Senior Technology Training & Onboarding Consultant

Royal Bank of Canada • Edina, MN

1d • $65,000 - $115,000

About The Position

Join the Technology Training team at RBC WM-U.S. Collaborate as a key partner engaging both Divisional Training Leadership and the Client Strategies Team to align with annual strategic goals, recruiting technology at the national level, and ongoing technology training needs. Partner with Complex/Branch Directors to showcase and demonstrate the power of our technology with potential financial advisor recruits/teams. Assist with closing and supporting the onboarding experience as part of the recruit deal in all divisions. Drive and participate in technology initiatives by providing field training on mature and new/enhanced technology. Work closely with other internal functional areas as a resource to identify coaching needs and deliver appropriate training and resource materials.

Requirements

• BA/BS in a related field or equivalent experience with 5+ year’s services and financial industry experience
• FINRA Series 7 or ability to obtain within six months of start date.
• 3+ years training experience
• Demonstrated understanding of the financial process/industry
• Excellent verbal, written, customer service, and presentation skills
• Strong interpersonal and organizational skills
• Ability to handle multiple priorities in a fast paced and deadline driven environment
• Ability and willingness to travel nationally up to 50% of the time to provide onsite coaching and training.

Nice To Haves

• FINRA 66
• Proficiency with Word, PowerPoint, and Excel (formulas, graphs, pivot tables)
• Knowledge of wealth management product platforms
• Experience working with multiple Wealth Management, US Business and technology channels
• Advanced technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools

Responsibilities

• Deliver technology-led, customized demonstrations for national onboarding advisors and team members focusing on core field-facing tools and technologies: Salesforce, AdvisoryLink, Addepar, WMO, etc.
• Learn the business of the new advisor: build a customized training plan to help onboard the financial advisor and team members through in-person and virtual training, coaching and support.
• Work directly with VIP recruits to set up initial technology: Portfolio Advantage advisory models, cell phone set-up, remote access, opening accounts, advisory proposals, Salesforce reporting and custom dashboards, etc.
• Work with key end-clients to ensure they understand how to approve new accounts and interact with our client website.
• Focus on key field behaviors and adoption of the firm’s technology suite to help new advisors and their team(s) maximize field productivity and enhance their profitability.
• Partner with leads in core business areas such as Credit Access Line, Practice Management, Advisory, Recruiting, Portfolio Efficiency Coaching, Operations, to ensure VIP recruit is supported.
• Serve as the point of contact for the Technology Training Managers. Collaborate to assist in field-facing training and messaging.
• Help drive the overall Training department’s plan to meet branch strategic targets, workshops, and other training needs through field event presentations and direct one-on-one training support (e.g., in-person and virtual).
• Deliver virtual and in-person tech demos for prospective advisors and/or teams

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level