Job Summary

Job Description

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 leadershipProvide coaching and consulting expertise in the areas of teaming, strategic planning, business planning, segmentation, value proposition, service models, building a brand, and effective communicationWork 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 needsLead, 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 solutionsContribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiativesProvide 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 advisorsWillingness to travel; estimated at 30%Ability to learn new systems quickly, project management and organizational skills and dedication to client serviceAbility to manage multiple projects simultaneously with tight deadlinesProficiency with Microsoft Suite and willingness to become DISC, Working Genius and Business Coach certified

Nice-to-have

MBA or equivalent work experienceOrganizational health and team development experienceExperience as a financial advisor or in a role that works directly with financial advisorsProficiency 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities 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 cultureEnables collective achievement of our strategic goalsGenerates 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Analytical Thinking, Business, Communication, Consulting, Critical Thinking, Data Compilation, Decision Making, Group Problem Solving, Long Term Planning, Organizational Change Management, Practice Management, Professional Presentation, Researching, Strategic Planning

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:

2025-07-07

Application Deadline:

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.

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.