Senior Wealth Strategist - Tax

Job Description

Job Description What is the opportunity? The purpose of this position is to provide subject matter expertise, strategic guidance and comprehensive observations focused on the taxation related to individual, estate, business, trust, charitable planning opportunities as well as private and tax managed investment solutions. This person will collaborate with the Wealth Strategies team by providing tax advise to increase PCG holistic planning as part of the core client experience for clients by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering and maintaining assets of high-net-worth and ultra-high-net-worth clients during the wealth transfer and business planning process focusing on tax efficiencies for a client’s complex financial, individual, estate, gift and charitable planning, personal trust planning, business succession planning, multi-generational planning and strategies for dealing with concentrated equity positions and employee stock options. In addition, this individual will define product requirements to oversee the development and implementation of tax technology to create efficiencies and consistency of tax observations. Work closely with field leadership, service and support areas within Private Client Group to ensure a collaborative support effort and exceptional client experience. Consulting services which could range from conference calls or personal meetings with Financial Advisors, individual clients and their families, and the client’s outside legal and tax advisors. Serve as a subject matter expert developing educational content and conducting client seminars and training sessions for Financial Advisors, other RBC Wealth Management employees, media and outside centers of influence, such as attorneys and Certified Public Accountants. What will you do? Product Management and Strategy (20%) Define product vision, roadmap, and prioritization of features for tax observation tools Gather requirements from Wealth Strategies team, Financial Advisors, their clients and other internal stakeholders Oversee product lifecycle from conception through launch and optimization Monitor legal and regulatory changes that affect the tax technology including market trends and competitive offerings. Comprehensive tax observations and discussion of solutions pertaining to business, wealth and transfer planning for high-net-worth and ultra-high-net-worth clients (50%) Drives adoption of financial planning approach by focusing on tax efficiencies for the RBC Wealth Planning Platform Focus on business development by assisting financial advisors identify opportunities in their book of business focused on business owners as well as their Centers of Influence Provides insights on observations and generates recommended solutions in proposals focusing on client’s wealth transfer goals and objectives, including estate, charitable and business succession planning solutions, helps recruit advisors and close busine

Required Skills