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Remote Rbc Wealth Management Jobs in California (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

San Francisco, CA · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

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Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

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Remote Rbc Wealth Management jobs near you

Vice President - Private Wealth

Dwight Investment Management

San Francisco, CA • On-site, Remote

$130K - $200K/yr

Full-time

Posted 19 days ago

Key responsibilities

  • Lead regional capital raising and intermediary distribution efforts across the Western Territory.

  • Cultivate, expand, and maintain relationships with financial advisors, wealth management teams, RIAs, and platform contacts.

  • Conduct presentations and engage with industry professionals to promote platform strategies and expand product availability.

Job description

Description
Dwight Investment Management (“DIM”) is an actively managed real estate investment trust specializing in the origination and financing of commercial mortgages across a range of real estate asset classes. DIM works in conjunction with affiliate firm Dwight Capital to source and evaluate lending opportunities nationwide.
DIM is seeking a Vice President to lead regional capital raising and intermediary distribution efforts across our Western Territory. In this senior role, you will be responsible for sourcing, developing, and managing high-value relationships with financial advisors, wealth management teams, RIAs and platform contacts for our real estate credit platform and private lending platform. You will sit in-market and work closely with dedicated internal sales support to drive asset growth and deliver high-touch service across your territory.
Location: Remote Los Angeles, San Francisco, CA

Responsibilities
• Lead capital formation and business development efforts within the Western Territory across targeted intermediary channels (RIAs, wirehouses, private banks, and broker-dealers)
• Cultivate, expand, and maintain senior-level relationships with financial advisors, key decision-makers, and wealth management teams, driving institutional-quality engagement in full compliance with applicable securities regulations and firm policies
• Oversee and direct Central territory strategy, partnering effectively with internal sales support to manage pipelines, prioritize key accounts, and coordinate meeting prep, marketing collateral, and follow-ups
• Conduct high-impact, face-to-face and virtual presentations detailing platform fund strategies, market insights, portfolio positioning, yield characteristics, and competitive advantages
• Engage with regional platform leadership, field managers, and home office contacts to expand product availability and maintain active mindshare across key wealth management firms
• Serve as a senior brand ambassador for DIM at industry conferences, regional advisor symposiums, and institutional roundtables across the region

Required Qualifications
• Active Series 7 and Series 63 (or Series 66) securities licenses
• 5–8+ years of successful capital raising or external sales experience within wealth management, asset management or private markets, with a proven track record in the private wealth ecosystem
• Established network of strong relationships across RIAs, wirehouses, private banks, and independent broker-dealers in the Western region
• Bachelor’s degree or equivalent professional experience in financial services
• Strong verbal, written, and interpersonal communication skills with strong presentation ability for virtual meetings and client interactions
• Understanding of alternative investment product dynamics across RIA and broker-dealer channels
• Experience utilizing CRM systems (e.g., Salesforce) and financial sales tools, along with a demonstrated ability to effectively leverage modern workflow and AI productivity tools
• Strong organizational and critical-thinking skills, with the ability to manage competing priorities in a fast-paced, sales-driven environment
• Demonstrated competence with Microsoft Office Suite including Outlook, Excel, PowerPoint, and Word
Desired Qualifications
• Deep knowledge of private real estate finance, direct lending strategies, private REIT structures, and alternative investment distribution dynamics
• Understanding of private real estate finance, direct lending, and private REIT structures
• Experience as a senior wholesaler within asset management or private markets