Director of Business Development helping C&W SERVICES achieve financial growth and enhance client relationships through strategic market insights and opportunities. Engage with clients to expand business in Southern California, Arizona, and New Mexico.
About the role
- Sales Support role in Business Development team at RBC. Proactively manage relationships with Intermediary firms and assist Business Development functions.
Responsibilities
- To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers.
- To ensure all key Adviser data and activity is captured and updated on our internal systems.
- To act as a liaison between BDMs, Advisers and Investment Managers.
- To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning.
- To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc.
- Undertake regular strategy meetings with BDMs to plan, discuss and organise activities.
- Co-ordination of the distribution of regular communications to Advisers.
- External and internal event planning and organisation with attendance when required.
- To identify new sales opportunities and pass these through to the Sales team.
- To support all new IFA relationships and assist with account opening and ongoing servicing.
- To support the BDMs and in turn, the channel with business retention.
- To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements.
Requirements
- Proven experience of working within a sales team and good working knowledge of the Adviser market.
- Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel.
- Professional industry qualifications or working towards CII or CISI.
- Excellent written and oral communication skills.
Benefits
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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