Senior Business Associate - Retirement Plan Specialist

What is the opportunity?

This role combines business development with comprehensive client relationship management for retirement plans. The position involves proactively engaging plan sponsors to identify service opportunities, serving as a key liaison between plan sponsors and stakeholders including Third-Party Administrators, Attorneys, and CPAs.

Primary responsibilities include addressing benefits issues such as auto-enrollment and plan amendments, responding to participant inquiries regarding plan provisions, enrollment, investments, and loans, and leading educational meetings about plan features.

Additionally, the role encompasses coordinating trustee meetings, preparing meeting materials, generating quarterly reports, and maintaining thorough client documentation.

What will you do?

• Develop customized asset allocation strategies and investment solutions and evaluate the investment performance data against appropriate benchmarks (e.g., index or industry).
• Analyze and interpret portfolio performance reports, in conjunction with information gathered from WM research and other external parties, and make recommendations to the FA for potential changes.
• Develop performance reports for client presentations, respond to client requests and conduct special projects or analyses and potentially be responsible for communicating investment performance results to the FA or client.
• Keep team informed of all pertinent information and activity related to clients' accounts and transactions, including issues related to client suitability.
• Conduct a variety of quantitative and qualitative analyses on individual or classes of equity securities.
• Independently conduct extensive company, industry and/or marketing analysis used to formulate investment recommendations for the FA.
• Identify specific communication needs and strategies; work with internal copywriting, graphics and print production staff to produce materials (e.g., brochures, newspaper or magazine advertisements) and secure necessary compliance approval.

What do you need to succeed?

Must-have

• Minimum of 5 years industry experience with an excellent understanding of the stock market, investments and retirement plans.
• Working knowledge of fixed income products, equities, mutual funds, insurance and annuities.
• In-depth knowledge of investments, regulatory policies and procedures and ability to analyze client portfolios.
• Series 7 and 66 (or 63/65) licenses and state licenses as deemed necessary.
• Quantitative and Financial research and analysis experience and someone who is detail oriented.
• Excellent interpersonal verbal and written communication skills.
• Able to independently manage multiple demands and competing priorities.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.