Technology Trainer

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), 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.

• 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

• 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

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

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, 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

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

250 NICOLLET MALL:

MINNEAPOLIS

Minneapolis

United States of America

40

Full time

WEALTH MANAGEMENT

Regular

Salaried

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.