Tech Adoption Coach for Wealth Management

RBC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Job summary

RBC Wealth Management is seeking a Technology Trainer to help Financial Advisors and teams adopt and optimize technology across CRM, trading platforms, research tools, and reporting systems. The role includes one-on-one coaching, WebEx presentations, and frequent travel to PCG offices for onsite training.

You will support ongoing business initiatives, develop training materials, and collaborate with cross-functional teams to improve client service and efficiency.

Qualifications

• 2 years minimum working within Banking, specifically Wealth Management.
• A four-year degree or relevant industry experience.
• Ability to travel minimally 50% of the time throughout the East Coast.
• Three years of experience in a financial services institution.
• Two year experience in a business or technology training/support role.
• Advanced proficiency with all Microsoft Office applications.

Responsibilities

• 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 50% 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

Skills

Public Speaking

Microsoft Office

Education

Four-year degree

Tools

Microsoft Office

Job description

RBC Wealth Management is seeking a Technology Trainer to help Financial Advisors and teams adopt and optimize technology across CRM, trading platforms, research tools, and reporting systems. The role includes one-on-one coaching, WebEx presentations, and frequent travel to PCG offices for onsite training.

You will support ongoing business initiatives, develop training materials, and collaborate with cross-functional teams to improve client service and efficiency.