Learning Performance Consultant, Practice Desktop

Opportunity Overview Field Learning helps branch teams build the knowledge, skills, and confidence needed to successfully adopt new tools, processes, and ways of working. The Practice Desktop Team supports this mission by designing and delivering learning experiences, resources, and adoption strategies that help branch teams maximize the value of Practice Desktop capabilities, including Salesforce and other branch technologies.

We partner closely with business stakeholders to translate strategic priorities and technology enhancements into practical learning solutions that drive understanding, engagement, and adoption across the field.

We're seeking individuals with a continuous learning mindset, strong branch acumen, familiarity with AI-powered tools, and a passion for helping branch teams learn, adapt, and succeed.

What You'll DoAs a Learning Performance Consultant supporting the Practice Desktop Team, you will help branch teams build capability and confidence through facilitation, coaching, resource development, and learning support.

You will develop expertise in branch technologies, workflows, and the branch experience, using strong communication and facilitation skills to help associates apply new tools effectively in their daily  this role, you will:

Facilitate engaging learning experiences through in-person, virtual, and on-demand formats focused on Practice Desktop capabilities, including Salesforce and AI-powered tools.

Design, develop, and maintain learning resources, job aids, guides, and performance support materials that drive adoption and proficiency.

Deliver impactful presentations, workshops, demonstrations, and coaching sessions that connect technology capabilities to real-world branch applications.

Partner with field leaders, branch teams, and home office stakeholders to identify learning needs and create solutions that support business objectives.

Apply adult learning principles, learner feedback, and performance insights to continuously enhance learning experiences and improve outcomes.

Collaborate with the Practice Desktop Team to understand upcoming enhancements, incorporate field feedback, and prepare branches for successful 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 opportunities for improvement.

Share knowledge and best practices across the team while contributing to key initiatives and a culture of continuous learning.

Act as an early adopter and advocate for emerging tools and capabilities, helping bring them to life through effective training, coaching, and support.

This role requires approximately 10% travel.a {}
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Required Qualifications Bachelor's degree required;
Master's degree preferred7+ years of financial services, training, learning and development, field support, or related industry experienceFINRA 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

Preferred Qualifications 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 leveraging AI-enabled tools and technologies to improve learning, productivity, or adoption Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that…