Director, US Intermediary Sales - West

Job Description

What is the opportunity?

The primary responsibility in this role is to increase distribution of RBC Global Asset Management (GAM) strategies through a strategic effort focused on Financial Advisors within the West territory. The major market segment will be Independent/Regional Broker Dealers. This position is responsible for building and maintaining strong relationships with financial advisors, ensuring that RBC GAM develops and establishes a robust presence in the market, and driving revenue growth through effective sales of RBC GAM products. The successful candidate will act as a senior sales professional, leveraging their expertise to identify opportunities, address client needs, and deliver tailored solutions.

What will you do?

• Drive Sales Growth: Implement and execute a territory sales strategy focused on increasing distribution and sales of RBC GAM’s investment products within the Northeast territory, targeting Independent/Regional Broker Dealers
• Relationship Development: Build and maintain strong, productive relationships with financial advisors to deepen their understanding of RBC GAM’s organizational value and product offerings. Deliver compelling presentations, manage client meetings, and ensure timely follow-ups to drive new business and retain existing clients
• Product Expertise: Demonstrate high investment and RBC product acumen to effectively represent the full range of RBC GAM’s investment solutions
• Pipeline Management: Proactively manage sales pipelines, identify opportunities, and close business to meet and exceed revenue targets
• Data-Driven Insights: Leverage data and analytics to forecast sales targets, optimize territory plans, and ensure accountability for results
• Market Intelligence: Stay current on market trends, competitive dynamics, and gather feedback from the market (e.g., organizational insights, strategy feedback) to inform internal stakeholders
• Strategic Insights: Provide actionable insights based on industry expertise, in-field activities, and peer networks to help shape and accelerate RBC GAM’s intermediary expansion strategy
• Cross-Functional Collaboration: Work closely with Investment Teams, Marketing, and Operations/Support Teams to align on sales goals, product positioning, and client needs
• Team Player: Collaborate effectively within the RBC GAM US distribution team and across all RBC GAM partners, fostering a cooperative and productive work environment
• Industry Engagement: Attend industry conferences and events as needed to represent RBC GAM and stay informed on market developments
• Expense Management: Proactively manage expenses and costs to ensure efficient resource allocation

What do you need to succeed?

Must-have

• Bachelor’s degree required – in Finance, Economics, or a similar discipline and 7+ years of experience working in a relevant financial product sales environment, preferably selling in the Independent Broker Dealer channel.

• Series 7, and 63 required. 

• Ability and desire to travel up to 50% of the time.

• Excellent interpersonal, communication, organizational, and presentation skills.

• Ability/Willingness to work in the assigned Northeast region.

• Demonstrate ability to effectively manage details and provide accurate, timely follow-up.

• Previous experience and knowledge in the asset management industry.

• Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in an ever-changing work environment.

Nice-to-have

• MBA

• CFA

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 great benefits, annual incentive program and recognition

• Leaders who support your development

• A dynamic, collaborative, and high-performing team

• Opportunities to do challenging work and grow your career

• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

The good-faith expected salary range for the above position in Colorado is $160,000-$260,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.  This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

·       Drives RBC’s high performance culture

·       Enables collective achievement of our strategic goals

·       Generates sustainable shareholder returns and above market shareholder value

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