Sr. Technology & Business Consultant

rbc; Minneapolis (MN); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Total rewards program

Leadership development

Flexible work-life balance

Job summary

RBC is seeking a Sr. Technology & Business Consultant in Minnesota to educate client firms on RBC technology offerings and how to grow their business using RBC and related Marketplace technologies. You will lead high-level demonstrations, firm visits, and consulting engagements to drive productivity and revenue.

The role emphasizes consultative selling, relationship management, and staying current on RBC technology trends. 40-hour weeks with a strong focus on collaboration and results.

Qualifications

• 5+ years of experience in financial services industry, preferably within clearing and custody.
• 3+ years of experience with various financial technology offerings (e.g. CRMs, Trading Platforms, Planning software).
• 5+ years of consultative experience.
• 3+ years interacting with 3rd party vendor solutions.
• Bachelor's degree required, preferably with a business or technology focus.

Responsibilities

• Educate and inform client firms about RBC technology capabilities and solutions.
• Conduct high level demonstrations, firm visits, consulting engagements, and sales presentations.
• Build and manage relationships with clients, internal partners, and external vendors.

Skills

Adaptability

Commercial acumen

Communication

Critical thinking

Decision making

Group problem solving

Long term planning

Organizational change management

Professional presentation

Education

Bachelor's degree

Tools

CRM systems

Trading platforms

Planning software

Job description

Job Description

What is the Opportunity?
The Sr. Technology & Business Consultant is responsible for educating & informing existing or prospective firms about the technology capabilities and solutions RBC has to offer. This role helps existing and prospective client firms of RBC Clearing & Custody, understand how to use RBC and related Marketplace technology offerings to grow their business, save money, and increase productivity, through high level demonstrations, firm visits, consulting engagements, and sales presentations. This role also helps existing client firms grow their business by assisting in recruiting activities through tailored recruit demonstrations & engagements.

What will you do?

• Consulting - Act as a C&C technology offering subject matter expert that helps existing and prospective client firms of RBC Clearing & Custody, understand how to use RBC and related Marketplace offerings to grow their business, save money, and increase productivity, through high level sales demonstrations, firm visits, consulting engagements, conference attendance and conference presentations. Conduct recruit demonstrations for prospective recruits of current C&C client firms.
• Relationship Management: Build relationships with clients, internal partners, and external vendors.
• Subject Matter Expert - Maintain industry knowledge of RBC technology offering and other offerings in the industry. This may include internal and external product demos, attending industry conferences, and reading industry news.

What do you need to succeed?

Must-have:

• 5+ years of experience in financial services industry, preferably within clearing and custody.
• 3+ years of experience with various the financial technology related offerings (e.g. CRMs, Trading Platforms, Planning software, etc.)
• 5+ years of consultative experience
• 3+ years interacting with 3rd party vendor solutions
• Bachelor's degree is required, preferably with a concentration in a business or technology related discipline.

Nice to Have:

• Industry Licenses (7 or 99)
• Ability to communicate effectively both verbally, writing and presenting.
• Ability to work under pressure and meet deadlines
• Ability to take initiative, function independently, and work in a team
• Ability to develop and analyze alternative solutions and make recommendations
• Ability to prioritize and manage multiple tasks while ensuring that goals are met
• Outstanding relationship building and relationship management skills

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
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work

For Minnesota:

The good-faith expected salary range for the above position is $70,000 - $130,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

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

• Adaptability, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Long Term Planning, Organizational Change Management, Professional Presentation

Additional Job Details

• Address: 250 NICOLLET MALL
• 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: 2026-10-01
• Application Deadline: 2026-10-28

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 continue