ZipRecruiter

Log In

1

Senior Rbc Wealth Management Jobs in Utah (NOW HIRING)

PT&C Group LLC

Senior FP&A Analyst

Salt Lake City, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and ... to be wealth management services to small and medium sized businesses and their owners. We ...

Platform Accounting Group

Senior FP&A Analyst

Holladay, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and ... to be wealth management services to small and medium sized businesses and their owners. We ...

Platform Accounting

Senior FP&A Analyst

Holladay, UT · On-site

$82K - $102K/yr

The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and ... to be wealth management services to small and medium sized businesses and their owners. We ...

Orion Placement

Senior Tax Accountant

Salt Lake City, UT · On-site +1

$145K - $175K/yr

We are a boutique law firm focused on private wealth management and estate planning. Our team works closely with high-net-worth individuals and business owners on sophisticated financial, tax, and ...

previous page

Showing results 41-60

All JobsRbc Wealth Management JobsSenior Rbc Wealth Management JobsSenior Rbc Wealth Management Jobs in Utah

Senior Rbc Wealth Management information

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 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.

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

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

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

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

Senior Rbc Wealth Management jobs near you

Investor Relations - Assistant Vice President

iCapital

Salt Lake City, UT • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

About the Role
iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company's rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success.
Responsibilities
  • Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives.
  • Provide ongoing client and advisor support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
  • Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
  • Manage complex alternative investment operational workflows, partnering across teams to address and resolve escalations.
  • Influence process, platform, and client experience improvements.
  • Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.
  • Assist with special projects for Senior Management in support of iCapital's businesses.

Qualifications
  • Bachelor's degree with at least 6-10+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments or wealth management
  • Experience with high-net-worth clients, financial advisors, and fund managers
  • Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
  • Experience working for or with wealth management firms is preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Ability to manage phone queue during operating hours 8:30am-6 PM EST
  • Excellent organizational skills and attention to detail
  • Strong interpersonal, written, and verbal communication skill
  • Able to meet deadlines and work effectively under pressure
  • Strong experience in Microsoft Office applications, specifically Dynamics, Excel, PowerPoint, and Wordok

Benefits
The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply