RBC · 1 day ago
High Net Worth Lending Specialist
New York, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $190K/yr
5+ years expRBC is a leading financial institution seeking a High Net Worth Lending Specialist to support their US Wealth Management team. The role involves assisting Senior High Net Worth Lending Specialists and financial advisors in expanding the HNW lending business and providing tailored lending solutions to HNW and UHNW clients.
BankingFinancial ServicesWealth Management
Responsibilities
Effectively communicate the importance of incorporating liquidity into a financial advisory practice to the Private Client Group (PCG) field, senior management, practice management, financial advisory, HNW/UHNW clients and other complex solution team members
Serve as the key support to Senior HNW Lending Specialists and financial advisors for their HNW clients’ Tailored Lending needs and be accountable to key performance metrics
Serve as the subject-matter expert and structurer on all HNW credit capabilities that RBC WM – US provides, including, but not limited to Credit Access Line, Tailored Lending (life insurance premium finance, commercial real estate, unsecured, yacht, aircraft, etc.)
Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform
Report key performance metrics to the Head, Wealth Management Lending, along with various PCG field management
Report feedback from the field on product, technology, and platform enhancements to create a better advisor-client experience
Ensure that advisors and clients are following proper risk management and compliance protocols when utilizing credit and liquidity solutions
Qualification
Required
Bachelor's degree and 5+ years' experience at a wealth management firm, with direct experience in HNW/UHNW credit and lending solutions
Proven business development experience, preferably within the HNW/UHNW credit and lending space
Understanding of credit underwriting and collateral policies, specifically around securities-based lending and tailored lending solutions
Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm
Strong communication and interpersonal skills, including developing relationships with financial advisors
Benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-15
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