RBC · 1 hour ago
Alternative Investment Product Specialist
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Mid, Senior Level
$90K/yr - $160K/yr
5+ years expRBC is a leading financial institution seeking an Alternative Investment Product Specialist to enhance their Wealth Management US division. The role involves driving alternative investments adoption, developing educational campaigns, and managing vendor relationships while collaborating with various teams to meet client needs.
BankingFinancial ServicesWealth Management
Responsibilities
Maintain an in-depth understanding of the wealth management and private markets landscape to develop and execute strategies that ensure that the alternatives platform evolves with market changes and is positioned to offer attractive options to meet RBC client needs
Support our business development efforts and field consulting team through product and market expertise, creation of sales ideas, data-driven internal and external alternative product campaigns, and advisor/client case management
Develop a strong understanding of RBC’s solution set and business practices, and present RBC’s alternatives capabilities to existing advisors as well as recruits who may consider moving their practice to RBC
Develop strong relationships with RBC’s research team and fund managers. Influence pipeline activities with research and analysis, offering perspective around the needs of advisors and recruits relative to prospective additions to the platform. Respond to advisor referrals to external fund managers with advisor education, and introductory calls as needed
Coordinate the alternative investment team’s activities throughout the fundraise lifecycle, from initial diligence through onboarding, launch, and capital raising. Develop a post-close analysis and off cycle marketing plan for each capital raise
Plan and execute national and regional RBC events that educate and build on the adoption of private market alternatives. Promote and coordinate RBC participation in sponsor-led events and industry conferences
Qualification
Required
5-10 years of alternative investments experience, and keen acumen for the broader financial industry
Knowledge of alternative manager universe and ability to speak to the key benefits and risks of a wide range of alternative investment strategies
Experience developing and executing business marketing strategy in a multi-faceted B2B environment
Strong project management and event planning coordination
Advanced PowerPoint skills, and ability to synthetize clear visual messages from a variety of complex materials
Passion for private markets, self-directed, and a strong customer service orientation
Ability to travel
Undergraduate degree (with preferred concentration in finance, economics, business administration, marketing, communication)
Preferred
Experience within private wealth and/or broker-dealer
Advanced degree (MBA) or industry designations (CFA, CAIA)
Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
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 the RBC business
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
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