Clearing & Custody Wealth Management Banker

RBC

New York, New York, United States of America
Base: $90,000-$200,000 depending on location; bonu...
5+ years experience at custodian or clearing firm
Direct experience in cash management and lending solutions
Strong understanding of bank deposits and securities-based loans
The role is critical to driving the adoption and expansion of financial products and services amongst Broker-Dealers and Registered Investment Advisors

Job Summary

  • The role is critical to driving the adoption and expansion of financial products and services amongst Broker-Dealers and Registered Investment Advisors.
  • Candidates will act as subject matter experts for RBC's Clearing & Custody channel on cash management and lending solutions.
  • A comprehensive Total Rewards Program includes competitive compensation, flexible benefits, and opportunities for discretionary variable compensation.

Matching Summary

The role is critical to driving the adoption and expansion of financial products and services amongst Broker-Dealers and Registered Investment Advisors.

Salary

Base: $90,000-$200,000 depending on location; Bonus/Equity: Discretionary variable compensation available; Benefits: 401(k) match, health, dental, vision, life, disability insurance, PTO

Skills & Requirements

Must-have

  • 5+ years experience at custodian or clearing firm
  • Direct experience in cash management and lending solutions
  • Strong understanding of bank deposits and securities-based loans
  • Proven business development in wealth management context

Nice-to-have

  • Strategic thinking and strong business acumen
  • Ability to anticipate future client needs
  • Collaborative team player in dynamic environment

Key Requirements

  • Bachelor's degree preferred or relevant experience
  • SIE, Series 7, and Series 63 licenses required
  • Must have 5+ years experience in cash management/lending space

Work Rights

Not specified

Tailored Resume

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