*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
*MANAGER NEW ACCOUNTS*
*What is the Opportunity?* As the New Accounts Manager, you will oversee all phases of the client onboarding process for RBC Rochdale, ensuring a seamless and compliant account setup. You will collaborate with Financial Advisors, Sales, Portfolio Management, and client service teams to onboard client accounts, resolve inquiries, and enhance due diligence. This role reports to upper management on process and procedure improvements, regulatory compliance, and other high level issues.