Job Description Summary

Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.

Job Description

The Director, Technology Education (Advisor Technology) will lead a team responsible for the creation and execution of training on technology applications used by financial advisors and their teams incorporating modern and engaging learning techniques. The ideal candidate will effectively define, develop, deliver, and evaluate solutions that address technical learning needs and knowledge gaps. This role requires someone with experience setting up, transforming, or overseeing an evolving learning and development team. Responsibilities include identifying learning needs, defining and delivering on projects, partnering with business teams, communicating with senior and executive stakeholders, and designing and developing learning programs and materials.

This role requires travel (ranging from 15 – 20%) to field offices and various events to coordinate training, and deliver presentations. This position will follow our hybrid work model; we expect candidates to be in the office 50% of the time. Travel and time spent at conferences or branches count towards this requirement.

Key Responsibilities:

• Develop a learning & development strategy that provides an engaging learning experience enabling the adoption of technology tools and applications.

• Define and implement processes to improve efficiency, productivity and quality and consistency of deliverables.

• Evaluate learning programs and introduce new programs to support business objectives.

• Partner with business leaders to address knowledge gaps through a variety of learning methods.

• Partner and collaborate with leaders of a broader Technology Education and Communication structure.

• Support the implementation of new software applications and enhancements of existing systems through learning strategies.

• Lead a team of learning professionals to develop high-quality solutions and materials using a range of learning methods.

• Provide thought leadership on current learning trends and work with management to drive cutting-edge learning solutions that result in increased capacity.

• Manage and oversee all activities related to planning and execution of training programs.

Skills/Previous Experience:

• Minimum of a Bachelor’s degree in Computer Science, MIS, Education or related degree and ten (10) years of relevant experience including management or leadership experience or an equivalent combination of education, training and leadership experience.

• Minimum five (5) or more years of leading a learning and development organization.

• Demonstrated success in delivering high-impact learning programs.

• In-depth knowledge of successful learning practices for both in-person and virtual environments.

• Strong organizational skills to manage a portfolio of complex projects.

• Creative and analytical thinking skills.

• Knowledge of current and emerging trends related to adult learning.

Licenses/Certifications:

• Possess or have the ability to attain the Series 7 Certification within 6 months of onboarding.

Required Travel:

• 15-20%

Education

Bachelor’s: Business Administration, Bachelor’s: Education, High School (HS) (Required)

Work Experience

Manager Experience - 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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