Group Advantage, Relationship Manager
Core
Mobile sales professional responsible for retention and growth of commercial and corporate clients (Sponsors) for RBC's Group Advantage retirement savings business.
Role type
Senior IC relationship manager (retirement savings)
Builds
Group RRSPs, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement plans expertise, C-suite relationship management, sales and negotiation, regulatory knowledge, cross-functional partnership
Preferred skills
CEBS or RPA designation, onsite presentation skills, knowledge of group plan tools, competitive market analysis
Technologies
Group plan tools, learning resources, policies, marketing resources
Responsibilities
Manage existing Sponsor relationships and refer clients to other RBC channels, conduct Annual Reviews to align programs with client needs, build internal partner networks across Personal and Commercial Banking, organize community and corporate events, conduct information sessions for Sponsor employees, execute program launch events
Seniority
Senior, hands-on IC