Senior Product Manager, UHNW Segment

Job Summary

Job Description

What is the opportunity?

The Senior Product Manager for Echelon, RBC’s Ultra High Net Worth (UHNW) platform, will play a key leadership role in building out the support and service offering for the growth of the UHNW segment for RBC Wealth Management US.

This role will be responsible for continuing to build out and manage the center of excellence that will support Financial Advisors and their UHNW clients, including identifying and managing key internal and external relationships and related deliverables.

The strategy primarily focuses on organic growth and retention of RBC’s existing clients with significant wealth including clients experiencing liquidity or wealth events.

What will you do?

Manage the build-out and support structure for the UHNW segment related products, partners and technology. Serve as product manager for various capabilities, platforms and technology.

Represent the UHNW segment in various strategic priorities including production of specialty and multi-family reporting for the UHNW segment including investment, net worth cash flow and estate reporting.

Develop client experience and related common practices, work flows, procedures, report templates and other client deliverables.

Create service level standards that ensure efficiencies, consistency and standardization

Develop rules of engagement and service level expectations for FAs on accessing the Echelon platform.

Serve as a liaison and collaborate with Ultra High Net Worth Strategist, FAs and field leadership on optimizing the Echelon platform including contributing to recruiting meetings.

In partnership with marketing, develop and execute a marketing plan including a brand and related style guide along with an array marketing materials and content.

Build and manage the relationships with external business partners that provide concierge and specialty lifestyle services.

Drive utilization through awareness and promotion,

Build and maintain subject matter expertise on the UHNW segment, including competitive and industry knowledge and build networking connections.

Develop a plan for a steady flow of thought leadership and content unique to this segment. Continually monitor and benchmark to ensure high impact.

Develop regular reporting standards for the UHNW segment to track growth, utilization, and profitability. Serve as the point person for regular reporting metrics and questions.

What do you need to succeed?

Must-have

Bachelor's degree with 15+ years of related industry experience

Thorough knowledge of the multi-disciplines wealth management services required to support the UHNW segment (financial planning, investments, banking, cash management, philanthropy, taxes, trusts and estate planning).

Well-developed and proven analytical and problem-solving skills with strong presentation, verbal, and written communication skills

Ability to partner with financial advisors and clients to identify and service unique customer needs

Strong program / product management skills, including experience building new capabilities and continually delivering against a robust roadmap.

Leadership and management experience

Nice-to-have

Advance credentials (CFP, CPA, CIMA)

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

Additional Job Details

Address :

250 NICOLLET MALL : MINNEAPOLIS

City : Minneapolis

Minneapolis

Country :

United States of America

Work hours / week : Employment Type :

Employment Type : Full time

Full time

Platform : WEALTH MANAGEMENT

WEALTH MANAGEMENT

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2023-04-06

2023-04-06

Application Deadline :

I nclusion and Equal Opportunity Employment

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We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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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