Technology Applications Trainer

RBC; Minneapolis (MN); On-site; USD 50,000 - 85,000; Full time

Job summary

RBC in Minneapolis seeks a Technology Trainer to help Wealth Management Advisors adopt and optimize technology and business processes across Salesforce CRM, trading tools, and reporting platforms. The role includes one-on-one coaching, WebEx presentations, and 50% travel to PCG offices for onsite training.

You will develop training materials, deliver classes, and support firm initiatives across multiple platforms while collaborating with cross-functional teams.

Qualifications

• 2+ years experience in Banking, Wealth Management
• A four-year degree or relevant industry experience
• Advanced proficiency with Microsoft Office applications
• Ability to travel 50%+ to PCG offices and East Coast
• Three years in a financial services institution
• Two years in a training/support role
• SIE/Series 7 (nice to have)

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
• Work with advisors to develop CRM service level models for client time management
• Assist with development of investment models and trading in discretionary platforms
• Participate on cross-functional teams during projects and campaigns

Skills

Business Case Design

Client Counseling

Customer Success

Data Gathering Analysis

Decision Making

Group Problem Solving

Storytelling

Time Management

Training Needs Analysis (TNA)

Vendor Evaluations

Education

Four-year degree

Job description

Job Description

What is the opportunity?

The Technology Trainer role helps RBC WM Financial Advisors and their teams adopt new technology as well as enhance their existing technology and business processes to increase productivity, efficiency and effectiveness in their overall practice. Primary technologies of focus for the Training Consultant include, but not limited to: CRM (Salesforce), Trading (BETALink, Leotrade, Tradeweb Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one on one coaching calls, WebEx presentations with individuals and groups, 50% travel to PCG offices for training, and presenting/or supporting at various PCG national and Complex events.

What will you do?

• 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

What do you need to succeed?

Must Have

• 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

Nice to Have

• Presentation/Public Speaking experience
• Documentation/Technical Writing experience
• SIE/Series 7

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $50,000-85,000 depending on your experience, skills, and registration status, market conditions and business needs.

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

#LI-Hybrid

Job Skills

Business Case Design, Client Counseling, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Storytelling, Time Management, Training Needs Analysis (TNA), Vendor Evaluations

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

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.