Sr. Technology & Business Consultant
About The Position
The Sr. Technology & Business Consultant educates existing and prospective firms about the technology capabilities and solutions offered by RBC. The role helps firms affiliated with or considering 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 demonstrations, firm visits, consulting engagements, sales presentations, and conference participation. The consultant also supports client firms’ recruiting activities by conducting tailored demonstrations and engagements for prospective recruits.
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 CRM systems, trading platforms, or 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 in a business- or technology-related discipline.
Nice To Haves
- Industry licenses, such as Series 7 or Series 99.
- Ability to communicate effectively verbally, in writing, and through presentations.
- Ability to work under pressure and meet deadlines.
- Ability to take initiative, work independently, and contribute as part of a team.
- Ability to develop and analyze alternative solutions and make recommendations.
- Ability to prioritize and manage multiple tasks while meeting goals.
- Strong relationship-building and relationship-management skills.
Responsibilities
- Serve as a subject matter expert on Clearing & Custody technology offerings, advising existing and prospective client firms on how to use RBC and Marketplace solutions to grow their business, save money, and increase productivity.
- Deliver high-level sales demonstrations, firm visits, consulting engagements, conference presentations, and other client-facing engagements.
- Conduct technology 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 industry solutions through product demonstrations, conferences, and industry news.
Benefits
- Comprehensive Total Rewards Program with bonuses and flexible benefits.
- Competitive compensation and commissions.
- Stock where applicable.
- 401(k) program with company-matching contributions.
- Health, dental, vision, life, and disability insurance.
- Paid time-off plan.
- Coaching and management opportunities to support professional development.
- Flexible work/life balance options.
- World-class financial services training program.
- Opportunities to do challenging work.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
