Team Leader

Job Description
What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. The Team Leader plays a critical role in ensuring seamless day-to-day operations and delivering exceptional service to both teammates and clients. By coordinating people, processes, technology, marketing, and events, this position empowers advisors to focus on delivering high-quality advice and driving positive client and team experiences.
Key responsibilities include:
Service Coordination: Prioritizing and managing service requests efficiently.
Client Meeting Support: Guiding preparation for client meetings to ensure readiness and professionalism.
Onboarding Oversight: Managing workflows for new clients and team members to facilitate smooth transitions.
Business Planning Support: Assisting in strategic planning to align team efforts with business goals.
Training & Development: Helping train the team on tools, resources, and processes to enhance productivity and knowledge.
Task Delegation: Distributing responsibilities within the team to optimize workflow and efficiency.
Team Administration & Daily Operations
Prioritize and route service requests; review daily alerts and reports; ensure timely completion and clear status updates
Acts as first point of contact with team members
Lead and facilitate team meetings: logistics; schedule, confirm, and prepare materials; coordinate team pre-briefs; capture follow-ups and action items
Assists with ensuring efficiencies and process improvements for overall team operations.
Provide department work support during high volume times or when other team members are not available.
As needed, perform complex tasks within an area or department.
Team Liaison with the Firm
Acts as liaison among support staff, advisors, and branch and complex management.
Partner with complex management to ensure employees are on track with required trainings.
Leverage the value in unit, department, and enterprise-wide teams to develop better solutions and achieve a cross-enterprise mindset.
Marketing, Brand, and Events
Plan and execute client events: manage invite lists, RSVPs, run-of-show, and post-event follow up while ensuring events are within RBC policy.
Assist in executing marketing plans in collaboration with corporate field marketing team including but not limited to team website updates, bios, photos, pitchbooks, etc.
Prepare/update marketing materials, team website, LinkedIn postings, etc.
Business Management & Growth Support
Assist advisors with ongoing team strategy and initiatives as it relates to business development
Accept and successfully execute change while supporting employees through the process and keeping them focused on business priorities.
Ensure that employees understand RBC vision, as well as support and reinforce targeted behaviors that contribute to RBC goals and comply with RBC policies.
Maintain Travel & Expenses for team advisors as requested in accordance with RBC expense policies and procedures.
Leadership Expectations
Mentorship: Guides team members in adopting best practices and leveraging available resources.
Peer Relationships: Excels at fostering teamwork and resolving conflicts effectively. Balance interests with fairness toward others, build trust easily, and encourage collaboration. Known as a cooperative team player, address challenges quietly and candidly, ensuring positive outcomes for all and escalating issues to management as needed.
Vision Alignment: Ensures team activities align with broader organizational goals and client-centric values.
Empowerment: Encourages team members to take ownership of tasks and contribute to continuous improvement
What do you need to succeed?
Must-have
Bachelor’s degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses
Ability to adapt to a rapidly changing business and technology environment
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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
3550 LENOX ROAD NORTHEAST:ATLANTA
City:
Atlanta
Country:
United States of America
Work hours/week:
40
Employment Type:

Skills
Business Development, Wealth Management, Onboarding