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Senior Rbc Wealth Management Jobs in Rhode Island

Senior UX Designer Location: Smithfield, RI Fidelity Investments is looking for a Senior User ... services like wealth management, retirement planning, brokerage services, workplace plan ...

The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...

The role serves as the senior owner of trading and trade operations strategy, execution oversight ... operations within wealth management, asset management, or broker dealer environments. * Deep ...

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Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...

$175K - $220K/yr

... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.

$175K - $220K/yr

... senior management calls and exceptional client management serving as a trusted advisor. * Develop ... wealth management and deposits to facilitate cross-selling and enhance the customer experience.

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... in partnership with Senior Managers. Key responsibilities include evaluating, designing ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...

HR Business Partner

Johnston, RI · On-site

$224K - $288K/yr

Influence senior stakeholders through data, market insights, and forward-looking workforce ... Financial services experience preferred, with focus on Private Banking and/or Wealth Management.

Showing results 21-40

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 Rhode Island? The most popular types of Rbc Wealth Management jobs in Rhode Island are:
What cities in Rhode Island are hiring for Senior Rbc Wealth Management jobs? Cities in Rhode Island with the most Senior Rbc Wealth Management job openings:

Senior User Experience Designer

Fidelity Investments

Smithfield, RI • On-site

Full-time

Re-posted 2 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services


Job description

Job Description:

The Role

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity Investments is looking for a Senior User Experience Designer who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by changing the way we work and putting the customer first. It's a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.

Senior UX Designers typically:

  • Lead the design strategy and execution on their product team, with some guidance and coaching
  • Help define the design work and deliver business outcomes on the product team
  • Consult with the product owner to help inform product strategy
  • Contribute to the culture of the UXD group

The Expertise and Skills You Bring

  • 4 plus years of UX or related experience is preferred
  • A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred
  • Experience working on agile teams delivering value in digital products preferred
  • Experience running and/or using research to support evidence-focused design decisions preferred
  • A digital portfolio we can review online is required
  • An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing
  • Ability to design across all channels including web, native, and automated
  • Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives
  • A foundation of development knowledge, both web and mobile
  • Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better
  • Partnering with user research to understand the customer problems to tackle
  • Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions
  • Experience using AI-powered tools and technologies to augment the design process, generate insights, accelerate problem-solving, and deliver improved user experiences
  • An unwavering curiosity to ask why
  • Design brings you happiness

The Team

About the Cash Solutions UXD team

Join the UX Design team creating best-in-class products that our customers use to manage their cash and specialty savings. As a Senior Designer aligned to Credit Cards, you'll help shape the end-to-end customer journey, from onboarding and account setup to payments, rewards, and account management. You'll design across native and web and collaborate with partners across Fidelity to make our financial experiences intuitive, seamless, and rewarding.

This role supports Wealth at Fidelity, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity's User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Information Technology

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.


What Fidelity Investments employees say

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