Technology Applications Trainer

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

Benefits offered by this job

Competitive compensation

401(k) matching program

Comprehensive benefits includingHealth

Job summary

RBC Capital Markets, LLC is seeking a Technology Trainer to help RBC Wealth Management Advisors and teams adopt and optimize technology and business processes. The role includes one-on-one coaching, WebEx presentations, and 50% travel to PCG offices for on-site training, with opportunities to support at national events.

The ideal candidate has 2+ years in Wealth Management banking, a 4-year degree or equivalent experience, strong Microsoft Office skills, and 3+ years in financial services with

Qualifications

• Banking/Wealth Management experience (2+ years).
• Bachelor's degree or equivalent experience.
• Ability to travel 50%+ to East Coast branches.
• 3+ years in a financial services institution.
• 2+ years in a business or technology training/support role.
• Advanced proficiency with 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 to develop CRM service level models for effective client engagement.
• Assist with investment model and trading training in the discretionary platform.
• Participate on cross-functional project teams.

Skills

Wealth management knowledge

Public speaking

Time management

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

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

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: 2026-08-17

Application Deadline: 2026-09-30