Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs, escalating to financial advisors when necessary.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
• Maintain confidentiality according to RBC's Code of Conduct.

Requirements:

• Bachelor's degree or relevant job experience.
• Strong soft skills, including verbal and written communication, interpersonal skills, organisational abilities, and client service skills.
• Attention to detail with a focus on improving advisor efficiency and effectiveness.
• Series 7 and 66 (or 63/65) licenses, or willingness to obtain within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Benefits:

• Comprehensive Total Rewards Program, including bonuses and flexible benefits.
• Competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and opportunity management.
• Flexible work-life balance options.
• Opportunities for challenging work and progressive accountabilities.

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have:

• Current FINRA registrations
• Financial services experience

Benefits:

• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Salary range: $45,000 - $75,000

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs, escalating to financial advisors when necessary.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience.
• Strong soft skills, including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and the ability to make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses.
• Ability to adapt to a rapidly changing business and technology environment.

Nice-to-have:

• Current FINRA registrations.
• Financial services experience.

Benefits:

• Competitive compensation, ranging from $55,000 to $90,000 depending on experience, skills, and registration status.
• Comprehensive Total Rewards Program, including 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.
• Opportunity to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Job Data by YubHub.

This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you'll be more than just support, you'll be a trusted resource for clients, advisors, and the branch, leveraging your administrative and operational expertise to help advisors manage and grow their business.

From day one, you'll embrace a client-first approach, ensuring compliance, resolving complex issues, onboarding accounts, and implementing technology solutions, all while maintaining meticulous account records. But this isn't just a job; it's a career growth opportunity. RBC Wealth Management is committed to your development, offering training, resources, and a clear path to advance in a way that aligns with your goals.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Financial services experience

Benefits

• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

The good-faith expected salary range for the above position is $55,000 - $90,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses
• Ability to adapt to a rapidly changing business and technology environment

Benefits:

• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Data by YubHub.

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Responsibilities

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.
• At the FA’s request, research and communicate investment strategies and recommendations to clients.
• Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution.

Requirements

• 3+ years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice to Have

• Salesforce experience
• Knowledge of Money Guide Pro planning software

Benefits

• A comprehensive Total Rewards Program including 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.

Job Data by YubHub.

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice to have

• Current FINRA registrations
• Financial services experience

Benefits

• 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 Data by YubHub.

In this role, you will be responsible for internal technology development, vendor partnerships, and managing successful implementation of deposit and banking solutions.

Responsibilities

• Manage the implementation of multiple concurrent initiatives of varying complexity in a time-efficient manner.
• Continuously identify potential issues, conflicts, and risks, and mitigate and escalate where appropriate.
• Manage a team of IT resources providing day-to-day work direction, coaching, and professional development, and performance management.
• Collaborate and contribute to cross-functional enterprise initiatives and manage the effective implementation of assigned deliverables.
• Establish strong working relationships across business units and platforms to build influence and impact with key business partners.

Requirements

• Undergraduate degree in an IT field such as computer science or management information systems, or equivalent work experience in an IT field.
• 8-10 years of IT management experience, preferably in the financial services sector.
• A strong understanding of technology and financial services industry – specifically looking for experience with deposits and lending processes.
• Experience working with and managing software and service providers in the banking industry.

Nice-to-have

• Experience in a matrix environment, such as a large, publicly traded corporation.
• Ability to facilitate between and influence key decision makers.
• Strategic thinker with excellent interpersonal skills to work across functions and businesses.

What's in it for you?

• 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.
• A world-class training program in financial services.
• Flexible work/life balance options.
• Opportunities to do challenging work.

The expected salary range for this particular position is $140,000-$230,000, depending on your experience, skills, and registration status, market conditions, and business needs.

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Benefits:

• 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 Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Benefits:

• 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.

Salary: $45,000 - $70,000 per year

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-haves:

• Current FINRA registrations
• Financial services experience

Benefits:

• 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 position is $40,000 - $60,000, depending on experience, skills, and registration status, market conditions, and business needs. You also have the potential to earn more through RBC's discretionary variable compensation program.

Job Data by YubHub.

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Responsibilities

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.
• At the FA’s request, research and communicate investment strategies and recommendations to clients.
• Research complex problems in clients’ accounts with assistance from business partners and deliver an effective and acceptable resolution.

Requirements

• 3+ years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice to Have

• Salesforce experience
• Knowledge of Money Guide Pro planning software

Benefits

• A comprehensive Total Rewards Program including 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.

Job Data by YubHub.

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

Responsibilities

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.
• At the FA's request, research and communicate investment strategies and recommendations to clients.
• Research complex problems in clients' accounts with assistance from business partners and deliver an effective and acceptable resolution.

Requirements

• 3+ years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice to Have

• Salesforce experience
• Knowledge of Money Guide Pro planning software

What's in it for you?

• 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 Data by YubHub.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice to Have

• Current FINRA registrations
• Financial services experience

What's in it for you?

• 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 $45,000 - $70,000, depending on your experience, skills, and registration status, market conditions and business needs.

Job Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Benefits:

• 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 Data by YubHub.

Responsibilities:

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Requirements:

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organisational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Benefits:

• Competitive compensation ($75,000 - $90,000)
• Comprehensive Total Rewards Program including 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 and build close relationships with clients

Job Data by YubHub.

You will be responsible for marketing municipal bonds to the retail branch network by disseminating product and market information, and by following up on the merchandising of available securities.

Trader will educate the sales force through electronic and telephonic communication, as well as branch office visits, and provide training to Financial Advisors on the products and sales ideas.

Trader will provide fixed income services to Financial Advisors with a focus on prioritizing our clients' best interests.

Additionally, this role includes new issue oversight, ensuring Financial Advisors follow regulatory requirements and tickets execute correctly.

Responsibilities

• Trading and Execution: Responsible for bidding and purchasing municipal securities for inventory positions, creating sales credit, and trading revenues, and managing associated risk of those positions.
• Idea Generation: Develop and distribute ideas on current market conditions and communicate them in a creative and timely fashion to the FAs.
• Collaboration: Work closely with various trading desks and traders to obtain market insight, develop trade ideas and cross-product opportunities.
• New Issue Process and Regulatory: Remain aware of changing compliance standards.

Requirements

• Bachelor's degree in Economics, Finance, Business, Mathematics, or a related field or equivalent work experience
• Minimum 5+ years of experience working on a fixed-income trading desk or marketing products and ideas to financial advisors
• Demonstrated knowledge of fixed income markets, economics, marketing strategies, and other fixed income instruments
• Series 7, 52, & 63 licenses
• Excellent marketing and communication skills

Nice-to-have

• Proficient with Bloomberg and other investment software packages
• Proficiency with Tradeweb and other ECN is a plus
• Ability to work in a fast-paced environment and to perform varied tasks from multiple sources
• Ability to quickly assess situations, react to market/economic conditions and offer creative solutions and opportunities while meeting critical deadlines

Benefits

• 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 Data by YubHub.