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Job Description
Essential Duties and Responsibilities:
• Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow through candidate/associate life cycle.
• Partner with instructional design team on course and curriculum development of the programs.
• Develop relationships with home office and external partners to ensure Financial Advisors are benefitting from best in class intellectual capital.
• Monitors, evaluates, and reports on coaching program’s effectiveness and success through analyzing and reviewing performance reporting of engaged Advisors for program changes and enhancements.
• Plans, assigns, monitors, reviews, evaluates and leads the work of others engaged in providing administrative support to the Experienced Advisor Coaching Programs to coordinate training.
• Responsible for hiring, coaching, and developing program coordinators.
• Ensures the quality of educational delivery and results by developing and maintaining appropriate metrics and ensuring that post event evaluations and analysis are performed.
• Attends national conferences, as required, to supervise learning solutions staff and educational classes, including layout and set up.
• Collaborates with VP of Experienced Advisor Coaching to create and manage program operating budget.
• Facilitate training classes as needed.
• Performs other duties and responsibilities as assigned.
Qualifications - External
Knowledge, Skills, and Abilities:
Knowledge of:
• Working structure, policies, mission and strategies of the organization.
• Adult learning theory.
• Basic network infrastructure, sufficient to troubleshoot technical issues related to educational software and classroom set up.
• Concepts, principles and practices of the financial services industry.
• Learning technologies and systems.
Skill in:
• Planning and coordinating large training events.
• Managing projects from inception to implementation.
• Allocating workflow processes efficiently and effectively.
• Facilitating strategic planning processes.
• Aligning learning solutions with organizational needs and plans.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases.
• Identifying opportunities and taking action to work collaboratively
• Building partnerships with functional leaders throughout the firm
Ability to:
• Plan, assign, monitor, review, evaluate and supervise the work of others.
• Coach and mentor others and build a high performance team with complementary strengths.
• Train, guide, encourage and support employees in developing their full potential.
• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
• Research, analyze and develop solutions for multi-faceted problems.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Balance conflicting resource and priority demands.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Incorporate needs, wants and goals from different business unit perspectives into educational programs.
• Analyze and implement process improvements where needed
Educational/Previous Experience Requirements:
• Bachelor’s Degree in related discipline and a minimum of eight (8) years’ related experience such as training, learning and development, coaching or program management.
or
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7, 66 or 63/65.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing
Work Experience
Manager Experience - 6 to 10 years
Certifications
PMI Project Management Professional (PMP) - Project Management Institute (PMI)
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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