Technology Applications Trainer

RBC Capital Markets, LLC
United States, Minnesota, Minneapolis
Nov 08, 2024
Job Summary Researches, analyzes, and develops training programs for the organization. Applies complete knowledge, skills, and practices to perform assignments. Job Description What is the opportunity? 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, travel to PCG offices for training, and presenting/or supporting at various PCG national and Complex events. What will you do? 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 What do you need to succeed? Must Have 2 years minimum working within Banking, specifically Wealth Management A four-year degree or relevant industry experience Ability to travel 30-50% of the time 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 Have Presentation/Public Speaking experience Documentation/Technical Writing experience SIE/Series 7 What's in it for you? 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 Job 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 Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-11-08 Application Deadline: 2025-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.