Job Summary

The Sr. Technology Experience Consultant plays a pivotal role in enhancing the client digital journey and cash management product evolution through innovative technology solutions. This position requires a deep understanding of digital tools and platforms, coupled with exceptional communication skills to engage with users effectively. The consultant will collaborate with cross-functional teams to design, implement, and optimize digital experiences that meet client needs and drive satisfaction. By leveraging insights and analytics, the consultant will identify opportunities for improvement and ensure that technology solutions align with business objectives and enhance overall client engagement.

Job Description

What is the opportunity?

The Sr. Technology Experience Consultant will drive technology planning and design for evolving the digital experience of the field, clients and other users. Align the technology roadmap and implementation plans to support a best-in-class digital experience.  Responsible for experience design, field engagement and user testing of technology solutions/applications, to serve as input into training, field support and OCM activities. Advocate on behalf of the USWM Field for technology decisions to drive profitability and efficiency, and to help bridge the gap between building technology and business needs.

What will you do? 

Assigned to large-scale ($1MM+) strategic technology initiatives to influence the development of new and enhanced technology, and related policy and procedures, evaluate and recommend potential enhancements of the various tools based on feedback from the field

Understand the client, client/advisor, and field digital experience end-to-end

Create journey maps outlining the end-to-end experience for key stakeholders and project teams

Define success criteria for strategic technology initiatives from an end user perspective and supporting deliverables such as epic user stories, adoption metrics and KPI’s

Ensure executive awareness of end user impact of minimal viable product (MVP) by participating in key governance forums

Focus on user experience, key client/field/corporate behaviors and adoption of our technology suite and digital experience, as well as productivity and profitability

Participate in the strategic roadmap planning for a cohesive end user experience

Serve as member of the capability committees focusing on the user experience

Partner with internal business, application and development, user research and field engagement teams to drive the successful development, implementation and adoption of technology.

What do you need to succeed?

Must Have 

Bachelors degree or equivalent

Minimum 3 years of financial services or related industry experience

Minimum one year of experience with user research, change management, training or other relevant capabilities applied for the adoption of new technology and processes

Experience developing personas, journey maps and epic stories

Understanding of the client and advisor engagement experience

Demonstrated project management experience

Strong technology background - able to quickly learn new tools and technologies

Strong attention to detail

Nice to Have

Experience with client facing digital platforms

Experience in banking, preferably within wealth management or private banking

Ability to problem solve

Team oriented

Self-motivated

Background in training and development

Strong verbal and written communication skills

Strong interpersonal and organizational skills

Advance technology and presentation skills: MS Office, Web-based learning tools, digital collaboration and presentation tools

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 WMUS

Job Skills

Business, Communication, Creativity, Curriculum Development, Detail-Oriented, Instructional Design, Multi-Level Communication, Problem Resolution, Self Motivation, Team Collaboration, Training Technologies, User Experience (UX)

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:

2024-12-17

Application Deadline:

2025-01-17

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.
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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.

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