Technology Applications Trainer

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

Job summary

Join a leading company as a Technology Applications Trainer, where you will enhance technology adoption among financial advisors. This role involves personalized training, coaching, and supporting technology initiatives, traveling to branch offices and engaging in national events. A comprehensive total rewards program, including competitive compensation and development opportunities, awaits you.

Benefits

401(k) program with company-matching contributions

Health, dental, vision, life, disability insurance

Paid-time off

Opportunities for personal development

Dynamic and collaborative team environment

Qualifications

• Four-year degree or extensive relevant industry experience required.
• Advanced proficiency with all Microsoft Office applications.
• Experience in a financial services institution or business/technology training role is beneficial.

Responsibilities

• Provide personalized training and coaching to advisors on technology initiatives.
• Coordinate and deliver national training classes and events.
• Develop training materials and support cross-functional projects.

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 or relevant industry experience

Tools

Microsoft Office applications

Job description

Job Summary

Job Description

What is the opportunity?

The Technology Applications Trainer position 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 Technology Applications Trainer include, but not limited to: CRM (Salesforce), Trading (LeoTrade, Tradeweb Direct, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, FactSet, WMO), Account Opening (AOS, ClientSource) and Client Facing (WM Online). The position comprises of one on one coaching calls; Webex presentations with individuals and groups; travel to Private Client Group (PCG) branch offices for training; and presenting/or supporting at various PCG National and Complex events.

As part of a broader organization, the Technology Training team partners in several functional areas such as PCG, IT, Operations, Information Security, and Compliance. Members of the department participate in additional cross-functional teams for projects and campaigns.

What will you do?

• Provide personalized training, coaching, and support to advisors and their teams related to business and technology initiatives
• Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products
• Coordinate and deliver outbound National and Target training classes and events
• Develop and maintain training scripts, presentations, and materials, as needed
• Travel to branch offices to provide onsite coaching and training (both one-on-one and group)
• Participate on cross-functional teams during projects, campaigns and firm initiatives

What do you need to succeed?

Must-have

• Ability to travel 30-50% of the time
• A four-year degree or relevant industry experience
• Advanced proficiency with all Microsoft Office applications

Nice-to-have

• Presentation/Public Speaking experience
• Experience hosting webinars via Webex, or a similar tool
• Two years' experience in a financial services institution
• Two years' experience in a business or technology training/support role
• Series 7/66

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.

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 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

Posted Date:

2025-06-20

Application Deadline:

2025-07-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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