Technology Applications Trainer Job Minneapolis area,Minnesota USA,IT/Tech

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), Advisory Link, Research (Insight, Morningstar, Fact Set), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account Opening (Client Source, AOS) and Client Facing (WM Online).

The position comprises of one on one coaching calls, Web Ex presentations with individuals and groups, 50% travel to PCG offices for training, and presenting/or supporting at various PCG national and Complex events.

Job Description

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 $55, 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…