Technology Applications Trainer
About The Position
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), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one on one coaching calls, WebEx presentations with individuals and groups, 50% travel to PCG offices for training, and presenting/or supporting at various PCG national and Complex events.
Requirements
- 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 Haves
- Presentation/Public Speaking experience
- Documentation/Technical Writing experience
- SIE/Series 7
Responsibilities
- 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
Benefits
- 401(k) program with company-matching contributions
- health, dental, vision, life, disability insurance
- paid-time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
