Technology Solutions Consultant

RBC • Minneapolis, MN

7d • $70,000 - $130,000 • Hybrid

About The Position

What is the opportunity? The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives. The primary role focuses on providing optimal service while helping teams leverage our technology to enhance efficiency, client engagement and overall business performance. The TSC will work closely with other corporate partners to establish and support the team's objectives, as well as identify any opportunities to provide solutions to meet their goals and initiatives. In addition to a personalized service model the TSC will help drive problem resolution and prevention. What will you do? Serve as the main point of contact for top council teams, ensuring all interactions are professional, timely, and personalized. Build and maintain strong relationships with council teams by understanding their objectives, challenges, and opportunities. Meet with top council teams to assess specific challenges to identify technology-based solutions. Develop and implement a personalized training program tailored to the specific needs of council teams related to business and technology initiatives. Lead and conduct group or individualized consulting sessions both in-person and virtual to enhance technology adoption and utilization. Proficiently organize and lead council teams through problem solving, ideation sessions and act as a thought partner to creatively identify opportunities that meet the business objectives. Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products. Proactively refine training approaches based on feedback and evolving technology initiatives. Develop and maintain key technology relationships to provide expertise and oversight on new initiatives. Collaborate with internal partners to address the team’s complex requests and resolve issues promptly. Prepare meeting agendas, talking points and materials for meetings with council teams. Analyze and present metrics, trends and actionable insights across council teams that align with firm initiatives. Monitor progress on technology initiatives, providing regular updates to council teams. Track team satisfaction and identify opportunities for continuous improvement.

Requirements

• SIE/Series 7
• Ability and willingness to travel up to 50% of the time.
• Bachelor’s degree or equivalent work experience.
• 5+ years of financial services industry experience, preferably with a broker-dealer or other large financial advisory firm.
• 3+ years training experience.
• Experience using/training a CRM tool.
• Demonstrated understanding of the financial planning process and industry planning tools.
• Demonstrated understanding of performance reporting and investment proposals.
• Proficient with Microsoft Word, PowerPoint, and Excel (formulas, graphs, pivot tables).
• Exceptional interpersonal and communication skills, with the ability to build trust and rapport with council teams.
• Strong leadership attributes.
• Excellent collaboration and team-building skills.

Nice To Haves

• 3+ years of RBC US Wealth Management branch support experience.
• Experience hosting webinars via WebEx, or a similar tool.

Responsibilities

• Serve as the main point of contact for top council teams, ensuring all interactions are professional, timely, and personalized.
• Build and maintain strong relationships with council teams by understanding their objectives, challenges, and opportunities.
• Meet with top council teams to assess specific challenges to identify technology-based solutions.
• Develop and implement a personalized training program tailored to the specific needs of council teams related to business and technology initiatives.
• Lead and conduct group or individualized consulting sessions both in-person and virtual to enhance technology adoption and utilization.
• Proficiently organize and lead council teams through problem solving, ideation sessions and act as a thought partner to creatively identify opportunities that meet the business objectives.
• Provide subject matter expertise in a broad range of systems, processes, programs, tools, and products.
• Proactively refine training approaches based on feedback and evolving technology initiatives.
• Develop and maintain key technology relationships to provide expertise and oversight on new initiatives.
• Collaborate with internal partners to address the team’s complex requests and resolve issues promptly.
• Prepare meeting agendas, talking points and materials for meetings with council teams.
• Analyze and present metrics, trends and actionable insights across council teams that align with firm initiatives.
• Monitor progress on technology initiatives, providing regular updates to council teams.
• Track team satisfaction and identify opportunities for continuous improvement.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees