Institutional Sales Analyst

Job Description

What is the opportunity?

RBC Global Asset Management (GAM) is looking for an Institutional Sales Analyst to support our Institutional Sales team as we drive revenue growth within our markets. Use your collaboration skills while you partner with the Institutional Sales team, Consultant Relations and others to provide marketing, sales, and resource support in identifying and developing successful and profitable relationships for the team. You will assess prospect information, position products, conduct territory analysis, and participate in client/prospect calls and meetings.

What will you do?

• Help develop and implement the team’s business development plan, cultivate the assigned territory, and foster new relationships to drive sales.
• Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments.
• Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects' needs and work closely with Marketing to leverage the firm’s intellectual capital and present our thought leadership to prospects and clients.
• Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort and work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm’s CRM.
• Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies.
• Establish regional and market segment specific email distribution lists within the firm’s CRM and manage distribution lists on an ongoing basis and manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date.
• Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas. Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes.
• Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.

What do you need to succeed?

Must-have

• Bachelor’s degree required (preferably in Finance, Business or related field) or equivalent work experience with 2+ years’ investment management and/or mutual funds experience.
• FINRA Series 7 and 63 (or ability to obtain within 12 months).
• Unrelenting attention to detail and strong organizational skills and strong time management skills with the ability to handle multiple projects on an ongoing basis in a fast-paced ever-changing work environment.
• Proficient in Microsoft Office Suite including demonstrated expertise with PowerPoint, Excel and Outlook skills.
• Strong interest in sales and the financial markets.

Nice-to-have

• Industry designations such as CAIA, CIMA, CFA, etc.
• Experience with a CRM system, preferably Salesforce.

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 great benefits, annual incentive program and recognition
• Leaders who support your development
• A dynamic, collaborative, and high-performing team
• Opportunities to do challenging work and grow your career
• Work-life integration
• Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

WMUS

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JOB SUMMARY
City: Boston
Address: 225 Franklin Street Suite 2700
Work Hours/Week: 40
Work Environment: Office
Employment Type: Regular - U.S.
Career Level: Entry Level
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: Exempt
People Manager: No
Application Deadline: 01/11/2021
Platform: Wealth Management
Req ID: 292596
Ad Code(s):