Technology Trainer - US Wealth Management - Multiple Locations

Technology Trainer - US Wealth Management - Multiple Locations

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

What is the opportunity?

The Technology Training Consultant role helps RBC WM Financial Advisors, and their teams adopt new technology as well as enhance their existing technology and business processes to increase productivity, efficiency and effectiveness in their overall practice. Primary technologies of focus for the Training Consultant include, but not limited to: CRM (Salesforce), Trading (BETALink, Tradeweb Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one-on-one coaching calls, WebEx presentations with individuals and groups, travel to PCG offices for coaching, and presenting/or supporting at various PCG and Complex events.

What will you do?

• Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products
• Coordinate and deliver outbound training classes
• Develop and maintain training scripts and materials
• Travel to branch offices to provide onsite coaching and training
• Provide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategies
• Work with financial advisors and teams to develop (CRM) service level models to ensure that both appropriate time is spent with each client as well as build in key activity behaviors
• Assist financial advisors and teams with the development of investment models and trading in the discretionary trading platform
• Participate on cross-functional teams during projects and campaigns

What do you need to succeed?

Must Have

• A four-year degree or relevant industry experience
• Three years of experience in a financial services institution
• Two years of experience in a business or technology training/support role
• Ability to travel 30-50% of time
• Advanced proficiency with all Microsoft Office applications

Nice to Have

• Presentation/Public Speaking experience
• Documentation/Technical Writing experience
• Series 7/66, or ability to obtain within 1 year

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 Summary

Minneapolis, Minnesota, United States of America

USA-CO-DENVER, USA-IL-CHICAGO, USA-MN-MINNEAPOLIS, USA-TX-AUSTIN, USA-TX-DALLAS, USA-WA-SEATTLE, USA-WI-MADISON, USA-WI-MILWAUKEE

United States of America

40

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried