Strategist

• Support a holistic focus on making wealth transfer planning a primary component of the core client experience
• Work closely with external Wealth Strategists and Financial Advisors
• Serve as a support resource for tax and estate planning, and business succession planning
• Develop educational content and provide training for Financial Advisors and other RBC employees

Senior Associate Wealth Strategist supporting wealth transfer planning for high net worth clients

Senior Associate Wealth Strategist

Senior Associate Wealth Strategist role supporting wealth transfer planning for HNW and UHNW clients at RBC. Collaborating with Wealth Strategists and Financial Advisors across the United States.

• Own the customer transformation roadmap and drive measurable business outcomes for retail and CPG enterprise clients
• Work at C-level and board level to connect AI platform capabilities to direct income statement impact
• Assemble and manage teams of Forward Deployed Engineers for each customer engagement
• Build business cases, run steering committees, and present executive proof packs to C-suite and board stakeholders
• Drive expansion within accounts — turning pilots into company-wide rollouts through demonstrated ROI
• Operate as a founding US team member, helping define how the company shows up for enterprise customers at scale

Transformation Strategist leading AI-driven process improvements in retail and CPG sectors

Transformation Strategist

Transformation Strategist driving customer transformation journeys in retail and CPG sectors. Leading AI-driven operational changes for large enterprises at all organizational levels.

Strategist jobs in Illinois

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Senior Associate Wealth Strategist

Transformation Strategist