Senior Technology Experience Consultant

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

Job summary

RBC Capital Markets, LLC is seeking a Technology Experience Consultant to champion the end-user voice in technology decisions and shape the product roadmap for RBC Wealth Management. You will bridge field operations with technology teams to enhance advisor productivity, client experience, and profitability.

In this strategic role, you will own adoption execution, serve as a second-level support escalation point, and coordinate cross-functional messaging and training to ensure consistent rollout

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

End-user advocacy

Training & adoption

Stakeholder collaboration

Communication

Financial services experience

Compliance awareness

Education

Bachelor's degree

Tools

MS Office

Web-based learning tools

Digital collaboration tools

Presentation skills

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?

• 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

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: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-03

Application Deadline: 2026-11-27

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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