Complex Assistant Manager at Dr Bill RBC Ventures

Leawood, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Industry

Banking

Description

Job Description What is the opportunity? Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate departments. As the Complex Assistant Manager (CAM), you will accelerate and drive the firm’s strategic initiatives by fostering meaningful partnerships, relationships and inclusive culture across the complex. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do? Lead a team across multiple branches. Partner with recruiting in the staffing process and own overall hiring and training. Drive excellence by coaching staff and enabling performances using the tools and training available Manage the Complex Operations Team and ensure all required Operations related policies are adhered to. Enable and prepare the complex and branches in compliance inspection process and develop action plans to address any gaps Assess suitability and risk for daily sales activities. Ensure branch staff members comply with regulatory, firm, complex and branch procedures, while resolving issues as needed. Ensure new advisors are properly onboarded including overseeing the process of coordinating new clients’ paperwork, and ensure new advisors receive training on RBC’s policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients Serve as a point of contact for multiple departments within RBC including Business Supervision Group, Compliance, Surveillance, and Legal Partner with the Complex Director to develop and finalize the overall budget and actively manage it to its expected results What do you need to succeed? Must-have 7+ years of industry experience 3+ years of leadership experience Demonstrated ability to effectively influence others while building relationships Ability to independently manage multiple demands and competing priorities and the ability to work effectively in a fast-paced, deadline-oriented environment Series 7, 8 (or 9/10) and 66 (or 63/65) and Insurance licenses required for each state in complex Nice-to-have Bachelor’s degree or equivalent working experience 5+ years of leadership experience Comprehensive knowledge of investment products and strategies, and understanding of the operations of a branch office 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 applicable 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 Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business Job Skills Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting Additional Job Details Address: 4001 WEST 114TH STREET:LEAWOOD City: Leawood Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-14 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

Lead a team across multiple branches and manage the Complex Operations Team to ensure compliance with policies. Serve as a liaison between the complex, branches, and corporate departments while supporting Financial Advisors in their business efforts.