Job Summary
Job Description
What is the opportunity?As the West Coast Investment Banking (IB) liaison, you will be responsible for educating our Private Client Group (PCG), specifically the West and Mountain South divisions, on our Investment Banking Solutions capabilities. You will be the primary contact for Financial Advisors (FAs) IB needs and for CNB Bankers IB solution with our third party IB platform. You will help grow the IB Solutions footprint in West and Mountain South Divisions.
What will you do?
Educate FAs on Investment Banking Solutions capabilities and help generate referrals (20%)Assist Complex Directors with recruitment efforts (20%)Travel to branches to educate and engage FAs and participate in events and meetings with FAs and clients (15%)Maintain proper statistics about the business on a periodic basis (5%)Engage Global Investment Banking (GIB) Bankers and third-party Bankers to vet opportunities (10%)Conduct client calls with FAs and bankers as needed (20%)Follow-up with Bankers on the progress of the transaction and ensure referral payment is processed on a timely basis. (10%)What do you need to succeed?
Must-have
Ability for overnight travel 20% of the timePrior experience in Investment Banking and Wealth ManagementComfortable presenting to large groups and excellent written and oral communication skillsAbility to work under minimal supervision with little to no instruction on complex tasks and projectsNice-to-have
Proficient in Microsoft Office suiteAbility to build strong relationships, exercise influence, and can uncover motivations to drive performancePrior experience working with Business Owners on a cumulative capacityWhat’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 accountabilities Access to a variety of job opportunities across businessThe good-faith expected salary range for the above position is $110,000 - $190,000, 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 of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob Skills
Career Development, Coaching Others, Communication, Customer Knowledge, Effectiveness Measurement, Group Problem Solving, Large Group Presentations, Product Knowledge, Results-Oriented, Sales Activities, Sales Channels, Training and Development, Training Needs Analysis (TNA), Workforce DevelopmentAdditional Job Details
Address:
10000 SANTA MONICA BOULEVARD:LOS ANGELESCity:
Los AngelesCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-02-28Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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