Minneapolis, Minnesota, USA
5 days ago
Alternative Investment Consultant

Job Summary

Job Description

What is the opportunity?

Opportunity to join a fast growing business line, within RBC Wealth Management-US.  The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for sourcing, selection and delivery of hedge funds, private capital funds, real estate, commodities, and other esoteric fund investments. 

What will you do?

This position will enhance the product services and drive growth in platform assets through field engagement with financial advisors. Provide education on the use of alternative investments in client portfolios and product level details.Assist with development and planning of Partner-sponsored events and participate as subject matter expert on alternative investments.Remain apprised of current industry trends and research related to alternative investments, and inform changes to product strategy.Enhance the product offering set by sourcing and developing relationships with alternative investment managers.

What do you need to succeed?

Must-have

Working knowledge of alternative manager universe and be able to speak to the key benefits and risks of a wide range of alternative investment strategies.Advanced knowledge of financial markets and investment industry. Proficient with Microsoft Office and ability to adapt to changing technologySelf-directed and strong customer service orientationAbility to travel

Nice-to-have

Up to 10 years of financial markets experienceExperience within private wealth and/or broker-dealerAdvanced degree (MBA) or industry designations (CFA, CFP, CAIA)Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed.

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Alternative Investments, Customer Service, Microsoft Office, Relationship Building

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-18

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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