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Senior Rbc Wealth Management Jobs in Michigan (NOW HIRING)

Sr. Wealth Strategist

Grand Rapids, MI · On-site

$116K - $150K/yr

The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and ... Collaborates with Managing Director and internal client cell team on specific client deliverables ...

... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As a Middle Market Commercial Senior Account Manager, you ...

... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As a Middle Market Commercial Senior Account Manager, you ...

... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As a Middle Market Commercial Senior Account Manager, you ...

... and wealth management productsand services. With over20,000 employeesinover600 offices throughout ... Service Awards Here's Where You Come In As a Middle Market Commercial Senior Account Manager, you ...

Senior Tax Associate, Novi, MI

Novi, MI · On-site

$54K - $100K/yr

As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns.

Senior DevOps Engineer

Livonia, MI · On-site

$115K - $147K/yr

We are not here to chase the super-rich with annuities and wealth management products. AAA has been ... in a senior or lead role. * Proven experience with CI/CD tooling (GitLab CI, GitHub Actions ...

With over 140 years of combined public accounting experience, their locally owned practice integrates traditional services with forward-looking planning in wealth management, estate strategy ...

Senior DevOps Engineer

Livonia, MI · On-site +1

$115K - $147K/yr

We are not here to chase the super-rich with annuities and wealth management products. AAA has been ... in a senior or lead role. * Proven experience with CI/CD tooling (GitLab CI, GitHub Actions ...

Senior DevOps Engineer

Livonia, MI · On-site +1

$115K - $147K/yr

We are not here to chase the super-rich with annuities and wealth management products. AAA has been ... in a senior or lead role. * Proven experience with CI/CD tooling (GitLab CI, GitHub Actions ...

You'll be assisting the team focus on key issues like wealth management, compliance, cash flow ... As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex ...

Showing results 41-60

Senior Rbc Wealth Management information

How does a Senior RBC Wealth Management professional typically collaborate with other teams to deliver comprehensive client solutions?

In the Senior RBC Wealth Management role, professionals work closely with various internal teams such as investment advisors, financial planners, tax specialists, and trust professionals to provide holistic wealth solutions for clients. Collaboration often involves regular strategy meetings, joint client consultations, and the development of tailored financial plans that address complex needs. This integrated approach helps ensure clients receive well-rounded advice and services, while also offering the opportunity for senior professionals to mentor junior staff and contribute to team knowledge sharing.

What are the key skills and qualifications needed to thrive as a Senior RBC Wealth Management professional?

To thrive as a Senior RBC Wealth Management professional, you need in-depth knowledge of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or a related field and relevant certifications such as CFA or CFP. Proficiency with portfolio management tools, financial analysis software, and CRM systems is commonly required. Exceptional communication, relationship-building, and problem-solving skills set top performers apart in this client-focused role. These skills are crucial for delivering tailored wealth solutions, maintaining client trust, and ensuring regulatory adherence in a competitive financial environment.

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

AspectSenior Rbc Wealth ManagementFinancial Advisor
CertificationsCFP, CFA, or equivalentCFP, Series 7, 66/65
Work EnvironmentBank branches, private client officesIndependent or firm-based, client meetings
Employer & IndustryRoyal Bank of Canada, banking & wealth managementVarious financial firms, independent practices

Senior Rbc Wealth Management professionals typically hold advanced certifications like CFP or CFA and work within RBC's banking environment, focusing on high-net-worth clients. Financial Advisors may have similar certifications but often work independently or for different firms, serving a broader client base. The roles overlap in client advisory skills but differ in employer setting and scope of services.

What does a Senior RBC Wealth Management professional do?

A Senior RBC Wealth Management professional provides advanced financial advice and investment solutions to high-net-worth individuals, families, and businesses. They help clients develop personalized wealth management strategies, which may include investment planning, retirement planning, estate planning, and tax optimization. Leveraging their expertise and RBC’s resources, they aim to protect and grow clients’ assets while building long-term relationships based on trust and financial goals.

What are the most commonly searched types of Rbc Wealth Management jobs in Michigan?

The most popular types of Rbc Wealth Management jobs in Michigan are:

What cities in Michigan are hiring for Senior Rbc Wealth Management jobs?

Cities in Michigan with the most Senior Rbc Wealth Management job openings:

Vice President, Equity Research, Wealth Management Solutions

Threadneedle group

Charlotte, MI • On-site

$196.70 - $270/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 11 days ago


Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

The Vice President, Equity Research position will lead and evolve the equity research function supporting Wealth Management Solutions and the Investment Research Group. The role sets research standards, manages analyst coverage, develops research talent, and ensures research output directly supports portfolio construction, security selection, monitoring, model changes, and advisor-facing communication. In this highly visible leadership role, you will shape research strategy, develop a high-performing team of analysts, and ensure investment insights directly influence portfolio construction, security selection, and advisor guidance. You will play a critical role helping build scalable research capabilities that support growth, investment excellence, and client outcomes.

Key Responsibilities
  • Lead, coach, and develop the equity research team, establishing clear expectations for research quality, coverage responsibilities, performance, and professional growth.
  • Define and oversee research methodologies, standards, and quality controls across investment recommendations, financial models, valuation frameworks, and written research publications.
  • Direct equity coverage strategy, including sector assignments, analyst onboarding, succession planning, and continuity of coverage during the transition to the new portfolio management structure.
  • Partner closely with portfolio managers and cross-functional stakeholders to align research priorities with portfolio construction, governance, compliance, product, and advisor engagement needs.
  • Lead recruiting, onboarding, and talent pipeline efforts to build a scalable research organization capable of supporting future business growth.
  • Oversee advisor-facing research content, market commentary, webinars, and investment communications to ensure consistency, relevance, and regulatory alignment.
  • Lead, coach, and develop the equity research team, establishing clear expectations for research quality, coverage responsibilities, performance, and professional growth.
  • Define and oversee research methodologies, standards, and quality controls across investment recommendations, financial models, valuation frameworks, and written research publications.
  • Direct equity coverage strategy, including sector assignments, analyst onboarding, succession planning, and continuity of coverage during the transition to the new portfolio management structure.
  • Partner closely with portfolio managers and cross-functional stakeholders to align research priorities with portfolio construction, governance, compliance, product, and advisor engagement needs.
  • Lead recruiting, onboarding, and talent pipeline efforts to build a scalable research organization capable of supporting future business growth.
  • Oversee advisor-facing research content, market commentary, webinars, and investment communications to ensure consistency, relevance, and regulatory alignment.
Qualifications
  • 12+ years of equity research experience, including expertise in fundamental analysis, financial modeling, valuation, and investment thesis development, with 5+ years leading research analysts or investment professionals.
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.
  • Series 86/87, 65, 66, or other applicable licensing/registration, or ability to obtain required licenses within an established timeframe.
  • Experience within asset management, investment advisory, separately managed account, institutional investment, or equity research environments; experience supporting portfolio implementation structures is preferred.
  • Strong ability to scale research processes, establish governance standards, and drive high-quality investment decision support across a growing platform.
  • Exceptional written and verbal communication skills, with the ability to influence senior leaders, portfolio managers, advisors, and cross-functional stakeholders.
Base Pay Salary

The estimated base salary for this role is $196,700 – $270,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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