RBC Wealth Management U.S. hired a financial services veteran to be the unit’s first head of Wealth Planning.
Angie O’Leary, who previously was head of investment solutions for U.S. Bank Wealth Management, will be filling the newly created role at RBC, a spokesperson said.
She’ll be responsible for leading a team focused on “goals-based advice,” a mantra now common at the Canadian bank’s wealth unit as it invests in technology and other areas to help its advisors in the United States.
O’Leary will be focusing on improving advisor insights and effectiveness in an effort to deliver more customized solutions to clients, Ann Senne, head of the Advice and Solutions Group at RBC Wealth Management-U.S., said in a statement.
At U.S. Bank, O’Leary was responsible for product management, desktop tools and digital investment capabilities available to advisors. Prior to her role at U.S. Bank, she held leadership positions at both UBS and Piper Jaffray.
RBC Wealth Management U.S. has roughly 1,800 financial advisors who operate in 40 states and manage $289 billion in client assets.