Senior Technology Trainer

Raymond James Financial, Inc.; Denver (CO); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Senior Technology Trainer to develop and deliver education on the firm's technology and third-party applications used by advisors and branch professionals.

The role blends in-person and virtual instruction to drive adoption and improve productivity. The ideal candidate has at least 3 years in corporate learning, experience creating education plans, and the ability to translate complex technology into engaging training.

Qualifications

• 3+ years of corporate learning and development experience preferred.
• Experience with both in-person and virtual training.
• Experience with managing education plans.
• Experience with content creation.
• Experience collaborating with technology development teams on adoption strategies.

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 instructional technology and adult education practices in the classroom and online.
• Lead or contribute to 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 PowerPoint and Photoshop.
• Create instructor and classroom materials (course outlines, facilitator guides, student materials, and training aids).
• Maintain awareness of and update educational materials to reflect enhancements and new releases.

Skills

Needs analysis

Adult learning

Instructional design

Training delivery

Technical communication

Education

B.S. in Finance, Education, or CS

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 Denver, CO Corporate Office location. Travel and time spent at conferences or branches count towards this requirement.

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.

Skills/Previous Experience:

• 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, Skills, and Abilities

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 engages the audience and helps them understand and retain the message.
• Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
• 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.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Develop and maintain strong professional relationships.

Licenses/Certifications

• SIE is required provided that an exemption or grandfathering cannot be applied.
• Required: Series 7 or the ability to obtain within 3 months of hire date.

Travel Required

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