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Senior Rbc Wealth Management Jobs in Raleigh, NC

Royal Bank of Canada

FP&A Manager

Raleigh, NC · On-site

In this role, you will support RBC Bank's growth and management of risk by supporting the Balance Sheet and Income Statement Forecasting process, preparing reporting and analysis for senior ...

Royal Bank of Canada

FP&A Manager

Raleigh, NC · Hybrid

In this role, you will support RBC Bank's growth and management of risk by supporting the Balance Sheet and Income Statement Forecasting process, preparing reporting and analysis for senior ...

Wisepath Group

Wealth Advisor

Durham, NC · On-site +1

Wealth Advisor ↓ Senior Wealth Advisor ↓ Managing Advisor ↓ Regional Director ↓ Executive Leadership Who Thrives at SFC? Our most successful advisors are: * Relationship-Focused

Wisepath Group

Wealth Advisor

Raleigh, NC · On-site +1

Wealth Advisor ↓ Senior Wealth Advisor ↓ Managing Advisor ↓ Regional Director ↓ Executive Leadership Who Thrives at SFC? Our most successful advisors are: * Relationship-Focused

Envestnet

Senior Legal Counsel

Raleigh, NC

$135K - $184K/yr

... wealth management by helping advisors meet the moment with its comprehensive technology ... How  You 'll  Contribute    As Senior Legal Counsel, the successful candidate will lead ...

Envestnet

Senior Legal Counsel

Raleigh, NC

$135K - $184K/yr

... wealth management by helping advisors meet the moment with its comprehensive technology ... How  You 'll  Contribute    As Senior Legal Counsel, the successful candidate will lead ...

Envestnet

Senior Legal Counsel

Raleigh, NC

$135K - $184K/yr

... wealth management by helping advisors meet the moment with its comprehensive technology ... How  You 'll  Contribute    As Senior Legal Counsel, the successful candidate will lead ...

Hilltop Wealth Advisors, LLC

Head of Growth

Chapel Hill, NC · On-site

$180K - $250K/yr

Overview Hilltop Wealth Advisors is growing, and we're seeking a senior leader to serve as our Head ... manage a 12-36 month M&A pipeline aligned with Hilltop's ideal firm profile • Assess cultural ...

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Senior Rbc Wealth Management information

See Raleigh, NC salary details

$24.3K

$78K

$158.9K

How much do senior rbc wealth management jobs pay per year?

As of Jun 12, 2026, the average yearly pay for senior rbc wealth management in Raleigh, NC is $78,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $100,100.00 per year, depending on experience, location, and employer.

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, and why are they important?

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 Raleigh, NC? The most popular types of Rbc Wealth Management jobs in Raleigh, NC are:
What are popular job titles related to Senior Rbc Wealth Management jobs in Raleigh, NC? For Senior Rbc Wealth Management jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Senior Rbc Wealth Management jobs in Raleigh, NC look for? The top searched job categories for Senior Rbc Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Senior Rbc Wealth Management jobs? Cities near Raleigh, NC with the most Senior Rbc Wealth Management job openings:
Senior Rbc Wealth Management jobs near you
Infographic showing various Senior Rbc Wealth Management job openings in Raleigh, NC as of June 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $78,046 per year, or $37.5 per hour.
FP&A Manager

FP&A Manager

Royal Bank of Canada

Raleigh, NC • On-site

Full-time

Posted 9 days ago

Job description

Job Description
What is the opportunity?
Join RBC Bank in Raleigh, NC, a subsidiary of Royal Bank of Canada that provides cross-border banking advice and solutions for Canadians in the U.S., as our new Forecasting and Planning Analyst. In this role, you will support RBC Bank's growth and management of risk by supporting the Balance Sheet and Income Statement Forecasting process, preparing reporting and analysis for senior management, regulatory and Board purposes, assisting in the Capital Planning process, and supporting RBC IHC CCAR reporting and stress testing. You will support the FP&A and Business Performance Director by leading forecasting, planning, financial modeling and performance reporting activities, while driving insights and support strategic decision making.
What will you do?
  • Lead the annual planning, forecasting, 5-Year Outlook processes for the cross-border banking business, ensuring alignment with strategic objectives, financial targets, and executive expectations.
  • Support reporting to senior management summarizing each forecasting exercise in the annual planning cycle and highlighting the bank's actual and forecasted performance as it relates to business drivers, risks, and opportunities.
  • Partner with business leaders to gather, challenge, and validate assumptions related to client growth, deposits, lending, revenues, expenses, and strategic initiatives.
  • Perform scenario analysis and sensitivity modeling to assess the impact of macroeconomic conditions, market trends, regulatory changes, and strategic initiatives on financial performance.
  • Support strategic initiatives by evaluating business cases, financial impacts, profitability, and performance tracking.
  • Collaborate with Finance, Treasury, Accounting, Risk, Data & Analytics, and business partners to ensure consistency, integrity, and alignment of financial assumptions and reporting.
  • Assist in development of annual RBC Bank Capital Plan and associated stress testing process
  • Entry and upload of the Planning & Forecast results within the Enterprise Performance Management system (EPM)
  • Drive improvement initiatives and actions to enhance operational performance, analyze and redesign processes to eliminate efficiencies and work on automation projects.
  • Support the monthly Business Performance Reporting process through the preparation, analysis, and communication of key financial, operational, and client metrics, highlighting performance versus Plan, Forecast, and Prior Year.
  • Develop executive dashboards and KPI reporting packages that provide actionable insights into business performance, strategic priorities, growth initiatives, client acquisition, product performance, profitability, and emerging trends.

What do you need to succeed?
Must-have
  • BS/BA in Finance or higher degree
  • 4-6 years of financial planning, forecasting and analysis experience
  • Experience managing large amounts of data in order to develop reporting and analysis for strategic decision making and presenting the information to senior leaders
  • Advanced PowerPoint and Microsoft Excel skills (e.g. Financial Modelling, Advanced Functions, and Pivot Tables)
  • Prior experience implementing process transformations

Nice-to-have
  • 2-3 years of experience in the banking industry
  • Experience with data reporting, ETL tools and data visualization tools (e.g. Tableau)

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

#LI-POST
#LI-Hybrid
Job Skills
Accounting, Corporate Financial Planning and Analysis (FP&A), Decision Making, Excel Functions, Financial Analysis Planning, Microsoft Excel, Microsoft Excel Macros, Pivot Tables, Tableau (Software)
Additional Job Details
Address:
8081 ARCO CORPORATE DRIVE:RALEIGH
City:
Raleigh
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
OFFICE OF THE CFO
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-04
Application Deadline:
2026-06-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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