What are the responsibilities and job description for the Intermediary Sales Analyst position at Royal Bank of Canada?
Job Summary
Job Description
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.
- Submit RFP requests and ensure RFP/DDQs are customized to fit the prospects’ needs and completed and delivered in a timely manner; 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.
What do you need to succeed?
- Bachelor’s degree required - in Finance, Business, or related field preferred.
- 0-4 years financial services industry (investment management and/or mutual funds) experience
- FINRA Series 7, 63, & 3 required (or ability to obtain within 6 months)
- Willingness to learn and be a self-starter
- Comfort with going outside “comfort zone”
Must-have
- Demonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industry.
- General understanding of capital markets
Nice-to-have
- Familiarity with financial services industry
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
Job Skills
Critical Thinking, Data Administration, Data Mining, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Quantitative Research, Research DocumentsAdditional Job Details
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