Technology Applications Trainer

Royal Bank of Canada•Edina, MN

5d•$50,000 - $85,000•Hybrid

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