Raymond James Financial, Inc. Regional Technology Education Consultant (Travel) in Minnesota

Raymond James Financials is currently hiring for a Regional Technology Education Consultant. This position will require traveling (ranging from 50% to 75% travel). The selected Travel sites will be offices potentially located in: Michigan, Wisconsin, Iowa, Illinois, Indiana. Chosen candidate will reside in either of those states or live near an airport in those selected states, There will be a physical office to sit in within those chosen sites.

The RTEC 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.


  • Minimum of a B.S. in Computer Science, Education, Finance or related degree and two (2) years of related experience or combination of education, training and experience.

  • Three (3) to five (5) years of training and development experience preferred.

  • Two (2) to three (3) years of 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.

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

  • Extensive travel required.


  • SIE required provided that an exemption or grandfathering cannot be applied.

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


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

  • 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.

Job: Technology

Organization: Technology

Title: Regional Technology Education Consultant (Travel)

Location: Minnesota

Requisition ID: 1803486

Other Locations: US-Iowa, US-Indiana, US-Illinois, US-Missouri

Equal Employment Opportunity Raymond James values diversity and inclusion and treats all individuals with respect based on their merit. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We do not discriminate on the basis of race; color; ancestry; national origin; citizenship; religious creed; sex (including pregnancy, childbirth or related medical conditions); marital status; domestic partnership status; sexual orientation; gender identity or expression; veteran status; military status; family care or medical leave status; age; physical or mental disability; medical condition; genetic information; or any other basis protected by applicable federal, state or local law, rule, ordinance or regulation.