Learning Performance Consultant, Practice Desktop

Edward Jones

3d

About The Position

The Learning Performance Consultant supports Edward Jones’ Practice Desktop Team in helping branch teams build knowledge, skills, and confidence to adopt new tools, processes, and ways of working. The role develops expertise in branch technologies, workflows, and the branch experience, and uses communication and facilitation skills to help associates apply tools effectively in their daily work. The Practice Desktop Team designs and delivers learning experiences, resources, and adoption strategies for capabilities including Salesforce and other branch technologies, in partnership with business stakeholders.

The consultant facilitates learning in in-person, virtual, and on-demand formats; creates learning and performance-support materials; and delivers presentations, workshops, demonstrations, and coaching. The role partners with field leaders, branch teams, and home office stakeholders to identify learning needs, prepares branches for technology enhancements, and supports adoption through guided practice and reinforcement. It also evaluates effectiveness using participation data, learner feedback, and adoption metrics, and contributes to team initiatives and continuous learning. Approximately 10% travel is required. Candidates within commuting distance of the Tempe, Arizona, or St. Louis, Missouri home offices are expected to work in the office four days per week.

Requirements

• Bachelor's degree required.
• At least 7 years of financial services, training, learning and development, field support, or related industry experience.
• FINRA SIE, Series 7, and Series 66 licenses required.
• Proven experience facilitating and presenting training programs in both in-person and virtual environments.
• Approximately 10% travel required.

Nice To Haves

• Master's degree.
• Experience with Salesforce, My Practice Diagnostics, Copilot, and other business or branch technologies.
• Experience developing learning resources, job aids, performance-support materials, or training programs.
• Experience supporting Financial Advisors, branch teams, or field-facing associates.
• Experience leading workshops, coaching sessions, or large-group learning events.
• Experience using AI-enabled tools and technologies to improve learning, productivity, or adoption.

Responsibilities

• Facilitate in-person, virtual, and on-demand learning experiences focused on Practice Desktop capabilities, including Salesforce and AI-powered tools.
• Design, develop, and maintain learning resources, job aids, guides, and performance-support materials to drive adoption and proficiency.
• Deliver presentations, workshops, demonstrations, and coaching sessions connecting technology capabilities to real-world branch applications.
• Partner with field leaders, branch teams, and home office stakeholders to identify learning needs and develop solutions supporting business objectives.
• Apply adult learning principles, learner feedback, and performance insights to improve learning experiences and outcomes.
• Collaborate with the Practice Desktop Team to understand upcoming enhancements, incorporate field feedback, and prepare branches for implementation.
• Support technology adoption through guided practice, reinforcement activities, targeted learning campaigns, and ongoing performance support.
• Analyze participation data, learner feedback, and adoption metrics to evaluate effectiveness and identify improvements.
• Share knowledge and best practices across the team and contribute to initiatives and a culture of continuous learning.
• Act as an early adopter and advocate for emerging tools and capabilities through training, coaching, and support.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage at no cost to associates
• Basic life and AD&D coverage at no cost to associates
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Associates may be eligible for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior