Talent.com
Wealth Management Banker
Wealth Management BankerRBC Capital Markets, LLC • Seattle, WA, United States
Wealth Management Banker

Wealth Management Banker

RBC Capital Markets, LLC • Seattle, WA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

What is the opportunity?

Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM.

What will you do?

  • Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.
  • Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.
  • Build cash management and lending product awareness among RBC Financial Advisors.
  • Serve as the key relationship manager to financial advisors for their clients' cash management and lending needs
  • Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.
  • Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform
  • Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.
  • Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support.

What do you need to succeed?

Must-have

  • Bachelor's degree preferred or relevant experience
  • 5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions
  • Proven business development experience, preferably within the cash management and lending space in a wealth management context
  • Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.
  • Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
  • Nice-to-have

  • Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization
  • Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary
  • 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • 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.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.
  • The expected salary range for this particular position is $110,000-$190,000, (Los Angeles, San Francisco), $94,000-$165,000, (Seattle) 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

    Additional Job Details

    Address :

    401 UNION STREET : SEATTLE

    City : Seattle

    Country :

    United States of America

    Work hours / week : 40

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-12-02

    Application Deadline :

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

    I nclusion 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.

    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.

    serp_jobs.job_alerts.create_a_job

    Wealth Management • Seattle, WA, United States

    Job_description.internal_linking.related_jobs
    Licensed Real Estate Broker

    Licensed Real Estate Broker

    Windermere Real Estate • Renton, WA, US
    serp_jobs.job_card.full_time +1
    Launch your real estate career with Windermere Summit - Untouchable Training, Support and Culture.Largest regional real estate company in the Western U. Unlike other brokerages, you are a.F;— ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Affluent Banker Belltown

    Wealth Management Affluent Banker Belltown

    Seattle Staffing • Seattle, WA, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Everett, Washington
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Medicare Sales Manager - Field Based - Seattle, Everett or Tacoma, WA

    Medicare Sales Manager - Field Based - Seattle, Everett or Tacoma, WA

    UnitedHealthcare • EVERETT, WA, US
    serp_jobs.job_card.full_time
    At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Mountlake Terrace, WA, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Focus Financial Partners Inc. • Bellevue, WA, United States
    serp_jobs.job_card.full_time
    Focus Partners Wealth is seeking a Wealth Advisor to join our team! The.They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Banker

    Wealth Management Banker

    Royal Bank of Canada • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients.The Wealth Mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Community Lending Officer

    Community Lending Officer

    Washington Trust Bank • Seattle, WA, United States
    serp_jobs.job_card.full_time
    The Community Lending Officer will establish and maintain relationships with community-based organizations, realtors, and governmental agencies which result in lending opportunities for the bank to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Tacoma, WA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab • Bellevue, WA, United States
    serp_jobs.job_card.full_time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Community Development Mortgage Loan Officer

    Community Development Mortgage Loan Officer

    Banner Bank • Seattle, WA, United States
    serp_jobs.job_card.full_time
    More than 135 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Marysville, Washington, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate, Business Development (Wealth Advisor)

    Associate, Business Development (Wealth Advisor)

    Lido Advisors, LLC • Bellevue, WA, United States
    serp_jobs.job_card.full_time
    Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expandin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    2026 Commercial Mortgage Loans Internship

    2026 Commercial Mortgage Loans Internship

    Symetra • Bellevue, WA, United States
    serp_jobs.job_card.internship
    Symetra has an exciting opportunity to be part of our.Commercial Mortgage Loans Internship Program!.At Symetra, we share a deep commitment. Our interns work on real, meaningful projects that contrib...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Relationship Manager

    VP, Relationship Manager

    Cathay Bank - Headquarters • Tacoma, WA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region

    Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region

    Empower • Seattle, Washington, United States
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region

    Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region

    Empower Retirement • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Everett, Washington, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted