Senior Technology Trainer

Job Description Summary

Note: This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the St. Petersburg, FL Corporate Office location. This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description

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 65 - 70%) to field offices and various events to deliver presentations, classes and technology workshops. 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

SIE is required provided that an exemption or grandfathering cannot be applied. Required: Series 7 or the ability to obtain within 3 months of hire date.

Travel

Travel Required: 65 - 70% (field office visits, conferences and events). Travel Up to 75%.

Education

Bachelor’s: Business Administration, Bachelor’s: Education, High School (HS) (Required).

Work Experience

General Experience - 3 to 6 years.

Workstyle

Hybrid.

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Guiding Behaviors

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.

Associate Expectations

• 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

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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.