Sales Analyst, Institutional Sales

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 revenue growth. This is a great early career opportunity to learn and develop a career within the investment management business.

In your role you will work with the Institutional Sales team, Client Relationship Management, Consultant Relations and other internal teams to provide marketing, sales, and resource support in identifying and developing successful and profitable relationships for the firm. In this role you will execute a broad range of responsibilities including analyzing investor information, product positioning, territory analysis, and participating in both internal and external calls and meetings.

What will you do?

• Help develop and implement the team’s business development plan, cultivate the assigned territory, and foster new relationships to drive sales
• Assist the sales team on territory support, maintain up-to-date research on target markets/sectors utilizing industry databases to research and define selling opportunities around specific market segments
• Work with the RFP Team and Institutional Sales to review draft responses and ensure the RFP/questionnaire is customized to prospects' needs and work closely with Marketing to leverage the firm’s intellectual capital and present our thought leadership to prospects and clients
• Develop a successful targeted email communication plan to prospects and analyze the e-distribution data to support a focused selling effort and work with the Institutional Sales team to ensure timely and accurate information on institutional sales prospects is in the firm’s CRM
• Manage responses to prospect and client inquiries (e.g. quarterly questionnaires, RFI’s, RFPs, sales reports, marketing campaigns, due diligence analysis, etc.) for all strategies
• Establish regional and market segment specific email distribution lists within the firm’s CRM and manage distribution lists on an ongoing basis and manage e-Distribution strategy to facilitate a targeted and focused selling effort by ensuring all contacts within the CRM are accurate and up-to-date
• Prepare and coordinate all aspects relating to sales presentations and due diligence visits such as logistics, prep packs, presentation booklets, briefing memos and agendas. Participate in and host prospect meetings/calls, prepare agendas and materials, handle follow-up and document meeting minutes
• Conduct research projects to develop better insights and understanding of specific market segments and trends and the solutions RBC GAM can provide.

What do you need to succeed?

Must-have

• Bachelors’ degree, preferably in finance, business, or a related field of study
• Demonstrated (internships, career history, school club participation, etc.) interest and curiosity in financial markets and desire to build a career in investment management
• FINRA Series 7, 63 required (or ability to obtain within 6 months)
• Unrelenting attention to detail and strong organizational skills
• Strong time management skills with the ability to handle multiple projects on an ongoing basis in a fast-paced and ever-changing work environment
• Proficient in Microsoft Office suite including demonstrated expertise with PowerPoint, Excel and Outlook skills
• Adept in AI tools and ability to efficiently incorporate into workflows

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 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 $60,500-$104,500, 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 culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Address:

225 FRANKLIN STREET:BOSTON

City:

Boston

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-08

Application Deadline:

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.