Senior Technology Experience Advocate

RBC; Minneapolis (MN); On-site; USD 77,000 - 143,000; Full time

Benefits offered by this job

Bonus eligibility

Flexible benefits

Stock opportunities

Coaching and development

Flexible work options

Job summary

RBC Wealth Management is seeking a Technology Experience Consultant in Minneapolis to represent the end-user voice and guide technology adoption while partnering with field operations and technology teams.

The role blends strategic influence on product direction with hands-on execution to ensure advisor productivity, client experience, and profitability are prioritized. Strong communication and compliance awareness are essential.

Qualifications

• Bachelor's degree or equivalent.
• Minimum five years of financial services industry experience.
• Minimum three years of experience in training for the adoption of new technology, processes and policies.
• Understanding of the client and advisor engagement experience.
• An in-depth understanding of the firm’s compliance policies and procedures.

Responsibilities

• Serve as subject matter expert representing the voice of the end user across technology initiatives.
• Drive adoption for all technology applications, while identifying early on any potential barriers to adoption
• Capture, analyze and share end-user feedback received to stakeholders
• Identify opportunities to leverage initiatives across multiple business channels
• Influence the development of new and enhanced technology, policy and procedures
• Define the entrance and exit criteria for pilot(s) and rollouts
• Develop pilot and rollout plan for new and ongoing technology initiatives, sequencing timelines against other pilots, rollouts and competing business priorities
• Collaborate across internal departments on messaging and supporting materials to ensure consistent communication, awareness and adoption
• Own the training and support approach for new and enhanced technology as well as all new and existing collateral materials (user guides, handbooks) are up to date and effective

Skills

Business

Business Technology

Communication

Creativity

Curriculum Development

Detail-Oriented

Multi-Level Communication

Problem Resolution

Self Motivation

Team Collaboration

Technological Experience

Training Technologies

Education

Bachelor's degree

Equivalent experience

Tools

MS Office

Web-based learning tools

Digital collaboration tools

Presentation tools

Job description

RBC Wealth Management is seeking a Technology Experience Consultant in Minneapolis to represent the end-user voice and guide technology adoption while partnering with field operations and technology teams.

The role blends strategic influence on product direction with hands-on execution to ensure advisor productivity, client experience, and profitability are prioritized. Strong communication and compliance awareness are essential.