Senior Manager, Investment Counsel Enablement
Core
Enable investment solutions for High Net Worth Investment Counsellors by driving business development, product enablement, and reporting insights.
Role type
Senior Manager, Investment Counsel Enablement
Builds
Adoption of RBC GAM investment solutions (SMAs, alternatives) for IC teams
Domain
Wealth Management / Asset Management
Deliverable
product features | dashboards & analysis
Required skills
Investment sales/relationship management, Investment product knowledge (mutual funds, ETFs, SMAs, alternatives), Client messaging translation, Sales activity tracking, Internal tool proficiency (SalesForce, MPR, FCT, RBC Assist), External tool usage (Workstation, Y-Charts)
Preferred skills
High Net Worth advisor support experience, MBA, CFA, Capital Markets/Institutional Sales background
Technologies
SalesForce, MPR, FCT, RBC Assist, Workstation, Y-Charts
Responsibilities
Develop relationships with target Investment Counsellors, Identify opportunities to grow adoption of investment solutions, Act as conduit between ICs and Investment Products Advisory Group, Translate investment insights into actionable messaging, Track sales activity and product adoption trends, Deliver regular reporting and insights
Seniority
Senior, hands-on IC with management scope