Summary

　　What is the opportunity?

　　The focus of the role is to provide business management to the Institutional Sales team with the goal of driving revenue growth within the assigned market segment/region.

　　 Job Description

　　What will you do? Help develop and implement the team's business development plan, cultivate the assigned territory, and foster new relationships to drive sales.Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments.Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects' needs and work closely with Marketing to leverage the firm's intellectual capital and present our thought leadership to prospects and clients.Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort and work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm's CRM.Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI's, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies.Establish regional and market segment specific email distribution lists within the firm's CRM and manage distribution lists on an ongoing basis and manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date.Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas. Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes.Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.

　　What do you need to succeed? Bachelor's degree required - in Finance, Business or related field preferred.0-4 years financial services industry (investment management and/or mutual funds) experienceFINRA Series 7, 63, & 3 required(or ability to obtain within 6 months)Willingness to learn and be a self-starterComfort with going outside "comfort zone"

　　Must-have Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry.General understanding of capital markets

　　Nice-to-have Familiarity with financial services industry

　　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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business

　　Job Skills

　　Bond Trading, Confidentiality, Customer Service, Detail-Oriented, Investment Banking, Investment Banking Analysis, Securities Laws, Standard Operating Procedure (SOP), Trade Client Reporting, Trade Processing

　　Additional Job Details

　　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:

　　2023-12-18

　　Application Deadline:

　　2024-02-23

　　Inclusion and Equal Opportunity Employment

　　At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

　　We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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