Team Leader

We are seeking a Team Leader to join our branch serving financial advisors and clients. As a Team Leader, you will play a critical role in ensuring seamless day-to-day operations and delivering exceptional service to both teammates and clients.

Key Responsibilities:

• Service Coordination: Prioritizing and managing service requests efficiently.
• Client Meeting Support: Guiding preparation for client meetings to ensure readiness and professionalism.
• Onboarding Oversight: Managing workflows for new clients and team members to facilitate smooth transitions.
• Business Planning Support: Assisting in strategic planning to align team efforts with business goals.
• Training & Development: Helping train the team on tools, resources, and processes to enhance productivity and knowledge.
• Task Delegation: Distributing responsibilities within the team to optimize workflow and efficiency.

Team Administration & Daily Operations:

• Prioritize and route service requests; review daily alerts and reports; ensure timely completion and clear status updates.
• Acts as first point of contact with team members.
• Lead and facilitate team meetings: logistics; schedule, confirm, and prepare materials; coordinate team pre-briefs; capture follow-ups and action items.
• Assists with ensuring efficiencies and process improvements for overall team operations.
• Provide department work support during high volume times or when other team members are not available.
• As needed, perform complex tasks within an area or department.

Team Liaison with the Firm:

• Acts as liaison among support staff, advisors, and branch and complex management.
• Partner with complex management to ensure employees are on track with required trainings.
• Leverage the value in unit, department, and enterprise-wide teams to develop better solutions and achieve a cross-enterprise mindset.

Marketing, Brand, and Events:

• Plan and execute client events: manage invite lists, RSVPs, run-of-show, and post-event follow up while ensuring events are within RBC policy.
• Assist in executing marketing plans in collaboration with corporate field marketing team including but not limited to team website updates, bios, photos, pitchbooks, etc.
• Prepare/update marketing materials, team website, LinkedIn postings, etc.

Business Management & Growth Support:

• Assist advisors with ongoing team strategy and initiatives as it relates to business development.
• Accept and successfully execute change while supporting employees through the process and keeping them focused on business priorities.
• Ensure that employees understand RBC vision, as well as support and reinforce targeted behaviors that contribute to RBC goals and comply with RBC policies.
• Maintain Travel & Expenses for team advisors as requested in accordance with RBC expense policies and procedures.

Leadership Expectations:

• Mentorship: Guides team members in adopting best practices and leveraging available resources.
• Peer Relationships: Excels at fostering teamwork and resolving conflicts effectively. Balance interests with fairness toward others, build trust easily, and encourage collaboration. Known as a cooperative team player, address challenges quietly and candidly, ensuring positive outcomes for all and escalating issues to management as needed.
• Vision Alignment: Ensures team activities align with broader organizational goals and client-centric values.
• Empowerment: Encourages team members to take ownership of tasks and contribute to continuous improvement.

Requirements:

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses.
• Ability to adapt to a rapidly changing business and technology environment.

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.