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Associate - Investment Banking Solutions

Royal Bank of Canada · Minneapolis, Minnesota, United States

Full-time Posted 4 days ago

About this role

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>What is the opportunity? </b></p><p>Assist RBC Wealth Management-U.S. (WM-US) Investment Banking Solutions team members to create a seamless Financial Advisor (FA) client experience when looking to access and implement investment banking products and services. The Associate will work closely with field leadership, service and support areas within RBC’s Private Client Group to ensure a coordinated effort for investment banking opportunities originated within RBCWM.</p><p></p><p><b>What will you do? </b></p><ul><li>Collaborate with the Investment Banking Solutions team members to create a first-class field experience through preparing education and marketing materials, running and analyzing reports, and managing metrics for management.</li><li>Support Financial Advisors (FA) and clients through the origination and servicing process when utilizing Investment Banking Solutions</li><li>Product and Platform Enhancement – Gather feedback from the field and team members on enhancements to the platform and service model to improve efficiencies and create a better client-advisor experience</li><li>Design and publish a quarterly newsletter about Investment Banking Solutions</li><li>Weekly recaps of IB Solutions travel, meetings, bake-offs, mandates, etc…</li><li>Analysis of who attended meetings and events (by Complex, by Branch, by Level) and provide follow-up</li><li>Maintain a tracker for cross referencing during branches visits</li><li>Maintain and update INFONET content</li><li>Create and maintain addition

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