Wealth Strategies and Solutions Data Analyst

The Wealth Strategies and Solutions Data Analyst assists in the development, support, and growth of RBC Wealth Management’s wealth strategies and product platforms. This person will assist in the execution of key business initiatives including project management, data analytics and policy/procedure documentation designed to support and promote the adoption of wealth planning and solutions thru data.

What will you do?

Assist in gathering, validating and reporting key department metrics to stakeholders

Act as subject matter expert within projects that involve Wealth Strategies and Solutions data

Advisor, client and product segmentation analysis

Support the adoption of RBC-approved AI applications to drive improved business processes

Support analysis of opportunities across various client segments, with a particular focus on the UHNW marketplace

Creation of solution question sets for Knowledge Pro tool used by the field and home office groups

Support enabling data to drive product sales and assets acquisition

Creation of Partnership database to capture specified information such as sponsorships, relationship management meeting dates, subscription to Insights Carrier Portal, approved products, etc.

Documentation of desk procedures with opportunity to make recommendations for improvement.

Assist with routine and ad-hoc administrative activities, including, but not limited to, information collection and business reporting.

Undergraduate degree (BA / BS) preferred with concentration in business, economics, finance, or marketing.

Basic knowledge of financial markets and investment industry.

Ability to work with and analyze large data sets using at least one data manipulation language (e.g., R, Python, SQL, SAS and ETC)

Hands on experience with Tableau, Power BI, Snowflake, Alteryx or similar tools.

Exposure wealth management solutions and products including product features, benefits, industry knowledge and regulations.

Strong understanding and utilization of AI models

Demonstrated strong relationship management skills with management, internal and external partners.

Ability to apply critical thinking to carry out a variety of instructions, solve problems and draw valid conclusions.

Excellent organizational skills with ability to prioritize workload in a time-sensitive environment.

Experience with Salesforce Financial Services Cloud reporting

Advanced computer skills and proficiency in use data analytical tools.

Experience developing management presentations

SIE (Securities Industry Essentials Exam) or ability to obtain within 12 months

Ability to thrive within a fast-paced team environment.

Ability to work independently.

Ability to effectively manage and prioritize multiple tasks.

Willingness to learn about new products and processes in a short timeframe.

Organizational awareness across multiple distribution channels.

Strong analytical / problem solving / organizational skills.

Strong written and oral communication skills.

Strong customer service orientation

Adaptable to changing market and business conditions

Nice-to-have

5+ years financial markets experience

Understanding of comprehensive financial planning tools

Series 7 licensed, Commercial Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, Product Services, High School Diploma or Equivalent

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

Leaders who support your development through coaching and managing opportunities.

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Opportunities to do challenging work.

Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills

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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