Municipal Syndicate Associate

What is the opportunity?

As a Municipal Syndicate Associate with RBC Wealth Management, you will provide a centralized point of contact for new issue order flow, respond to the majority of all new issue order flow for all Wealth Management deals, be the single point of contact for Capital Markets Underwriters for order flow and insight in Wealth Management interest, and also be the single point of contact for Financial Advisors for all of their new issue municipal business.  This role will be 5 days in office.

What will you do?

• Review new issue orders, vet accounts and work with underwriting and trading desk during the allotment process
• Review and process trade tickets accurately and in a timely order
• Provide daily support to multiple trading desks across the fixed income business, as well as other stakeholders to resolve any open questions/issues
• Become a subject matter expert to mitigate risk and drive efficiencies as it relates to new issue order flow
• Communicate to the team any new issue order flow updates or changes

What do you need to succeed?

Must-have

• Bachelor’s degree or equivalent experience
• Strong computer skills (e.g., Microsoft Office, Excel and PowerPoint)
• Strong interpersonal communication skills and strong organizational skills with attention to detail
• This role requires a proactive individual capable of prioritizing tasks while also lending support to various projects during periods of lower activity.

Nice-to-have

• Strong demonstrated ability to be flexible, patient and prioritize in a fast-paced procedural area
• Able to multi-task and work independently in a customer-centric environment
• Highly collaborative and team-focused with ability to interact effectively with a wide range of individuals
• Series 7, 63 and 52 licenses (if Series 7 was obtained after November 7, 2011)
• Proficiency with Tradeweb and Bloomberg
• 2+ years of experience working in Financial Services industry
• Basic understanding of bonds/coupons

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

Job Skills

Adaptability, Collaborative Mindset, Communication, Computer Literacy, Optimistic Attitude, Oral Communications, Professional Etiquette, Professional Standards, Written Communication

Additional Job Details

DALLAS CRESCENT COURT, 200 CRESCENT COURT:DALLASDallasUnited States of America40Full timeWEALTH MANAGEMENTRegularSalaried2025-11-14

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

Inclusion and Equal Opportunity Employment

At 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.