Technology TrainerThe 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.Provide subject matter expertise in a broad range of systems, processes, programs, tools, and productsCoordinate and deliver outbound training classesDevelop and maintain training scripts and materialsTravel 50% to branch offices to provide onsite coaching and trainingProvide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategiesWork 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 behaviorsAssist financial advisors and teams with the development of investment models and trading in the discretionary trading platformParticipate on cross-functional teams during projects and campaignsMust Have2 years minimum working within Banking, specifically Wealth ManagementA four-year degree or relevant industry experienceAbility to travel minimally 50% of the time throughout the East CoastThree years of experience in a financial services institutionTwo year experience in a business or technology training/support roleAdvanced proficiency with all Microsoft Office applicationsNice to HavePresentation/Public Speaking experienceDocumentation/Technical Writing experienceSIE/Series 7We 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and 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.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.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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueBusiness Case Design, Client Counseling, Customer Success, Data Gathering Analysis, Decision Making, Group Problem Solving, Storytelling, Time Management, Training Needs Analysis (TNA), Vendor EvaluationsAddress: 250 NICOLLET MALL:MINNEAPOLISCity: MinneapolisCountry: United States of AmericaWork hours/week: 40Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: Salaried
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