RBC
Job Opportunity
The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business by serving as the key contact for financial advisors and their clients. The role will assist Wealth Management Bankers in building advisor and client product awareness and understanding of RBC USWM’s 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.
Assist Wealth Management Bankers to partner with financial advisors to understand their clients, identify and analyze business opportunities, and drive cash‑management and lending revenue.
Build product awareness among RBC financial advisors.
Serve as the key relationship manager to client associates for their cash‑management and lending needs.
Accountable for key performance metrics, including maintaining a pipeline of opportunities to meet client and FA targets such as loan commitments, balances, revenue, units, and advisor participation.
Have a basic knowledge of City National Bank (CNB) banking and lending solutions and collaborate with CNB Banking Advisors to create a seamless credit experience across the platform.
Report performance metrics to the Divisional Manager, Wealth Management Banking, and PCG field management.
Partner with Wealth Management Bankers to provide advisors and clients with cash‑management and lending solutions and support.
Qualifications
Must‑have
2+ years’ experience at a wealth management firm
SIE, Series 7 and 63, or ability to obtain within 90 days
Proven business‑development experience and strong understanding of cash‑management and lending products, including bank deposits, certificates of deposit, securities‑based loans, and high‑net‑worth tailored lending products
Strong drive to grow a business, hit key performance targets, and ensure products are suitable for clients while properly managing risk
Strong interpersonal skills, including relationship building with financial advisors, asking critical questions, anticipating future needs, and taking ownership
Nice‑to‑have
Bachelor’s degree
Current FINRA licensing
Business‑development experience within the cash‑management and lending space in a wealth‑management context
Compensation The expected salary range for this position is $80,000–$135,000, depending on experience, skills, registration status, market conditions, and business needs. The role offers additional discretionary variable compensation that increases total pay if business and individual performance targets are met.
Benefits
Competitive compensation and flexible benefits, including a 401(k) plan with company matching, health, dental, vision, life, disability insurance, and paid time off.
Leadership support through coaching and development opportunities.
Opportunity to make a lasting impact and work in a dynamic, collaborative, and high‑performing team.
Opportunity to build close relationships with clients and tackle challenging work.
Job Details Address: 345 California Street, San Francisco, United States of America
Work hours/week: 40
Employment type: Full time
Platform: WEALTH MANAGEMENT
Job type: Regular
Pay type: Salaried
Posted date: 2025-12-02
Application deadline: Applications accepted until 11:59 PM on the day prior to the application deadline date above.
EEO Statement At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. RBC strives to deliver a workplace based on respect, belonging, and opportunity for all through policies and programs that foster a supportive environment for all employees.
#J-18808-Ljbffr
Responsibilities
Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.
Assist Wealth Management Bankers to partner with financial advisors to understand their clients, identify and analyze business opportunities, and drive cash‑management and lending revenue.
Build product awareness among RBC financial advisors.
Serve as the key relationship manager to client associates for their cash‑management and lending needs.
Accountable for key performance metrics, including maintaining a pipeline of opportunities to meet client and FA targets such as loan commitments, balances, revenue, units, and advisor participation.
Have a basic knowledge of City National Bank (CNB) banking and lending solutions and collaborate with CNB Banking Advisors to create a seamless credit experience across the platform.
Report performance metrics to the Divisional Manager, Wealth Management Banking, and PCG field management.
Partner with Wealth Management Bankers to provide advisors and clients with cash‑management and lending solutions and support.
Qualifications
Must‑have
2+ years’ experience at a wealth management firm
SIE, Series 7 and 63, or ability to obtain within 90 days
Proven business‑development experience and strong understanding of cash‑management and lending products, including bank deposits, certificates of deposit, securities‑based loans, and high‑net‑worth tailored lending products
Strong drive to grow a business, hit key performance targets, and ensure products are suitable for clients while properly managing risk
Strong interpersonal skills, including relationship building with financial advisors, asking critical questions, anticipating future needs, and taking ownership
Nice‑to‑have
Bachelor’s degree
Current FINRA licensing
Business‑development experience within the cash‑management and lending space in a wealth‑management context
Compensation The expected salary range for this position is $80,000–$135,000, depending on experience, skills, registration status, market conditions, and business needs. The role offers additional discretionary variable compensation that increases total pay if business and individual performance targets are met.
Benefits
Competitive compensation and flexible benefits, including a 401(k) plan with company matching, health, dental, vision, life, disability insurance, and paid time off.
Leadership support through coaching and development opportunities.
Opportunity to make a lasting impact and work in a dynamic, collaborative, and high‑performing team.
Opportunity to build close relationships with clients and tackle challenging work.
Job Details Address: 345 California Street, San Francisco, United States of America
Work hours/week: 40
Employment type: Full time
Platform: WEALTH MANAGEMENT
Job type: Regular
Pay type: Salaried
Posted date: 2025-12-02
Application deadline: Applications accepted until 11:59 PM on the day prior to the application deadline date above.
EEO Statement At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. RBC strives to deliver a workplace based on respect, belonging, and opportunity for all through policies and programs that foster a supportive environment for all employees.
#J-18808-Ljbffr