Description
Join RBC Wealth Management as a Complex Assistant Manager (CAM) and serve as the primary liaison between the complex, branches, and other corporate departments. You will drive strategic initiatives, foster partnerships, and promote an inclusive culture.
Responsibilities:
- Lead a team across multiple branches, partner with recruiting, and own hiring and training.
- Manage the Complex Operations Team, ensure policy adherence, and develop action plans to address gaps.
- Assess suitability and risk for daily sales activities, ensure regulatory compliance, and resolve issues.
- Onboard new advisors, coordinate client paperwork, and provide training on RBC's policies and procedures.
- Serve as a point of contact for various departments, including Business Supervision Group, Compliance, Surveillance, and Legal.
- Partner with the Complex Director to develop and manage the budget.
Requirements:
- 7+ years of industry experience.
- 3+ years of leadership experience.
- Series 7, 8 (or 9/10), and 66 (or 63/65) licenses required.
- Ability to influence others, build relationships, and work in a fast-paced environment.
Nice-to-have:
- Bachelor's degree or equivalent working experience.
- 5+ years of leadership experience.
- Comprehensive knowledge of investment products and strategies.
What's in it for you?
- Competitive compensation ($120,000 - $200,000).
- Comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Opportunities for development, coaching, and growth.
- Flexible work-life balance options.
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