Senior Technology Trainer

Raymond James•Saint Petersburg, FL

8d•Hybrid

About The Position

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. The goal is to support successful implementation and adoption of technology solutions, increase operational efficiency, improve productivity and strengthen the advisor/client relationship through the use of technology. This role addresses 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 a hybrid work model; candidates are expected 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.

Requirements

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 of concepts, practices and procedures of instructional design and adult learning theory.
Knowledge of the financial industry, products, policies and procedures.
Skills in conducting needs analyses to create educational solutions.
Skills in applying adult learning principles effectively.
Ability to quickly learn and apply concepts.
Ability to deliver training via in-person workshops, online and/or individual consultations.
Ability to utilize and learn complex technology in a rapidly changing environment.
Ability to design and develop engaging and professional training content using instructional design principles and practices.
Ability to communicate technical information to a non-technical audience.
Ability to present materials effectively and confidently via multiple mediums (online, in-person, written) for large and small audiences.
Ability to work independently or as a team toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.
Ability to 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.
Ability to make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
Ability to 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.
Ability to develop and use collaborative relationships to facilitate the accomplishment of work goals.
Ability to develop and maintain strong professional relationships.
SIE is required provided that an exemption or grandfathering cannot be applied.
Series 7 or the ability to obtain within 3 months of hire date.

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.