Alternative Investment Strategist

RBC

. Develop, coordinate, and execute RBC US Wealth Management’s alternatives ambitions .

Posted 9/21/2026full-timeUnited StatesSeniorLead💰 $90,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in alternatives investment strategies, portfolio management, and client relationship management, with a strong focus on wealth management and investment products. Proficient in analyzing market trends and communicating complex financial information effectively to clients and advisors.

Highest-signal resume keywords

Investment Strategist ExperienceWealth Management ExpertisePortfolio Management ExperienceCFA® or CAIA® DesignationSeries 7 & 66 Licensed

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Alternatives Investment FrameworkAsset AllocationPortfolio ConstructionRisk-Return AnalyticsPerformance MeasurementInvestment Performance AnalysisPrivate Investment ResearchClient Portfolio ReviewMarket Trend AnalysisFinancial Publication Development

Soft Skills

Effective Problem IdentificationAnalytical SkillsRelationship ManagementDecision-MakingCommunication Skills

Certifications & Qualifications

CFA®CAIA®CFP®Series 7Series 66

Industry Keywords

Financial Industry ExperienceHigh-Net-Worth Client ExperienceInvestment ProductsEsoteric InvestmentsAlternatives Market

About the role

Key responsibilities & impact

Develop, coordinate, and execute RBC US Wealth Management’s alternatives ambitions
Produce internal and external publications about the alternatives market
Organize and participate in webcasts on alternatives topics and market outlook
Collaborate with Marketing on alternatives campaigns and website content
Collaborate with U.S. Investment Committee and Global Portfolio Advisory Committee members to formulate market views across alternative asset classes
Assist UHNW advisors and internal partners in reviewing client portfolios and allocations, focusing on alternatives
Create and implement a proactive relationship-management service model
Monitor emerging alternatives-market trends and make informed investment recommendations
Create an actionable alternatives investment framework explaining risks and opportunities to advisors and clients
Communicate cross-asset investment views and economic perspectives through presentations, publications, and marketing programs
Relate key market developments to managed-portfolio positioning for clients, especially alternative asset classes
Research model portfolio development incorporating alternative investments

Requirements

What you’ll need

Bachelor’s degree, preferably in Finance or Economics
10+ years’ financial industry experience
5+ years’ experience as an investment strategist or similar role
Series 7 & 66 licensed or ability to obtain in 180 days
Previous experience working with financial advisors
Knowledge of complex investment structures and esoteric investments
Wealth management and investment products expertise
Ability to listen to client needs and make decisions/actions supporting long-term goals
Effective problem identification, analytical, and resolution skills
Ability to distill complex financial information into key points and recommendations
Knowledge of asset allocation, portfolio construction, risk-return analytics, performance measurement, and reporting
Strong ability to interact with all levels of staff and maintain relationships supporting firm goals
CFA®, CAIA®, or CFP® designation or working to obtain preferred
2+ years HNW client experience preferred
Portfolio management experience preferred
Experience in investment performance and risk analysis, particularly in multi-asset portfolio management preferred
Experience recommending and researching private investment opportunities and their fit in diversified high-net-worth portfolios preferred

Benefits

Comp & perks

401(k) program with company-matching contributions
Health, dental, vision, life, and disability insurance
Paid time off
Coaching and managing opportunities to support development
Ability to make a difference and lasting impact
Dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to build close relationships with clients
Discretionary variable compensation program with potential to increase total compensation