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Senior Rbc Wealth Management Jobs in Virginia (NOW HIRING)

Osaic

SVP, Business Development

Petersburg, VA

$160K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Range

Senior Software Engineer

Mclean, VA · On-site

$124K - $163K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior Software Engineer who will understand user problems, architect solutions, and deliver high-quality ...

Range

Senior Security Engineer

Mclean, VA · On-site

$116K - $159K/yr

Range is building AI-powered wealth management that actually works. They are seeking a senior security engineer to ensure the safety of their members' financial lives by probing their systems for ...

Range

Senior Security Engineer

Mclean, VA · On-site

$116K - $159K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior Security Engineer to ensure the safety of their members' financial lives by identifying and remediating ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$120 - $160/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Most wealth management is fragmented. Range is building AI-powered wealth management that actually ... About the Role We're looking for a Senior iOS Engineer to own and evolve the Range iOS experience.

Range

Senior Financial Planner

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give ... About the role We're looking for an experienced Senior Financial Planner to join our team of ...

Range

Senior Data Engineer

Mclean, VA · On-site

$107K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Most wealth management is fragmented. Range is building AI-powered wealth management that actually ... About the role As a Senior Data Engineer at Range, you'll be the technical owner of Range's data ...

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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 Virginia?

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

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

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

Senior Rbc Wealth Management jobs near you

Vice President or Senior Vice President of Client Administration

Skillcloud HCM

Williamsburg, VA • On-site

$108 - $166/hr

Other

Posted 5 days ago

Job description

TCV Trust & Wealth Management /Vice President or Senior Vice President of Client Administration

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Vice President or Senior Vice President of Client Administration (title commensurate with experience) to join their team in Williamsburg, VA. The Vice President or Senior Vice President manages and supervises the administration of assigned accounts and develops new business.

Benefits of the job:
  • Pay in the range of$108,000 – $166,000, offercommensuratewith experience.
  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package.
  • Strong company culture that supports community and charitable organizations.
Requirements:
  • Undergraduatedegreerequired.
  • Significanttrust administration experience.Incumbentsmust be able to manage even the most complex types of accounts and are trusted by the Management to make critical decisions independently.
  • Office based, 8:30am-5:00pm
Responsibilities:
  • Manage trust accounts by analyzing and studying trusts,willsand other instruments, todeterminethe duties of the company.
  • Manage IRA entities, Investment Accounts & Estates.Work with clients and attorneys to ensure that clients’ estate plans are up to date.
  • Monitor investment allocations, making sure they are in line with the client’s needs and goals.
  • Review accounts to understand and address tax issues.
  • Supervise office staff in the handling of administrative duties related to the accounts being managed
  • Arrange for the handling and protection of assets or other business interests, including assembly, appraisals,evaluationsand transfers.
  • Oversee thesetup and documentation of new accounts in the trust accounting system.Determineand implement payment schedules.
  • Maintaincontactwith customers.Correspond with customers, co-executors,guardiansand others to address inquiries, requests,complaintsor other matters related to the customer’s account.
  • Make court appearances at audits or other proceedings.Deal with realtors, attorneys, agents and othersregardingtrust assets and related business.
  • Manage estate settlements, including working with beneficiaries to manage and distribute assets.
  • Develop newbusinessandconfer with potential customers.
  • Advise and consult with other officers on complex administration issues and problems.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

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