Senior Technology Trainer

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.

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.

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.

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 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…