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Job Description

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to support branch managers, new and experienced Financial Advisors in training and accountability initiatives. Serves as a liaison between the Advisor Development Programs group to PCG branch offices and new and existing Financial Advisors. Leads defined work or projects of moderate scope and complexity and/or serves as a technical advisor to others. Extensive contact with internal customers to identify, research, and resolve training and coaching issues. Effectively partners with other training, product and service areas to build training solutions.

Essential Duties and Responsibilities

+ Delivers, implements, and maintains learning programs and materials specific to the PCG branch office training and accountability needs.

+ Assist with identifying training needs and requirements with management.

+ Analyzes and develops training needs and creates and develops solutions.

+ Help facilitate coaching and training programs to managers and/or large groups of associates.

+ Participates in development programs to increase training support.

+ Balances conflicting resources and priority demands.

+ May coach and mentor new and experienced financial advisors and branch associates.

+ May coach branch managers.

+ May provide feedback to branch managers on trainee progress during training class.

+ Prepares and delivers written and oral presentations to various levels in the firm.

+ Interprets and applies organizational policies and procedures.

+ Participates in establishing objectives and developing processes and procedures to ensure efficient and timely workflow.

+ Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Working structure, policies, mission and strategies of the organization.

+ Operational processes and procedures of assigned functional areas.

+ Adult learning theory.

+ Concepts, principles and practices of the financial services industry.

+ Fundamental concepts, practices, and procedures in education and training.

+ Financial markets and products.

Skill in

+ Using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.

+ Establishing and communicating clear directions and priorities.

+ Incorporating needs, wants and goals from different business unit perspectives into training plans.

+ Balancing conflicting resources and priority demands.

+ Gathering information, identifying linkages and trends and applying findings to operations.

+ Reading, interpreting, analyzing and applying technical and compliance information.

+ Attending to detail while maintaining a big picture orientation.

+ Staying current in operational issues and training best practices.

+ Generating enthusiasm and influence, motivating and persuading others to achieve desired levels of customer service.

+ Planning, assigning, monitoring, reviewing, evaluating and leading the work of others; coaching and mentoring others.

+ Working independently or within a team environment.

+ Resolving problems and using independent judgment in making decisions.

+ Interpreting and applying policies and identifying and recommending changes as appropriate.

+ Analyzing training materials and learner information.

+ Preparing instructional sites.

+ Managing the learning environment and delivering effective instruction.

+ Responding to learner needs for clarification or feedback.

+ Providing positive reinforcement and motivational incentives.

+ Selecting and using appropriate instructional methods and media.

+ Evaluating learner performance and reporting evaluation information.

+ Evaluating instructional delivery.

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Educational/Previous Experience Requirements

Education/Previous Experience

+ Bachelor’s Degree (B.A.) and a minimum of three (3) years of industry experience in performance management.

+ OR ~

+ An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

+ SIE (provided that an exemption or grandfathering cannot be applied) preferred but not required

+ FINRA Series 7 preferred but not required

Education

Bachelor’s: Business Administration, Bachelor’s: Education, Bachelor’s: Human Resources Management

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Up to 50%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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