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Senior Consultant – Practice Management & Teams
| Company | Royal Bank of Canada |
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| Location | Seattle, WA, USA |
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| Salary | $85000 – $165000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Undergraduate degree and 15 – 20+ years experience in financial services, consulting with financial advisors
- Willingness to travel; estimated at 30%
- Ability to learn new systems quickly, project management and organizational skills and dedication to client service
- Ability to manage multiple projects simultaneously with tight deadlines
- Proficiency with Microsoft Suite and willingness to become DISC, Working Genius and Business Coach certified
Responsibilities
- Provide proactive and reactive coaching and consulting to advisors and teams (70%)
- Serve as a mediator, facilitator, and consultant to advisors and teams through a process which focusses on team health and dynamics in addition to practice efficiency, growth, effective communication and team leadership
- Provide coaching and consulting expertise in the areas of teaming, strategic planning, business planning, segmentation, value proposition, service models, building a brand, and effective communication
- Work with others in the department, field leadership, and regional consulting teams to identify and work with target advisors and teams
- Develop and lead workshops that illuminate practice opportunities and gaps to inspire action (20%)
- Identify areas of greatest need among advisors and teams, and develop strategies to address those needs
- Lead, facilitate and present workshops and programs for our top-tier and mid-tier advisors and teams
- Contribute team expertise to the field, department and firm (10%)
- Work closely with other members of the team to share best practices and to discuss challenges and solutions
- Contribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiatives
- Provide guidance to branch directors and complex directors on incorporating best practices into their branches and complexes
Preferred Qualifications
- MBA or equivalent work experience
- Organizational health and team development experience
- Experience as a financial advisor or in a role that works directly with financial advisors
- Proficiency with business analytics, client segmentation, tracking and evaluation tools
