Analyst, Consultant Relations

Job Description

What is the opportunity?

Join RBC Global Asset Management (RBC GAM) as a Consultant Relations Analyst and become an essential partner to our Consultant Relations Managers. In this role, you’ll provide strategic operational support to strengthen relationships with consulting firms, research analysts, and field consultants across your assigned territories. You’ll drive business development initiatives, coordinate key initiatives, and help maximize our firm’s penetration and visibility within the consulting community.

At RBC GAM, 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?

• Collaborate with Consultant Relations Managers to develop and implement strategic business development plans, cultivate assigned territories, and drive revenue growth
• Conduct territory research using industry databases (MMD, FinSearches, Callan, etc.) to identify selling opportunities and support smart, targeted outreach efforts
• Prepare meeting materials and agendas, participate in consultant meetings and calls when appropriate, document meeting minutes, and coordinate follow-up activities
• Manage Salesforce effectively for content delivery, pipeline maintenance, and call report analysis to support focused selling efforts
• Ensure accurate and timely consultant information is maintained in the firm’s Customer Relationship Management (CRM) system and tracking tools
• Manage and coordinate responses to consultant and client inquiries including questionnaires, Requests for Information (RFI), Requests for Proposals (RFP), and due diligence requests
• Support the RFP team in gathering accurate, timely, and quality information from business units and review draft responses to ensure customization to prospect needs
• Support the firm’s global database entry efforts and create reports, dashboards, and statistical analysis to track team effectiveness and identify trends

What do you need to succeed?

Must-have

• Bachelor’s degree in Finance, Business, or related field
• 0–3 years of financial services industry experience in investment management and/or mutual funds
• FINRA® Series 7, 63, and 6 licenses or ability to obtain within 6 months
• Exceptional organizational and time management skills with the ability to manage multiple projects simultaneously in a fast-paced, dynamic environment
• Demonstrated attention to detail and advanced project management capabilities
• Proficiency in Microsoft Office Suite, including expertise with PowerPoint, Excel, and Outlook
• Strong written and oral communication skills with excellent interpersonal abilities across all organizational levels

Nice-to-have

• Experience with Salesforce Customer Relationship Management (CRM) system
• Pursuit of industry designations such as CAIA, CIMA, or CFA
• Data analysis and visualization experience
• Background in marketing support or business development operations

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 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 $60,500 - $104,500, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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 culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication Tools, Compliance Management, Customer Relationship Management (CRM), Data Analysis, Data Reporting, Detail-Oriented, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Organizing, Problem Identification, Project Management, Relationship Building, Reporting and Analysis, Salesforce System, Time Management, Undergraduate Education

Additional Job Details

Address:

225 FRANKLIN STREET:BOSTON

City:

Boston

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-30

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.