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Executive Rbc Wealth Management Jobs in Arizona (NOW HIRING)

AssetMark

Senior Investment Product Manager

Phoenix, AZ · Hybrid

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Lead the development and launch of new wealth management products, services, and platform ... Create executive-level presentations and product materials to support leadership updates, advisor ...

Morgan Stanley

Executive Relationship Manager

Gilbert, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... wealth management services. The Firm's employees serve clients worldwide including corporations ... The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high-net ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... managers in the delivery of advice to high-net-worth clients, families, business owners, executives ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Wealth and Investment Associate a highly motivated associate to support our Private Wealth ... managers in the delivery of advice to high-net-worth clients, families, business owners, executives ...

Wealth.com

Director, Revenue Operations

Phoenix, AZ · On-site

$120 - $150/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors ... You can translate technical architecture for sales reps and executives equally Preferred

Wealth Inc

Director, Revenue Operations

Tempe, AZ · On-site

$180K - $220K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors ... You can translate technical architecture for sales reps and executives equally Preferred

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Executive Rbc Wealth Management jobs near you
Infographic showing various Executive Rbc Wealth Management job openings in Arizona as of June 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution.

Executive Assistant

TGG Accounting

Scottsdale, AZ • On-site

Full-time

Re-posted 9 days ago

Job description

ExecutiveAssistant


Agrowingfinancialservicesorganizationisseekingapolished,proactive,andhighlyorganizedExecutiveAssistanttosupportseniorleadershipinafast-paced,client-focusedenvironment.


This is a high impact position for someone who thrives on creating structure, managing priorities, and keeping executives operating at their highest level. The ideal candidate comes from a wealth management, financial advisory, banking, insurance, or professional services background and understands the importance of discretion, follow-through, and exceptional client service.


You'll serve as a trusted partner to executive leadership, helping manage competing priorities, coordinating key initiatives, maintaining critical client and business relationships, and ensuring nothing falls through the cracks. This role requires someone who is resourceful, detail oriented, and comfortable taking ownership without needing constant direction.


KeyResponsibilities

  • Managecomplexexecutivecalendars,scheduling,andmeetingcoordination
  • Monitor,prioritize,andorganizeexecutivecommunications,ensuringtimelyfollow-upandaction
  • Preparedailyexecutivebriefingshighlightingpriorities,meetings,deadlines,andactionitems
  • TrackandmaintainclientandbusinessrelationshipswithinCRMsystems
  • Coordinateexecutivemeetings,presentations,speakingengagements,andspecialevents
  • Managedocumentcollection,organization,andadministrativeworkflows
  • Assistwithclient-relatedadministrativeprocessesandensureaccuraterecordkeeping
  • Partnerwithinternalteams,vendors,andexternalstakeholderstodriveprojectsandinitiativesforward
  • Trackdeliverables,deadlines,andfollow-upitemstoensurecommitmentsarecompleted
  • Handlesensitivefinancial,business,andpersonalinformationwiththehighestlevelofconfidentiality
  • Supportoperationalandstrategicprojectsasneeded


Qualifications

  • 3+yearsofExecutiveAssistant,SeniorAdministrativeAssistant,orcomparableexecutivesupportexperience
  • Experiencewithinwealthmanagement,financialservices,banking,insurance,accounting,oranotherprofessionalservicesenvironment
  • Strongunderstandingofexecutivesupport,clientservice,andbusinessoperations
  • ExperienceworkingwithCRMsystems(Salesforceexperiencestronglypreferred)
  • AdvancedproficiencywithMicrosoftOfficeSuiteandbusinesscommunicationtools
  • Exceptionalorganizationalandtime-managementskills
  • Strongattentiontodetailwithacommitmenttoaccuracy
  • Excellentwrittenandverbalcommunicationskills
  • Abilitytomanagemultipleprioritieswhilemaintainingprofessionalismandcomposure
  • Provenabilitytoanticipateneeds,solveproblems,andexecutewithminimaloversight


PreferredExperience

  • SupportingC-suiteexecutives,founders,orseniorleadershipteams
  • SalesforceCRMexperience
  • Experienceinwealthmanagement,financialplanning,investmentmanagement,banking,orinsurance
  • Exposuretoclientdocumentation,financialpaperwork,orregulatedindustries
  • Eventcoordination,executivemeetingplanning,orclient-facinginitiatives


WhatWe'reLookingFor

  • Highlyorganizedanddetail-oriented
  • Proactiveratherthanreactive
  • Strongsenseofownershipandaccountability
  • Professional,polished,andclient-focused
  • Excellentfollow-throughandexecution
  • Abletobalancecompetingprioritieswithoutsacrificingquality
  • Trustedpartnerwhocananticipateneedsandstayonestepahead


Benefits&Perks

  • BlueCrossBlueShieldPPOMedicalCoveragewithmultipleplanoptionsavailable
  • 401(k)withupto4%employermatch
  • 10daysofPTOstartinginyearone,withadditionalPTOearnedbasedontenure
  • PaidBirthdayOff
  • PaidCompanyHolidays
  • Directaccesstoexecutiveleadershipanddecision-makers
  • High-visibilityrolewithsignificantimpactondailyoperations
  • Professional,collaborativeofficeenvironment
  • Culturebuiltonaccountability,integrity,teamwork,andclientservice


If you're a driven Administrative Assistant or Executive Assistant who enjoys supporting high-performing leaders, creating organization from complexity, and playing a key role in business success, we'd love to hear from you!

Apply