Technology Experience Lead for Financial Advisors

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 77,000 - 143,000; Full time

Job summary

RBC Capital Markets, LLC is seeking a Technology Experience Consultant to champion the end-user voice in technology decisions and shape the product roadmap for RBC Wealth Management. You will bridge field operations with technology teams to enhance advisor productivity, client experience, and profitability.

In this strategic role, you will own adoption execution, serve as a second-level support escalation point, and coordinate cross-functional messaging and training to ensure consistent rollout

Qualifications

• Bachelor's degree or equivalent.
• Minimum five years of financial services industry experience.
• Minimum three years of experience in training for the adoption of new technology, processes and policies.
• Understanding of the client and advisor engagement experience.
• An in-depth understanding of the firm’s compliance policies and procedures.

Responsibilities

• Serve as subject matter expert representing the voice of the end user across technology initiatives.
• Drive adoption for all technology applications, while identifying early on any potential barriers to adoption.
• Capture, analyze and share end-user feedback received to stakeholders.
• Identify opportunities to leverage initiatives across multiple business channels.
• Influence the development of new and enhanced technology, policy and procedures.
• Define the entrance and exit criteria for pilot(s) and rollouts.
• Develop pilot and rollout plan for new and ongoing technology initiatives, sequencing timelines against other pilots, rollouts and competing business priorities.
• Collaborate across internal departments on messaging and supporting materials to ensure consistent communication, awareness and adoption.
• Own the training and support approach for new and enhanced technology as well as all new and existing collateral materials (user guides, handbooks) are up to date and effective.

Skills

End-user advocacy

Training & adoption

Stakeholder collaboration

Communication

Financial services experience

Compliance awareness

Education

Bachelor's degree

Tools

MS Office

Web-based learning tools

Digital collaboration tools

Presentation skills

Job description

RBC Capital Markets, LLC is seeking a Technology Experience Consultant to champion the end-user voice in technology decisions and shape the product roadmap for RBC Wealth Management. You will bridge field operations with technology teams to enhance advisor productivity, client experience, and profitability.

In this strategic role, you will own adoption execution, serve as a second-level support escalation point, and coordinate cross-functional messaging and training to ensure consistent rollout