Director, Parallel by RBC
Core
Lead the commercialization and expansion of Parallel by RBC, a strategic multi-family office offering for ultra-high-net-worth families and single-family offices.
Role type
Director, Multi-Family Office Strategy & Business Development
Builds
A market-leading multi-family office platform serving UHNW families and family offices
Domain
Wealth Management / Family Office Services
Deliverable
client delivery
Required skills
Relationship management with UHNW individuals and family offices, Business development and go-to-market strategy, Investment management and asset allocation, Risk management and estate planning, P&L management and pricing models, Cross-functional collaboration
Preferred skills
Scaling multi-family office operations, Technology platform familiarity (e.g., Addepar), Geographic market expansion, AI and automation in financial services
Technologies
Addepar, Data aggregation tools
Responsibilities
Lead commercialization strategy and expand market share, Build and nurture strategic relationships with clients and advisors, Develop and execute go-to-market strategies, Manage sales pipeline and client acquisition, Ensure regulatory compliance and data protection, Collaborate on tailored solutions for complex client needs
Seniority
Director, Strategic Leadership