Technology Solutions Consultant

Retirement World

Minneapolis, MN, United States of America
Base: $70,000-$130,000 depending on experience; bo...
Financial services industry experience
Training experience
Crm tool usage and training
The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives

Job Summary

  • The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives.
  • The role involves building strong relationships with council teams, delivering personalized training, and providing subject matter expertise to enhance technology adoption and business outcomes.
  • Employees benefit from leadership support, opportunities to make a lasting impact, and working in a dynamic, collaborative, and high-performing team environment.

Matching Summary

The Technology Solutions Consultant helps to support and empower top financial advisors and teams in strategy development, goal setting and prioritizing strategic initiatives.

Salary

Base: $70,000-$130,000 depending on experience; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial services industry experience
  • Training experience
  • CRM tool usage and training
  • Technology adoption and utilization
  • Problem solving and ideation facilitation
  • Microsoft Office proficiency
  • Travel up to 50% required

Nice-to-have

  • RBC US Wealth Management branch support
  • Webinar hosting experience
  • Strong leadership attributes
  • Excellent collaboration and team-building skills
  • Exceptional interpersonal and communication skills

Key Requirements

  • SIE/Series 7 certification
  • Bachelor’s degree or equivalent experience
  • 5+ years financial services experience
  • 3+ years training experience
  • Ability and willingness to travel up to 50%

Work Rights

Not specified

Tailored Resume

Cover Letter