Alternative Investment Product Consultant

Job Duties

Job Description

What is the opportunity?

Opportunity to join a fast growing business line within RBC Wealth Management-US, reporting to the Director of Alternative Investment Strategy.

The Alternative Investments Product Consultant will be an integral member of alternative investment product team, responsible for accelerating advisor and client adoption of alternative investment strategies through direct advisor support and interaction, product advice and expertise, and consistent collaboration with our divisional sales consultants and internal alternative investment product team.

What will you do?

• This position will drive growth in platform assets primarily through direct and regular engagement with the alternative investment team, alternative investment divisional consultants, and RBC Financial Advisors.

• Respond to financial advisor requests and work in partnership with the divisional sales consultants to educate advisors on the benefits and risks of alternative investments, and to offer expert advice and information on specific strategies, funds, modeling, and terms relative to potential and current client cases.

• Attend regional and national RBC events in support of divisional alternative investment consultants to share knowledge and updates around RBC's alternative investment consultants.

• Conduct inbound and outbound calls and virtual meetings with Financial Advisors. Maintain CRM (Salesforce) data by tracking daily interactions, meeting notes, and client case follow-ups.

• Attend to the team hotline and shared inbox to ensure advisor requests are responded to in a timely matter as a subject matter expert on alternative investments on RBC's platform. Facilitate routing of advisor inquiries to relevant support functions. Gain expertise on business practices and procedures in order to respond to advisor questions about advisor training, platform tools and modeling, investor eligibility, and sales literature requests.

• Assist in the development of presentations and other marketing materials for use by divisional consultants and other team members in branch and corporate meetings. Develop, publish, and maintain a handbook of current platform offerings, and maintain other materials on intranet as needed.

• Support planning and content creation for RBC events, including Alts Leaders, Next Levels, and other internal conferences.

• Manage the approval process for fund manager diligence/meeting requests and advisor hosted client seminars. Coordinate branch activities with sponsors, including external sponsor events and roadshows. Maintain wholesaler maps for sponsors and connect advisors and divisional consultants to in-market sponsor representatives.

• Attend recruit meetings to speak on the merits and processes for RBC's alternative investment platform. Develop and maintain sales reporting, including tracking of fundraising activities and milestones, sales activities and wins, and sales metrics relative to established divisional targets. Support Salesforce case management in collaboration with divisional sales consultants.

What do you need to succeed?

Must-have

• Minimum 5 years of financial markets experience, with a preference for alternative investments and distribution in wealth management.

• Working knowledge of alternative investment universe across drawdown and evergreen structures (with some combination or exposure to private equity, private credit, real estate, infrastructure and hedge funds), and ability to speak to the key benefits and risks with advisors.

• Proficient with data manipulation and modeling, including Salesforce and ability to adapt to changing technology (including AI tools and agents)

• Strong customer service orientation and interpersonal skills with a desire to share knowledge with a wide variety of team members, and strategic problem-solving skills

• Ability to travel up to 10% of the time

• Ability to work at RBC's US Wealth Management headquarter office in Minneapolis for at least 4 days per week

• Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed within 30-60 days of hire.

Nice-to-have

• Sales, marketing, and/or business development experience

• Experience within private wealth and/or broker-dealer who has an alternative investment platform.

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

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills

Commercial Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-25

Application Deadline:

2026-09-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.

Minimum Education Required

High School Diploma or Equivalent

Minimum Experience Required

5 - 20 years

Shift

First (Day)

Number of Openings

1

Public Transportation Accessible

Yes

Veterans Encouraged to Apply

Yes

Physical Required

Yes

Drug Test Required

Yes

Compensation

$11.41 / Hourly

Postal Code

55401

Job Type

Full Time

Place of Work

On-site

Requisition ID

RBCAA0088R0000184523EXTERNALENCA

Job Benefits

Not specified