Wealth Management Banker

RBC

Wealth Management Banker supporting RBC's cash and lending business through advisory practices. Building relationships with Financial Advisors and clients to drive cash management and lending revenue.

Posted 7/31/2026full-timeSyracuse • New York, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in cash management and lending solutions within a wealth management context, with a strong focus on business development and relationship management. Proven ability to partner with financial advisors to enhance client offerings and report on key performance metrics.

Highest-signal resume keywords

Cash Management SolutionsLending SolutionsBusiness Development ExperienceWealth Management ExperienceSIE, Series 7, and 63 Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ManagementLending ProductsBank DepositsCertificates of DepositsSecurities-Based LoansHigh Net Worth LendingPerformance Metrics ReportingClient Relationship ManagementBusiness Opportunity AnalysisFinancial Advisory Support

Soft Skills

CommunicationCollaborationProblem SolvingAdvisory SkillsInterpersonal Skills

Certifications & Qualifications

SIESeries 7Series 63

Industry Keywords

Wealth ManagementCash ManagementLendingFinancial AdvisorsHigh Net Worth Clients

About the role

Key responsibilities & impact

Support RBC USWM field and management in growing the cash and lending business
Communicate the importance of incorporating lending and cash management into an advisory practice
Partner with Financial Advisors to understand their clients, identify and analyze business opportunities
Build cash management and lending product awareness among RBC Financial Advisors
Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs
Report key performance metrics to the Divisional Manager, Wealth Management Banking
Partner with the Associate Banker(s) to provide solutions and support

Requirements

What you’ll need

Bachelor’s degree preferred or relevant experience
5+ years’ experience at a wealth management firm, with direct experience in cash management and lending solutions
SIE, Series 7 and 63, or ability to obtain within 90 days
Proven business development experience, preferably within the cash management and lending space in a wealth management context
Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products

Benefits

Comp & perks

Health, dental, vision, life, and disability insurance
401(k) program with company-matching contributions
Paid time off
Opportunities for professional development
Flexible work arrangements