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Raymond James Financial, Inc.

Regional Technology Education Consultant

Raymond James Financial, Inc. - Nashville, TN

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Job Summary:


Works with the business to develop, plan and implement strategies designed to build and improve individual and team performance through the utilization of technology.    Extensive contact with internal customers and technology functional areas to assess needs and recommend learning solutions.  Incumbent must have familiarity with instructional design and adult learning.


• Provides technical training and education solutions at firm branch locations by consulting on training needs and priorities, content development, delivery and administration.

• Participates in needs analysis and creation of education and development solutions for branch associates, management, advisory teams and other high visibility audiences.  Prepares and delivers written and oral presentations via varied mediums including e-learning.

• Presents systems capability demonstrations for potential Financial Advisors.

• Drives educational solutions that meet business needs while balanced with instructional design practices.

• Partners with educational resources and 3rd party providers to leverage technologies and resources to best streamline processes and add business value.

• Provides quality data to ensure metrics are captured to improve educational delivery and results.

• Models effective uses of appropriate instructional technology and practices in the classroom and online.','!*! 

Experience and Skills:

• Minimum of a B.S. in Computer Science, Education, Finance or related degree and three (3) years of related experience or combination of education, training and experience. 

• Three or more years of training and development experience preferred.

• Financial services industry experience preferred.

• Strong knowledge of concepts, practices and procedures in technology consulting, needs assessment, program design and adult learning theory.

• Understanding of the financial industry, products, policies and procedures highly preferred.

• Series 7 required or the ability to obtain within 1 year.

• Valid driver’s license and eligible for coverage under firm vehicle fleet safety policy to drive on company business.

• Extensive travel required.

• Work independently toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.


• Series 7, Series 63/66 required or the ability to obtain within 1 year.

• Valid driver’s license and eligible for coverage under firm vehicle fleet safety policy to drive on company business.

Competencies and Behaviors: 

• Analysis:  Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

• Communication:  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.

• Exercising Judgment and Decision Making:  Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.

• Technical and Professional Knowledge:  Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

• Building Effective Relationships:  Develop and use collaborative relationships to facilitate the accomplishment of work goals.

• Client Focus:  Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.

','Technology','US-TN-Nashville','','Technology','Full-time','Day Job','No','Regional Technology Education Consultant'

16 days 5 hours ago

Raymond James Financial, Inc.


Regional Technology Education Consultant Raymond James Financial, Inc. - Nashville, TN, United States


Location: Nashville, TN

Company Profile:
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.