Technology Trainer

RBC•Minneapolis, MN

5d•$55,000 - $95,000

About The Position

The Technology Training Consultant 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, Tradeweb Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset), Account Opening (ClientSource, AOS) and Client Facing (WM Online). The position comprises of one on one coaching calls, WebEx presentations with individuals and groups, travel to PCG offices for coaching, and presenting/or supporting at various PCG and Complex events.

Requirements

A four-year degree or relevant industry experience
Three years of experience in a financial services institution
Two year experience in a business or technology training/support role
Ability to travel 30-50% of time
Advanced proficiency with all Microsoft Office applications

Nice To Haves

Presentation/Public Speaking experience
Documentation/Technical Writing experience
Series 7/66, or ability to obtain within 1 year

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 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

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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value