Senior Product Manager, UHNW Segment
RBC Capital
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
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