Technology Applications Trainer

About the role

The Technology Trainer role helps RBC Wealth Management (WM) Financial Advisors and their teams adopt new technology and enhance existing technology and business processes to increase productivity, efficiency, and effectiveness in their overall practice.

Primary technologies of focus include, but are 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 involves 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.

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 appropriate time is spent with each client and 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

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 years of experience in a business or technology training/support role
• Advanced proficiency with all Microsoft Office applications

Nice to Have

• Presentation/Public Speaking experience
• Documentation/Technical Writing experience
• SIE/Series 7 certification

Benefits

• A comprehensive Total Rewards Program including competitive compensation and flexible benefits
• 401(k) program with company-matching contributions
• Health, dental, vision, life, and disability insurance
• Paid-time off
• 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

Pay

The expected salary range for this position is $50,000–85,000, depending on experience, skills, registration status, market conditions, and business needs.

Schedule

• Full-time position
• 40 hours per week
• 50% travel required, primarily throughout the East Coast

Skills

• Business Case Design
• Client Counseling
• Customer Success
• Data Gathering Analysis
• Decision Making
• Group Problem Solving
• Storytelling
• Time Management
• Training Needs Analysis (TNA)
• Vendor Evaluations

Location: Minneapolis, MN (250 Nicollet Mall)