Sr. Technology & Business Consultant
About The Position
The Sr. Technology & Business Consultant educates and informs existing and prospective firms about technology capabilities and solutions offered by RBC. The role helps client firms of RBC Clearing & Custody understand how to use RBC and related Marketplace technology offerings to grow their businesses, reduce costs, and increase productivity. This is done through high-level demonstrations, firm visits, consulting engagements, conference attendance and presentations, and sales presentations. The consultant also supports existing client firms’ recruiting activities through tailored demonstrations and engagements for prospective recruits. The position builds relationships with clients, internal partners, and external vendors, and maintains subject matter expertise on RBC’s technology offerings and other industry solutions. Staying current may involve internal and external product demonstrations, industry conferences, and industry news.
Requirements
- At least 5 years of experience in the financial services industry, preferably in clearing and custody.
- At least 3 years of experience with financial technology offerings such as CRMs, trading platforms, and planning software.
- At least 5 years of consultative experience.
- At least 3 years of experience interacting with third-party vendor solutions.
- Bachelor’s degree required, preferably concentrated in a business- or technology-related discipline.
Nice To Haves
- Industry licenses (7 or 99).
- Ability to communicate effectively verbally, in writing, and in presentations.
- Ability to work under pressure and meet deadlines.
- Ability to take initiative, function independently, and work in a team.
- Ability to develop and analyze alternative solutions and make recommendations.
- Ability to prioritize and manage multiple tasks while ensuring goals are met.
- Outstanding relationship-building and relationship-management skills.
Responsibilities
- Educate existing and prospective firms about RBC technology capabilities and solutions.
- Help RBC Clearing & Custody client firms use RBC and Marketplace technology offerings to grow their businesses, save money, and increase productivity.
- Deliver high-level sales demonstrations, conduct firm visits and consulting engagements, and attend and present at conferences.
- Conduct tailored demonstrations for prospective recruits of current Clearing & Custody client firms.
- Build relationships with clients, internal partners, and external vendors.
- Maintain knowledge of RBC technology offerings and other offerings in the industry through demonstrations, conferences, and industry news.
Benefits
- Bonuses and flexible benefits.
- Competitive compensation and commissions.
- Stock where applicable.
- Coaching and management opportunities to support development.
- Opportunity to make a difference and lasting impact.
- Dynamic, collaborative, progressive, and high-performing team.
- World-class financial services training program.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- 401(k) program with company-matching contributions.
- Health, dental, vision, life, and disability insurance.
- Paid time-off plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
