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Senior Business Technology Experience Consultant

RBC Capital

RBC Capital

Minneapolis, MN, USA
Posted on Monday, June 10, 2024

Job Summary

Job Description

What is the opportunity?

The Senior Business 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?

  • 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 for large-scale ($1MM+) strategic technology initiatives
  • 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
  • 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
  • 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?


  • Bachelors degree or equivalent
  • Minimum five years of financial services industry experience
  • Minimum three years of experience with user research, user experience, learning design and/or training for the adoption of new technology and processes
  • Understanding of the client and advisor engagement experience


  • Prior experience in Wealth Management
  • 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 competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC



Job Skills

Field Engagement, Field Support, Industry Knowledge, Large Group Presentations, Roadmapping

Additional Job Details






United States of America

Work hours/week:


Employment Type:

Full time


Wealth Management

Job Type:


Pay Type:


Posted Date:


Application Deadline:


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.

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