Head of Technology
RBC Wealth Management–U.S.
At the rate technology is changing, it’s important to make smart, strategic investments. For us, this means investing in solutions that keep the relationship between advisors and clients at the center of the experience.
Greg Beltzer, head of Technology at RBC Wealth Management–U.S., delivers a best-in-class, digitally enabled experience to advance how clients are served in the wealth management industry. An innovative leader, he enriches the digital client experience by bringing together the firm’s resources to pursue new growth opportunities and establish strategic vendor partnerships. He also leads the execution of key business technology priorities to drive measurable results.
In 2018, he joined RBC Wealth Management as vice president of advisor platform and technology. Previously, he was the senior vice president of enterprise CRM at City National Bank (an RBC company) in Los Angeles. In that role, Greg contributed to developing and implementing several cloud technologies to modernize how the bank services its clients.
Greg started his career at Fidelity Investments as an operations manager for their first online trading platform’s technical support. Prior to joining RBC, he worked in various information technology senior leadership roles in wealth management, investment banking, venture capital and private equity. Throughout his career, Greg supported and led large-scale technology transformation programs and partnered with leading FinTech companies to drive technology and operational efficiencies.
Greg graduated from Texas A&M University. He’s a huge English Premier League (EPL) fan and a proud lifelong Tottenham supporter.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.