Greg Beltzer

Head of Technology
RBC Wealth Management – U.S.

Greg Beltzer

Head of Technology
RBC Wealth Management – U.S.

Greg is responsible for defining RBC Wealth Management’s technology strategy and driving its execution. He brings together the resources of the firm to pursue new growth opportunities, establish strategic vendor partnerships and lead the execution of key business technology priorities to drive measurable results. Through this role, Greg delivers a best-in-class, digitally-enabled experience to advance how clients are served in the wealth management industry.

Greg joined RBC Wealth Management in 2018 as vice president of advisor platform and technology. Previously, Greg was senior vice president of enterprise CRM at City National Bank (an RBC company) in Los Angeles. In this role, he led the development and implementation of several cloud technologies, modernizing how the bank services its clients.

Before RBC, Greg worked in various information technology senior leadership roles in wealth management, investment banking and venture capital\private equity, supporting and leading large-scale technology transformation programs, partnering with leading FinTech companies and driving technology and operational efficiencies.

Greg started his career at Fidelity Investments as an operations manager for their first online trading platform’s technical support. He graduated from Texas A&M University in College Station, Texas.

 

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.

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