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Senior Rbc Wealth Management Jobs in Washington (NOW HIRING)

City National Bank

Relationship Manager Sr_RBC

Washington, DC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

RELATIONSHIP MANAGER SR_RBC Washington DC Branch WHAT IS THE OPPORTUNITY? The RBC Relationship ... Business & Risk Management - maintain awareness of updates to policies and procedures, stay within ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Pwc

Asset & Wealth Management - Tax Senior Manager

Washington, DC · On-site

$124K - $335K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...

Morgan Stanley

Wealth Management Associate

Bethesda, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Management Associates provide exceptional service to our clients and support Financial ... As senior members of the service team, through regular interactions with clients, individuals in ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply Here Osaic Careers Wealth Management Opportunity in ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in ... As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages ...

PNC Bank

Wealth Strategist I - PNC Wealth Management

Washington, DC · On-site

$63K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... senior team members. * Identifies solutions and PNC services as sales opportunities to enhance ... Managing Risk - Assessing and effectively managing all of the risks associated with their business ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$141K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior iOS Engineer to own and evolve the Range iOS experience, shaping how members interact with their ...

Range

Senior iOS Engineer

Mclean, VA · On-site

$141K/yr

Range is building AI-powered wealth management that actually works. They are seeking a Senior iOS Engineer to own and evolve the Range iOS experience, shaping how members interact with their ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while ...

Quix Recruitment Group Ltd

Tax Senior Associate

Washington, DC

$92K - $114K/yr

  • Medical

  • Retirement

  • PTO

About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a ... Stay informed about local and global tax issues, particularly in the asset and wealth management ...

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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 Washington?

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

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

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

Senior Rbc Wealth Management jobs near you

Relationship Manager Sr_RBC

City National Bank

Washington, DC • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

RELATIONSHIP MANAGER SR_RBC
Washington DC Branch
WHAT IS THE OPPORTUNITY?
The RBC Relationship Manager role focuses on acquiring and managing small business and personal relationships within an assigned geography, collaborating with RBC USWM Financial Advisors to deliver City National Bank's capabilities to their clients and prospects. The position requires strong communication and presentation skills to educate advisors on small business financial needs, build trust, and facilitate qualified client introductions. Key responsibilities include business development, client acquisition and retention, and delivering exemplary service, with success measured by growth in relationships, deposits, fees, and loans.
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
  • Acquire and facilitate new small business and personal relationships while managing a portfolio of existing clients to achieve sales goals (deposits, lending and fee income), while effectively managing sales and credit pipelines.
  • Develop a defined strategy for engaging RBC USWM Financial Advisors (and other internal and external partners) for client introductions, education and follow-up to ensure fully qualified client introductions.
  • Manages a portfolio of existing clients and actively deepens client relationships through cross-selling efforts, often with the RBC USWM Financial Advisor and other SME relationship colleagues.
  • Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
  • Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues and leveraging internal training resources.
  • Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, credit, services.
  • Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensure that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
  • Interacts in an effective and professional manner with all levels of CNB and RBC personnel, corporate and bank clients demonstrating commitment to quality client service.
  • Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
  • Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
  • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
  • Responsible for an intermediate to large-sized business banking portfolio with moderate to high complexity.
  • Accountable for portfolio growth including loans, deposits, and fee income.
  • The focus of the position is on one or more of the following areas: maintains existing customers, new business development, credit judgment, and loan structuring.
  • Customers tend to have complicated lending requirements often involving term loan agreements or revolving credit lines.
  • Monitors accounts to identify potential credit problems and assure proper loan documentation.
  • Portfolio range typically $20-40MM.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Do you have a Bachelor's Degree or equivalent
  • Minimum 10 years of direct sales experience required
  • Minimum 10 years of experience in a financial institution required

Additional Qualifications
  • Banking Products for Personal and Business clients - deep knowledge of CNB's offering, particularly those catered to small business clients.
  • Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance. (includes deep knowledge of CIP and KYC)
  • Economic Environment - understanding of the economic environment and its impact on clients.
  • Business Financials - review financial statements to fully understand a client's financial health and advise accordingly.
  • Negotiation - ability to maintain a profitable relationship, balancing bank and client needs.
  • Policy &. Procedures - knowledge of CNB's policies, procedures & regulatory obligation.

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one, we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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