Senior Consultant, Practice Management & Teams

What is the opportunity?

As the Sr. Consultant, Practice Management and Teams, you will work with advisors and their teams to foster an organized, systematic approach to effective team development and strategic business growth. The position will guide top-tier and mid-tier producing advisors and teams through all things practice development and teaming: business planning, segmentation, value proposition, client experience, service models, building a brand, effective client communication, team health and dynamics.

You will assess and guide practices in creating and implementing their teaming and practice development plans, aid in creating, executing and measuring the results of growth strategies and develop and lead workshops and training programs.

What will you do?

Provide proactive and reactive coaching and consulting to advisors and teams (70%)

• Serve as a mediator, facilitator, and consultant to advisors and teams through a process which focusses on team health and dynamics in addition to practice efficiency, growth, effective communication and team leadership
• Provide coaching and consulting expertise in the areas of teaming, strategic planning, business planning, segmentation, value proposition, service models, building a brand, and effective communication
• Work with others in the department, field leadership, and regional consulting teams to identify and work with target advisors and teams

Develop and lead workshops that illuminate practice opportunities and gaps to inspire action (20%)

• Identify areas of greatest need among advisors and teams, and develop strategies to address those needs
• Lead, facilitate and present workshops and programs for our top-tier and mid-tier advisors and teams

Contribute team expertise to the field, department and firm (10%)

• Work closely with other members of the team to share best practices and to discuss challenges and solutions
• Contribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiatives
• Provide guidance to branch directors and complex directors on incorporating best practices into their branches and complexes

What do you need to succeed?

Must-have

• Undergraduate degree and 15 - 20+ years experience in financial services, consulting with financial advisors
• Willingness to travel; estimated at 30%

• Ability to learn new systems quickly, project management and organizational skills and dedication to client service
• Ability to manage multiple projects simultaneously with tight deadlines
• Proficiency with Microsoft Suite and willingness to become DISC, Working Genius and Business Coach certified

Nice-to-have

• MBA or equivalent work experience
• Organizational health and team development experience
• Experience as a financial advisor or in a role that works directly with financial advisors
• Proficiency with business analytics, client segmentation, tracking and evaluation tools

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

Washington and Colorado: The good-faith expected salary range for the above position is $94,000 - $165,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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

Minnesota: The good-faith expected salary range for the above position is $85,000 - $150,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. 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

Additional Job Details

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

Inclusion and Equal Opportunity Employment

At 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.