Intermediary Sales Analyst
$77k - $143kRoyal Bank of Canada
Job DescriptionWhat is the opportunity?As a Sales Analyst for RBC’s US Global Asset Management Intermediary channel, you will have the opportunity to partner with Sales Directors in the sales and distribution of our investment strategies to Financial Advisors and Independent/Regional Broker Dealers. In this role you will build and cultivate new relationships, as well as enhance existing relationships with financial advisors, planners and key internal & external stakeholders within a defined territory. What will you do?Partner with the Managing Director and broader sales team to establish a strategic business plan for the territory with defined sales targetsProactively contact investment advisors, primarily by phone, to gain insight into their practices and understand current challengesProvide value added insight and ideas about capital markets, economics, and investment instrumentsIdentify opportunities and advance the sales process with existing relationships and new prospects through discovery and service discussionsPosition RBC and BlueBay products and solutions to prospects and existing clientsDrive the sales process forward by coordinating high-value presentations and appointments with new prospects and sales team membersCreate and deliver presentations, proposals and investment illustrationsAnalyze competitive landscape to inform strategic business decisionsLeverage knowledge of dealers and advisory business through the sales processRepresent RBC GAM and participate in cross-functional projects and work effectively with all stakeholders in helping execute on both team and business strategiesContribute to an internally collaborative/externally competitive team culture with a focus on outcomes, alignment and support of GAMs strategy and sales approachWhat do you need to succeed?Must-haveBachelor’s degree, preferably in finance, business, or a related field1-3 years financial services industry experienceFINRA Series 7, 63 required or ability to obtain within 6 monthsDemonstrate drive and passion to learn the institutional sales process within the context of the broader financial services industryKnowledge of/and genuine interest in capital markets and financial instrumentsExcellent written, verbal communication skillsNice-to-have Prior experience in investment management and/or mutual fundsFinancial Sales experienceEnrolment in an advanced financial services designation such as CFP or CFAWhat’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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.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.Opportunities to do challenging work.Opportunities to build close relationships with clients.The expected salary range for this particular position is $77,000-$143,000, depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsBusiness Development, Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales ForecastingAdditional Job DetailsAddress:225 FRANKLIN STREET:BOSTONCity:BostonCountry:United States of AmericaWork hours/week:40Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-07-27Application Deadline:Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.Job SummaryJob number: R-0000182002Date posted : 2026-07-27Profession: Customer Service | Client Advice | SalesEmployment type: Full time
$40 - $48 per hour
...hr Direct message the job poster from firstPRO, Inc We’re looking for a detail-oriented Territory Planning Analyst to support our team in shaping and refining sales territories. In this role, you'll dive into data to help improve how territories are structured, making...SuggestedContract work$90k - $122k
...is looking for a Distribution Consultant located in Boston, MA. In this hybrid role, you will partner with various teams to optimize sales engagement through data analysis and insights. Your expertise in tools like SQL and Excel will help in improving processes and...Suggested$100k - $200k
...collaborative GTM Operations team where your analytical skills will be the engine of our success? We are seeking a highly motivated Sales Operations Analyst to drive efficiency and provide critical insights in a fast-paced environment. This role requires high cross-functional...SuggestedWork experience placementLocal areaFlexible hours$43.89k - $102.08k
...something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The Sales Operations Analyst supports the sales team by completing assigned analytical and operational tasks that advance presale work accurately,...SuggestedHourly payFull timeTemporary workWork experience placementLocal area$68.47k - $75.15k
...authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. Position Summary The Sales Operations Analyst will act as a liaison working with the ISC2 Sales,Marketing, PMO, Legal, Finance and Professional Development teams to...SuggestedWork experience placementWork at officeRemote work$33 per hour
...Adecco is currently assisting a local Customer in their search for an Sales Operations Analyst position in Waltham, MA! This is a great opportunity to further your existing skills for our Sales Operations Analyst while learning new ones to assist you in your career. The...Hourly payTemporary workWork at officeLocal areaRemote workShift work- ...Our client, a leading organization in the industry sector, is seeking a Sales Operations Analyst to join their team. As a Sales Operations Analyst, you will be part of the Commercial Operations department supporting strategic account management and operational excellence...Weekly payContract workTemporary workFlexible hours
- ...Sales Operations Analyst Client is actively seeking a Sales Operations Analyst to join our Chennai Tech & Data team, with a focus on supporting and maintaining our Salesforce ecosystem and its integrated applications. This role is ideal for candidates with prior...
$98.85k - $125k
...of the Fortune 100®, trust Conga when commercial complexity is high and global impact is on the line. Job Title: Senior Sales Operations Analyst Locations: Boston, MA or Houston, TX Reports to: (Sr. Director, Revenue Operations) A quick snapshot The Senior...Full timeImmediate startWorldwideFlexible hours$65k - $75k
...to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Job Title Support sales efforts of Internal and External Wholesalers. Primary Responsibilities Once licensed, work with wholesaling teams to identify...Temporary workWork at officeWorldwide- ...Our client, a leading organization in the industry sector, is seeking a Sales Operations Analyst to join their team. As a Sales Operations Analyst, you will be part of the Commercial Operations department supporting strategic account management and operational excellence...Weekly payContract workTemporary workFlexible hours
$100k - $120k
...to maintaining the data integrity and lead flow that keeps our Sales and Marketing engines running at scale. We're looking for a... ...forecasting models the business runs on, and setting the standards other analysts follow. You'll operate with significant autonomy, work directly...Shift work$60.5k - $104.5k
...Job Description What is the opportunity? As a Sales Analyst for Intuitional Sales within RBC’s US Global Asset Management (GAM) business you will have the opportunity to provide business management support to the Institutional Sales team with the goal of driving...Full timeInternshipWork at officeFlexible hours$175k - $225k
...many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for... ...The team is currently seeking an experienced sovereign credit analyst to join its 7-member group of portfolio managers and analysts...Full timeLocal areaWorldwideFlexible hours$90k - $157.5k
...looking for a highly skilled Senior Business Analyst who will be responsible for working with... ...sophisticated investors and financial intermediaries to help them reach their goals through a... ...-based awards (excluding certain sales roles subject to sales incentive plans);...Full timeTemporary workWork at officeFlexible hours$80k - $150k
...to recruit a high-quality Fund Product Analyst, to join our Funds team in the US. This... ...investors through a wide range of financial intermediaries.The Fund Product Analyst is responsible... ...group, comprising members of sales, product management, servicing, legal, compliance...Full timeRemote workFlexible hours1 day per week$120k
...and Annuities. Job DescriptionIncrease Columbia Management sales through intermediary distributors by gaining and maintaining placement on... ...deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$155k - $170k
...many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for... ...Position OverviewWe are seeking an experienced Data Platform Analyst to join GMO’s Data Engineering and Operations team within the...Full timeWork at officeLocal areaRemote workWorldwideFlexible hoursNight shift2 days per week$140k - $185k
...ideas are encouraged and everyone is a stakeholder.As a Lead Analyst, Product Compliance supporting Circle’s Payments product pillar... ...the compliance implications of bank partnerships, payment intermediaries, network participants, and cross-border transaction flowsExperience...Flexible hours$60k - $70k
...POSITION OVERVIEW Audax Private Equity is seeking a detail-oriented analyst with a passion for data integrity and reporting to join the... ..., including market mapping, target identification, and intermediary relationship tracking Contribute to the evaluation and implementation...Shift work$74.88k - $91.52k
...transform healthcare? Bring your true colors to blue. The Role The Analyst joins a team of treasury professionals who work together to... ..., experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and...Full timeTemporary workShift work$63.65k - $92.57k
...Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to...Full timeWork at officeRemote workShift work- ...gender, sexual orientation, age, marital status, veteran status, or disability status.Job DescriptionJob Description: As a healthcare analyst, you will be performing research/analysis based on the client data followed by contribution in internal projects. On the whole your...
$90k - $180k
...and gain high visibility within a leading asset management firm? Our Parter Compensation Team is looking for a Senior Compensation Analyst to support our executive compensation programs and projects. This role has the potential for high visibility within the firm and requires...Full timeRemote workFlexible hours1 day per week$70k - $140k
...in the office the remaining days of the week.ABOUT THE ROLEThe Analyst, Client Reporting is primarily responsible for client reporting,... ...quantitative analysis for the Institutional and Wealth Management sales organizations. The position will require teamwork and...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$75k - $121k
...securitizations. The function balances innovation with rigorous accounting integrity as investment structures grow more complex.As an Analyst on the Transaction Services team, you will play a meaningful role in closing and onboarding private investments—spanning private...Odd jobWork at officeLocal areaRemote workFlexible hours$115k - $150k
...healthspan. WHOOP empowers users to perform at a higher level through a deeper understanding of their bodies and daily lives.As a Senior Analyst, Reverse Logistics at WHOOP, you will manage and optimize the reverse logistics network supporting our global membership base,...Full timeWork at officeRelocation$75k - $150k
Job ID: R217874Posted: 2026-06-01Location: KY - Louisville (40202); IL - Chicago; DC - Washington; GA - Atlanta; MA - Boston; OR - Portland; PA - Pittsburgh (15222); CO - Denver (80005); TX - Dallas; CA - CalabasasSalary: $75,000.00 - $150,000.00Type: Full timeCountry: ...Full timeTemporary workPart timeWork experience placementWork at office$90k - $121k
Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference...Full timeWork at officeLocal areaImmediate startRemote workFlexible hours- Company DescriptionAbout Client:They help in transforming the leading organizations and communities around the world. Organizations infrastructure and culture is amazing. Best place!!Job DescriptionJob Title: Health Payer Technology Medicare ConsultantJob Level: Senior ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Intermediary Sales Analyst. Be the first to apply!

