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Job Description Summary

Responsible for advising on and supporting the learning and professional development of the workforce. Implements and executes policies, processes, and training offerings.

Job Description

**Note:** This position will follow our hybrid work model; we expect candidates to be in the office 2-3 days a week at one of the following Corporate Office locations: St. Petersburg, FL or Southfield, MI.

Job Summary:

This Senior Technology Trainer will work collaboratively to develop and deliver (both in-person and virtually) education on proprietary Raymond James’ technology and 3rd party applications used by advisors and branch professionals. This position will work with product teams and stakeholders to develop education plans and content that:

+ Are interactive, engaging, and tailored for financial professionals.

+ Support successful implementation and adoption of technology solutions.

+ Increase operational efficiency, improve productivity and strengthen the advisor/client relationship through the use of technology.

+ Address the needs of a variety of learners from transitioning advisors and teams to experienced users.

This role requires travel (ranging from 30 – 40%) to field offices and various events to deliver presentations, classes and technology workshops. This position will follow our hybrid work model; we expect candidates to be in the office 50% of the time. Travel and time spent at conferences or branches count towards this requirement.

Responsibilities:

+ Establish and maintain deep knowledge of our technology platform and supported applications.

+ Conduct professional, custom, interactive virtual and in-person classes on proprietary Raymond James’ Technology and 3rd party applications.

+ Model and effectively use appropriate instructional technology and adult education practices in the classroom and online.

+ As a project participant, lead or in an individual effort, conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences.

+ Create high quality, consistent and engaging education and presentation materials using a variety of software including PowerPoint and Photoshop.

+ Create instructor and classroom materials (course outlines, facilitator guides, student materials, and training aids) to provide excellent learner experience.

+ Maintain awareness of and update educational materials to reflect enhancements and new releases.

Skills/Previous Experience:

+ B.S. in Finance, Education, or Computer Science is preferred.

+ A minimum of 3 years of corporate learning and development experience is preferred.

+ Experience with both in-person and virtual training.

+ Experience with managing education plans.

+ Experience with content creation.

+ Experience with cross-collaborating with technology development teams on successful implementation and adoption strategies.

Knowledge, Skills, and Abilities:

Knowledge of:

+ Concepts, practices and procedures of instructional design and adult learning theory

+ The financial industry, products, policies and procedures.

Skills:

+ Conducting needs analyses to create educational solutions.

+ Applying adult learning principles effectively.

+ Ability to quickly learn and apply concepts.

+ Delivery of training via in-person workshops, online and/or individual consultations.

Ability to:

+ Utilize and learn complex technology in a rapidly changing environment.

+ Design and develop engaging and professional training content using instructional design principles and practices.

+ Communicate technical information to a non-technical audience.

+ Present materials effectively and confidently via multiple mediums (online, in-person, written) for large and small audiences.

+ Work independently or as a team toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.

+ Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.

+ Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.

+ Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remain current with developments and trends in areas of expertise.

+ Develop and use collaborative relationships to facilitate the accomplishment of work goals.

+ Develop and maintain strong professional relationships.

Licenses/Certifications:

Appropriate series license(s) for assigned functional area preferred or the ability to obtain within six (6) months of hire.

+ SIE preferred, provided that an exemption or grandfathering cannot be applied. SIE is required within six (6) months of hire.

+ Series 7 license is required within six (6) months of hire.

Travel Required:

+ 30-40% (field office visits, conferences and events).

Education

Bachelor’s: Business Administration, Bachelor’s: Education, Bachelor’s: Human Resources Management, High School (HS) (Required)

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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