Senior Technology Experience Consultant

RBC

Minneapolis (MN)

On-site

USD 77,000 - 143,000

Full time

7 days ago

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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

Job Description

The Technology Experience Consultant is a strategic business role responsible for representing the end-user voice in technology decisions and driving the product roadmap for RBC Wealth Management. This position serves as the primary liaison between field operations, wealth management leadership, and technology teams—ensuring that technology investments directly support advisor productivity, client experience, and business profitability. The role combines strategic influence over product direction with hands‑on accountability for adoption execution and serving as the escalation point for complex user issues and second‑level support.

What is the opportunity?

TEC serves as the subject matter expert voice bridging technology with field needs — representing financial advisors, client associates, and clients to help shape the end‑user experience. This role eliminates the disconnect between what technology teams build and what field professionals actually need to serve clients effectively

What will you do?

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

What do you need to succeed?

Must Have

Bachelors 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

Nice to Have

Strong business technology background - able to quickly learn new tools and technologies
Strong verbal and written communication skills
Strong interpersonal and organizational skills
Advance technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools

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 WMUS

The expected salary range for this particular position is $77,000-$143,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Business, Business Technology, Communication, Creativity, Curriculum Development, Detail-Oriented, Multi-Level Communication, Problem Resolution, Self Motivation, Team Collaboration, Technological Experience, Training Technologies

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT