Retirement Plan Specialist/trainer

Raymond James

St. Petersburg, FL, USA
**
Retirement plan knowledge
Adult learning techniques
Performance monitoring
** Raymond James is seeking a Retirement Plan Specialist/Trainer to facilitate the onboarding and training of associates within Retirement Plan Services. This hybrid role involves coaching, performance monitoring, and collaboration with leadership to enhance training programs and departmental workflows. **

Job Summary

  • This hybrid role meets regularly with trainees to motivate them, reinforce goals, and provide constructive feedback, while serving as a communication link between the training team and leadership.
  • The role partners with RPS Leadership to shape the new‑hire experience, collaborates with management to improve departmental workflows, and regularly creates or delivers Retirement Plan training materials, tutorials, and online learning resources.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Matching Summary

Match Score: 75

** Raymond James is seeking a Retirement Plan Specialist/Trainer to facilitate the onboarding and training of associates within Retirement Plan Services. This hybrid role involves coaching, performance monitoring, and collaboration with leadership to enhance training programs and departmental workflows. **

Skills & Requirements

Must-have

  • Retirement Plan knowledge
  • Adult learning techniques
  • Performance monitoring
  • Training material development
  • Coaching and mentoring

Nice-to-have

  • Client-first approach
  • Continuous improvement mindset
  • Inspire and motivate others
  • Elevated customer service

Key Requirements

  • 13 months to 3 years of experience
  • Bachelor's degree or High School diploma

Work Rights

Not specified

Tailored Resume

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