Job Description

Job Summary

Job Description

What is the opportunity?

As the West Coast Investment Banking (IB) liaison, you will be responsible for educating our Private Client Group (PCG), specifically the West and Mountain South divisions, on our Investment Banking Solutions capabilities.  You will be the primary contact for Financial Advisors (FAs) IB needs and for CNB Bankers IB solution with our third party IB platform.  You will help grow the IB Solutions footprint in West and Mountain South Divisions.

What will you do?

• Educate FAs on Investment Banking Solutions capabilities and help generate referrals (20%)
• Assist Complex Directors with recruitment efforts (20%)
• Travel to branches to educate and engage FAs and participate in events and meetings with FAs and clients (15%)
• Maintain proper statistics about the business on a periodic basis (5%)
• Engage Global Investment Banking (GIB) Bankers and third-party Bankers to vet opportunities (10%)
• Conduct client calls with FAs and bankers as needed (20%)
• Follow-up with Bankers on the progress of the transaction and ensure referral payment is processed on a timely basis. (10%)

What do you need to succeed?

Must-have

• Ability for overnight travel 20% of the time
• 10+ years' experience Investment Banking
• Comfortable presenting to large groups and excellent written and oral communication skills
• Ability to work under minimal supervision with little to no instruction on complex tasks and projects

Nice-to-have

• Proficient in Microsoft Office suite
• Ability to build strong relationships, exercise influence, and can uncover motivations to drive performance
• Prior experience working with Business Owners on a cumulative capacity

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

The good-faith expected salary range for the above position is $110,000 - $190,000, 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

Job Skills

Career Development, Coaching Others, Communication, Customer Knowledge, Effectiveness Measurement, Group Problem Solving, Large Group Presentations, Product Knowledge, Results-Oriented, Sales Activities, Sales Channels, Training and Development, Training Needs Analysis (TNA), Workforce Development

Additional Job Details

Address:

10000 SANTA MONICA BOULEVARD:LOS ANGELES

City:

Los Angeles

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-28

Application Deadline:

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

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Job Tags

Full time, Flexible hours, Night shift,

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