Senior Technology Trainer

senior

Other

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Quick Summary

Key Responsibilities

Establish and maintain deep knowledge of our technology platform and supported applications. Conduct professional, custom,

Requirements Summary

Establish and maintain deep knowledge of our technology platform and supported applications. Conduct professional, custom,

Technical Tools

Other

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. This position will follow our hybrid work model; we expect candidates to be in the office 3 days a week at the St. Petersburg, FL Corporate Office location. Travel and time spent at conferences or branches count towards this requirement.

Responsibilities

~2 min read

→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.

→65 - 70% (field office visits, conferences and events).

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Up to 75%

Workstyle

Hybrid

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. This position is eligible for a benefits package that may include 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); and 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.

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.

#LI-NM1

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.