Complex Assistant Manager

Found in: beBee jobs US - 3 weeks ago


Chevy Chase, Maryland, United States Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

Join RBC Wealth Management and become an integral member of the Complex Management Team by serving as the primary liaison between the complex, branches and other corporate departments. As the Complex Assistant Manager (CAM), you will accelerate and drive the firm's strategic initiatives by fostering meaningful partnerships, relationships and inclusive culture across the complex.

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.

What will you do?

  • Lead a team across multiple branches. Partner with recruiting in the staffing process and own overall hiring and training. Drive excellence by coaching staff and enabling performances using the tools and training available
  • Manage the Complex Operations Team and ensure all required Operations related policies are adhered to. Enable and prepare the complex and branches in compliance inspection process and develop action plans to address any gaps
  • Assess suitability and risk for daily sales activities. Ensure branch staff members comply with regulatory, firm, complex and branch procedures, while resolving issues as needed.
  • Ensure new advisors are properly onboarded including overseeing the process of coordinating new clients' paperwork, and ensure new advisors receive training on RBC's policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients
  • Serve as a point of contact for multiple departments within RBC including Business Supervision Group, Compliance, Surveillance, and Legal
  • Partner with the Complex Director to develop and finalize the overall budget and actively manage it to its expected results

What do you need to succeed?

Must-have

  • 7+ years of industry experience
  • 3+ years of leadership experience
  • Demonstrated ability to effectively influence others while building relationships
  • Ability to independently manage multiple demands and competing priorities and the ability to work effectively in a fast-paced, deadline-oriented environment
  • Series 7, 8 (or 9/10) and 66 (or 63/65) and Insurance licenses required for each state in complex

Nice-to-have

  • Bachelor's degree or equivalent working experience
  • 5+ years of leadership experience
  • Comprehensive knowledge of investment products and strategies, and understanding of the operations of a branch office

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

Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting

Additional Job Details

Address:

5425 WISCONSIN AVENUE:CHEVY CHASE

City:

Chevy Chase

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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


  • Director, Product Management

    Found in: beBee jobs US - 7 days ago


    Chevy Chase, Maryland, United States GEICO Full time

    GEICO is looking for an accomplished, customer obsessed, and results oriented Director of Product Management. This role will represent the product, inspire through product vision, driving continuous value for customers and the business, while continuously finding opportunities for innovation that would create differentiation in the industry. They will be...

  • Senior Manager, Cloud Platform Engineering

    Found in: beBee jobs US - 2 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    GEICO Technology Solutions: The Cloud Platform Engineering team is seeking a highly motivated Sr. Manager to help define and drive our cloud design, engineering, and automation strategies at GEICO. The Cloud Platform Engineering team is at the forefront of GEICO's innovation in public clouds, is responsible for driving the adoption of new cloud services as...

  • Principal Data Engineer

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    GEICO's LEADS engineering staff with development of Data software applications. As a subject matter expert, MENTORS and LEADS engineering teams and team members in software delivery within Data in an Agile Environment.Essential Functions:PROVIDES leadership to engineering teams UTILIZING Data and related technologies. OWNS complete solution across entire...

  • Principal Cloud Security Engineer

    Found in: beBee jobs US - 4 days ago


    Chevy Chase, Maryland, United States GEICO Full time

    Are you an experienced cybersecurity analyst with technical skills looking to join a fast-paced and energetic team whose primary goal is to ensure there are zero surprises when it comes to cybersecurity? GEICO's Cybersecurity Engineering team is seeking a Principal Cloud Security Engineer to solve complex cloud security-related challenges. GEICO has a...

  • Senior Treasury Information Systems Analyst(HYBRID)

    Found in: beBee jobs US - 2 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    Under general supervision of the Treasury Director, the Senior Treasury Information Systems Analyst acts as a systems analyst and project leader within the Treasurers department. The ideal candidate possesses strong analytical skills and solid knowledge of all core business processes of Accounts Payable, Cash Management, and Accounts Receivable; understands...

  • Client Associate/Registered Client Associate

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Supervisor, Creative Studio

    Found in: beBee jobs US - 2 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    The role of Supervisor, Creative Studio is an integral position across the GEICO organization, helping usher the Internal Creative Studio team into a modern, best-in-class team, built to grow and scale with the evolving business priorities. This person will serve as the creative connective tissue across GEICO's Creative Internal Studio Operations. This...

  • NET/Data Engineering Principal Engineer I

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    GEICO is looking for a Principal Engineer to build GEICO's next generation Underwriting as a Service platform. The platform will be used to launch insurance products expediently and be engineered to scale up and extend to any insurance line of business. We're looking for engineering leaders who are interested in teaching and mentoring others in Agile and...

  • Android Mobile App Developer

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    We are looking for a highly motivated Software Engineer / Android Developer with a passion for building native Android applications that focus on a frictionless customer experience. You will be a part of the GEICO | BoatUS IT team supporting the BoatUS and Red Craft Android apps, available in the Google Play Store, with the option to support various backend...

  • Finance Director- Marketing

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    GEICO is seeking a Finance Director to support our Marketing organization, while joining the dynamic Financial Planning & Analysis Team. This person will collaborate with Marketing Leadership, inclusive of our Chief Marketing Officer, and add value by creating and implementing actionable data analytics to drive strategic decision-making and provide financial...

  • Java Engineer

    Found in: beBee jobs US - 3 weeks ago


    Chevy Chase, Maryland, United States GEICO Full time

    At GEICO Technology Solutions, we are on a journey to revolutionize the Insurtech space with our technology offerings in the Insurance market and provide excellent service with better efficiency to our Customers and Associates. To achieve our vision and mission, we are focusing on transforming our existing tech to deliver products and capabilities that are...

  • Assistant Food

    7 days ago


    Chevy Chase, United States Chevy Chase Club Inc. Full time

    Hospitality is at the heart of what we do and Who We Are! Here at Chevy Chase Club, we are made up of highly motivated, passionate, knowledgeable professionals who strive each day to create a positive working environment to continuously improve the Club experience and create a ?Home Away from Home? for our members, guests, and team. We are seeking an...

  • Administrative Assistant

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Chevy Chase, United States Liptz Robert & Marquez Chartered Cpas Full time

    Company DescriptionLiptz Robert & Marquez Chartered Cpas is a company based in Chevy Chase, Maryland. We are dedicated to providing comprehensive accounting and financial services to our clients. With a strong reputation for excellence and over50 years of experience, we pride ourselves in delivering personalized solutions to meet our clients' needs.Role...


  • Chevy Chase, United States Liptz Robert & Marquez Chartered Cpas Full time

    Company DescriptionLiptz Robert & Marquez Chartered Cpas is a company based in Chevy Chase, Maryland. We are dedicated to providing comprehensive accounting and financial services to our clients. With a strong reputation for excellence and over50 years of experience, we pride ourselves in delivering personalized solutions to meet our clients' needs.Role...

  • Administrative Assistant

    Found in: Appcast US C2 - 1 week ago


    Chevy Chase, United States Liptz Robert & Marquez Chartered Cpas Full time

    Company DescriptionLiptz Robert & Marquez Chartered Cpas is a company based in Chevy Chase, Maryland. We are dedicated to providing comprehensive accounting and financial services to our clients. With a strong reputation for excellence and over50 years of experience, we pride ourselves in delivering personalized solutions to meet our clients' needs.Role...


  • Chevy Chase, United States Columbia Country Club Full time

    Job DescriptionJob DescriptionTennis Shop ManagerPosition: Tennis Shop ManagerReports to: Director of Tennis Department: Racquet Sports As a Tennis Shop Manager, you will be responsible for ensuring that all phases of Tennis Pro Shop and related administrative work are performed in a timely and professional manner. Assist members with making appointments,...


  • Chevy Chase, United States Columbia Country Club Full time

    Job DescriptionJob DescriptionAdministrative Assistant- Job Description -Position: Administrative AssistantReports to: Director of Tennis Department: Racquet Sports As a Tennis Shop Administrative Attendant, you will be responsible for ensuring that all phases of Tennis Pro Shop and related administrative work are performed in a timely and professional...

  • Portfolio Manager

    2 weeks ago


    Chevy Chase, United States CareerBuilder Full time

    Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ongoing growth. This is a great opportunity for someone who is looking for an internal career path who enjoys investment management and operations. This is a new, broad based position that requires demonstrable skills in Portfolio...

  • Medical Assistant

    2 weeks ago


    Chevy Chase, United States Washington Orthopaedics & Sports Medicine Full time

    Job DescriptionJob DescriptionDescription:Medical Assistant Who we are:Aligned Orthopedic Partners is a well-respected private orthopedic team comprised of highly trained, board-certified orthopedic surgeons devoted to delivering patients with the highest orthopedic care possible. Our commitment to finding the best solutions for individual needs sets us...

  • Portfolio Manager

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Chevy Chase, United States Recruiting Industry Specific Experts, LLC Full time

    Growing Independent Investment Adviser based in Greater DC Metro Area is adding a Portfolio Manager to support their ongoing growth. This is a great opportunity for someone who is looking for an internal career path who enjoys investment management and operations. This is a new, broad based position that requires demonstrable skills in Portfolio...


  • Chevy Chase, United States AceCare Health Services LLC Full time

    Job DescriptionJob DescriptionGeriatric Nursing Assistant (GNA)We are seeking a compassionate and dedicated Geriatric Nursing Assistant (GNA) to join our team. The GNA will provide direct care to elderly residents in our long-term care facility, assisting with activities of daily living and promoting their physical and emotional well-being. The ideal...

  • Shop Manager, Bloomingdale's Chevy Chase

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Chevy Chase, United States Max Mara Fashion Group Full time

    The Shop Manager is responsible for assisting in the planning and direction of the day-to-day operations of the store’s shared values, standards, policies and procedure. Partners with Shop Manager to ensure overall management of the store, staff, merchandise and customer service. Assistant Shop Manager is responsible for achieving sales objectives, helping...

  • Pre-Litigation Case Manager

    Found in: Appcast US C2 - 1 week ago


    Chevy Chase, United States Malloy Law Offices, LLC Full time

    Busy, established personal injury law firm seeking an experienced CASE MANAGER for our firm's Plaintiff's Personal Injury practice.If you are interested in this position, please attach your resume to a brief email describing your experience.Job Duties Include:• Client Intake• Monitoring Treatment• Collection, Review, and Maintenance of Medical Records...

  • Pre-Litigation Case Manager

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Chevy Chase, United States Malloy Law Offices, LLC Full time

    Busy, established personal injury law firm seeking an experienced CASE MANAGER for our firm's Plaintiff's Personal Injury practice.If you are interested in this position, please attach your resume to a brief email describing your experience.Job Duties Include:• Client Intake• Monitoring Treatment• Collection, Review, and Maintenance of Medical Records...


  • Chevy Chase, United States Geico - Government Employees Insurance Company Full time

    ?Focus on multiple areas and provide technical leadership to the enterprise??Collaborate with product managers, team members, customers, and other engineering teams to solve complex problems. Develop and execute technical software development strateg Engineer, Cloud Architect, Operations, Technology, Insurance, Azure


  • Chevy Chase, United States Monument Health Advisors Full time

    **Medical Front Office Coordinator** **Job Summary** We are seeking a friendly and organized Front Office Coordinator to join our growing surgical practice. In this role, you will work at the front desk of our medical office and assist our patients and other visitors. Your primary job duties will include greeting and checking in patients, answering...

  • Staff Engineer

    3 days ago


    Chevy Chase, United States Geico - Government Employees Insurance Company Full time

    Focus on multiple areas and provide leadership to the engineering teams. Own complete solution across its entire life cycle. Influence and build vision with product managers, team members, customers, and other engineering teams to solve complex probl Azure, Engineer, C#, .Net, Staff, Cloud Architect, Technology, Insurance


  • Chevy Chase, United States ISRAEL PUTERMAN DMD MSD LLC Full time

    Job DescriptionJob DescriptionBenefits/PerksOffice Hours that Empower a Great Work-life BalanceTailored Career Advancement and Growth Opportunities State of the art technology in an Inviting Office Atmosphere Company paid parking, tuition reimbursement, and much more!Job SummaryWe are seeking a Treatment Care Coordinator to join our specialty surgical...

  • Director of Business Development and Capture Management

    Found in: Talent US C2 - 2 days ago


    Chevy Chase, United States Abacus Technology Corporation Full time

    Job DescriptionLead and work with collaborative teams to identify and acquire new business for Abacus and its customers. Identify and target specific agencies for growth opportunities based on past performance and contract placement. Formulate strategies and plans to close on the opportunities.Establish leads/contacts with potential customers, develop and...

  • Senior Underwriter

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Chevy Chase, United States NewPoint Real Estate Capital Full time

    The Senior Underwriter is responsible for managing the underwriting process while ensuring credit quality and underwriting compliance with Fannie Mae and Freddie Mac Multifamily guidelines. The Underwriter will collaborate with all involved parties to ensure transactions are processed within the proposed timeline.Duties and responsibilitiesResponsible for...

  • Chief of Staff

    3 days ago


    Chevy Chase, United States The Knot Worldwide Full time

    **ABOUT THE ROLE AND OUR TEAM**: Like every role at TKWW, it will ultimately be what you make of it. Are you exceptionally well-organized? Do you enjoy diving into the details of data and processes to discover the hidden insights? Can you lead cross functional team meetings and present at the board/investor level? Would your colleagues describe you as smart,...