Director, Technology Education

33747 Saint Petersburg, Florida Raymond James Financial, Inc.

Posted 1 day ago

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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%
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Director , Technology (Trading)

33747 Saint Petersburg, Florida Raymond James Financial, Inc.

Posted 1 day ago

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**Responsibilities:**
+ Participate in the development of corporate strategy for a small local organization, applying functional expertise to test the viability of the strategy and contributing creative ideas and insights to support the strategy formation process.
+ Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities and ensuring integration with wider functional strategy.
+ Develop tactical plans for optimizing resources and assets being managed within a significant area or department.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts.
+ Focus is on a specific smaller area of the organization, such as a sub-function or division. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
+ Provide authoritative specialist advice to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives.
+ Develop and propose annual business plans for a given area or department, ensuring alignment with strategy.
+ Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.
+ Manage budget plans for a department. May involve development or delivery or both.
+ Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
+ Contribute to the definition of organization structure by recommending reporting lines, identifying interfaces between elements of the organization, and proposing roles and responsibilities, to align with the corporate structure and organization principles.
+ Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities.
+ Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
+ Identify and manage stakeholders up to and including management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
**Skills:**
+ Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Uses expertise to act as organizational authority on strategic planning.
+ Uses expertise to act as organizational authority on developing and implementing policies.
+ Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
+ Uses comprehensive knowledge and skills to act independently while guiding and training others on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ More than five years of development management experience, three years as a developer or architect lead and project manager.
+ Understanding of the trading lifecycle from order generation to execution for various security products and how to integrate trading components seamlessly into the trade lifecycle.
+ Skilled in Vendor Management, Project Management, Enterprise Implementation, and Application Development.
+ Financial services industry experience specifically with trading systems.
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Technology Lead Analyst

33747 Saint Petersburg, Florida Raymond James Financial, Inc.

Posted 1 day ago

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Job Description

**_This position will follow our hybrid work model, we expect the selected candidate to be in office 2-3 days a week(10-12 days a month ) at the following office location: St. Petersburg, FL._**
**Job Summary**
This role is specific to the in-house Case Manager build for Trade, Surveillance and Account reviews. In this role you are required to act as a partner with the business to facilitate and implement the most optimal technology solutions, and ensuring they meet the business and organizational needs. You will be responsible for writing system requirements that guarantee the technology solution aligns with business objectives, leveraging appropriate technical resources.
The role requires a high-level understanding of systems, industry standards, and end-user requirements. The person will need to demonstrate subject matter expertise by integrating domain knowledge with an understanding of financial services standards and practices.
In this role you are required to apply specialized business knowledge and technical skills to significant deliverables and projects involving multiple IT departments and business units, impacting the enterprise. In this role you are also expected to make judgments and recommendations based on the analysis and interpretation of data.
**Responsibilities:**
+ Create detailed business requirements for functional and non-functional capabilities.
+ Validate test cases to ensure scripts evaluate business functions.
+ Gather and interpret information from multiple sources and make recommendations.
+ Document business processes and support application development teams.
+ Translate technical concepts for business audiences and vice versa.
+ Develop estimates and implementation plans for technical solutions.
+ Collaborate on project schedules, reports, and documentation; may lead small to medium projects.
+ Visualize requirements into prototypes with User Experience/Design resources.
+ Apply principles in risk management, issue tracking, and change management.
+ Identify issues, compare data, and draw conclusions.
+ Clearly convey information through various media to engage and inform audiences.
+ Choose effective approaches for actions or solutions based on facts and constraints.
+ Demonstrate technical and professional skills; stay current with trends.
+ Develop collaborative relationships to achieve work goals.
+ Focus on client needs and maintain productive relationships.
+ Facilitate collaboration in team environments.
+ Occasionally work non-standard shifts, including nights and weekends, and/or have on-call responsibilities.
**Skills**
+ Advanced knowledge of requirements gathering, issue tracking, and change management.
+ Proficiency with Microsoft Office tools, including Excel, Visio, and Project Planner.
+ Experience with Smartsheet is a plus.
+ Intermediate experience in creating wireframes using Marvel, Visio, or similar tools.
+ Mid-level expertise in SQL for data analytics and mining.
+ Familiarity with work item management tools like TFS or JIRA.
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Senior Technology Trainer

33747 Saint Petersburg, Florida Raymond James Financial, Inc.

Posted 1 day ago

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Job Description

This Senior Technology Trainer will work collaboratively to develop and deliver (both in-person and virtually) education on proprietary Raymond James' technology and 3rd party applications used by advisors and branch professionals. This position will work with product teams and stakeholders to develop education plans and content that:
+ Are interactive, engaging, and tailored for financial professionals.
+ Support successful implementation and adoption of technology solutions.
+ Increase operational efficiency, improve productivity and strengthen the advisor/client relationship through the use of technology.
+ Address the needs of a variety of learners from transitioning advisors and teams to experienced users.
This role requires travel (ranging from 30 - 40%) to field offices and various events to deliver presentations, classes and technology workshops. 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.
**Responsibilities:**
+ Establish and maintain deep knowledge of our technology platform and supported applications.
+ Conduct professional, custom, interactive virtual and in-person classes on proprietary Raymond James' Technology and 3rd party applications.
+ Model and effectively use appropriate instructional technology and adult education practices in the classroom and online.
+ As a project participant, lead or in an individual effort, conduct needs analysis, create education plans and develop education solutions for branch associates, management, advisory teams, and other audiences.
+ Create high quality, consistent and engaging education and presentation materials using a variety of software including PowerPoint and Photoshop.
+ Create instructor and classroom materials (course outlines, facilitator guides, student materials, and training aids) to provide excellent learner experience.
+ Maintain awareness of and update educational materials to reflect enhancements and new releases.
**Skills/Previous Experience:**
+ B.S. in Finance, Education, or Computer Science is preferred.
+ A minimum of 3 years of corporate learning and development experience is preferred.
+ Experience with both in-person and virtual training.
+ Experience with managing education plans.
+ Experience with content creation.
+ Experience with cross-collaborating with technology development teams on successful implementation and adoption strategies.
**Knowledge, Skills, and Abilities:**
Knowledge of:
+ Concepts, practices and procedures of instructional design and adult learning theory
+ The financial industry, products, policies and procedures.
Skills:
+ Conducting needs analyses to create educational solutions.
+ Applying adult learning principles effectively.
+ Ability to quickly learn and apply concepts.
+ Delivery of training via in-person workshops, online and/or individual consultations.
Ability to:
+ Utilize and learn complex technology in a rapidly changing environment.
+ Design and develop engaging and professional training content using instructional design principles and practices.
+ Communicate technical information to a non-technical audience.
+ Present materials effectively and confidently via multiple mediums (online, in-person, written) for large and small audiences.
+ Work independently or as a team toward achieving results; manage time appropriately to accomplish responsibilities; self-motivated to pursue solutions to complex issues.
+ 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.
+ Make internal and external clients and their needs a primary focus of action; develop and sustain productive client relationships.
+ Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remain current with developments and trends in areas of expertise.
+ Develop and use collaborative relationships to facilitate the accomplishment of work goals.
+ Develop and maintain strong professional relationships.
**Licenses/Certifications:**
+ SIE is required provided that an exemption or grandfathering cannot be applied.
+ Required: Series 7 or the ability to obtain within 4 months of hire date.
**Travel Required:**
+ 30-40% (field office visits, conferences and events).
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Instructional Technology Specialist

32201 Riverview, Florida $70000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client seeks a dedicated and innovative Instructional Technology Specialist to enhance our educational programs in Jacksonville, Florida, US . This role involves integrating cutting-edge technology into our teaching and learning environments, supporting educators and students, and driving digital literacy. You will be instrumental in ensuring our learning platforms are effective, accessible, and engaging for all users.

Responsibilities:
  • Support the integration and effective use of learning management systems (LMS) and other educational technologies.
  • Provide technical assistance and training to faculty, staff, and students on various educational software and hardware.
  • Develop and maintain online learning resources, tutorials, and documentation.
  • Collaborate with instructional designers and faculty to create engaging digital learning experiences.
  • Troubleshoot and resolve technical issues related to instructional technology.
  • Evaluate and recommend new educational technologies to improve teaching and learning outcomes.
  • Assist in the management and maintenance of educational technology infrastructure.
  • Stay current with trends and best practices in educational technology and digital learning.
  • Contribute to projects aimed at enhancing the digital learning environment.
  • Ensure compliance with accessibility standards (e.g., WCAG) for digital content.

This position offers a hybrid work arrangement, combining remote flexibility with in-office collaboration in Jacksonville, Florida, US . We are looking for a proactive individual with a passion for technology and education. The ideal candidate will possess strong technical skills, excellent problem-solving abilities, and a commitment to supporting our educational community. Experience with various LMS platforms, content creation tools, and a strong understanding of pedagogical principles related to technology integration are essential. This role is vital in empowering our users to leverage technology effectively for academic success.

Qualifications:
  • Bachelor's degree in Information Technology, Education, or a related field.
  • Minimum of 3 years of experience in an educational technology support or specialist role.
  • Proficiency with Learning Management Systems (e.g., Canvas, Blackboard, Moodle).
  • Experience with multimedia and content creation tools (e.g., video editing, graphic design).
  • Strong understanding of web technologies and troubleshooting.
  • Excellent communication, interpersonal, and customer service skills.
  • Ability to work independently and as part of a team.
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Technical Support Lead

32201 Riverview, Florida $65000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client is seeking a proactive and skilled Technical Support Lead to manage their customer service operations in **Jacksonville, Florida, US**. This hybrid role requires an individual who can effectively lead a team, resolve complex technical issues, and ensure a high level of customer satisfaction. You will be responsible for supervising daily support activities, mentoring junior support staff, and developing support documentation and procedures. Your key duties will include handling escalated customer inquiries, troubleshooting software and hardware problems, and coordinating with engineering and product teams to address bugs and feature requests. You will also play a crucial role in identifying trends in customer issues and providing feedback to improve product usability and reliability. The ideal candidate will have a strong background in technical support, with a proven ability to diagnose and resolve a wide range of IT-related problems. Excellent communication and interpersonal skills are essential for interacting with both customers and internal teams. You will need to be comfortable managing a support ticketing system and ensuring timely resolution of all requests. This position offers a hybrid work model, allowing for a balance between remote work flexibility and in-office collaboration in **Jacksonville, Florida, US**. You will be expected to be present in the office for key team meetings, training sessions, and critical problem-solving events. A passion for technology and a commitment to delivering exceptional customer service are highly valued. The ability to analyze support data and implement process improvements will be a significant advantage.
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Technical Support Engineer

32202 Riverview, Florida $60000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client is seeking a dedicated and problem-solving Technical Support Engineer to join their customer service team in Jacksonville, Florida, US . This role is crucial for providing exceptional technical assistance to customers, ensuring their issues are resolved efficiently and effectively. The ideal candidate will have a strong aptitude for troubleshooting complex technical problems, a patient demeanor, and excellent communication skills. Responsibilities include responding to customer inquiries via phone, email, and chat; diagnosing and resolving hardware, software, and network issues; documenting support interactions and solutions; escalating complex issues to higher-level support teams when necessary; and contributing to the development of knowledge base articles and FAQs. You will be expected to maintain a high level of customer satisfaction by delivering timely and accurate technical support. A Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent practical experience, is required. Proficiency with operating systems (Windows, macOS, Linux), common software applications, and basic networking concepts is essential. Experience with ticketing systems (e.g., Zendesk, ServiceNow) and remote support tools is highly desirable. Strong analytical and problem-solving skills, coupled with the ability to explain technical information to non-technical users, are critical. This is a great opportunity to work with a supportive team and grow your career in technical support. The ability to work independently and as part of a team, manage your workload effectively, and maintain a positive attitude under pressure is key.

Key Responsibilities:
  • Provide first and second-tier technical support to end-users.
  • Troubleshoot and resolve hardware, software, and network-related issues.
  • Respond to support requests via various communication channels.
  • Document all support activities and resolutions in a ticketing system.
  • Escalate unresolved issues to appropriate technical teams.
  • Create and update knowledge base articles and user guides.
  • Assist with the setup and configuration of new hardware and software.
  • Identify recurring issues and provide feedback for product improvement.
  • Maintain a high standard of customer service and satisfaction.
  • Participate in training sessions to stay updated on product knowledge.
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Lead Information Technology Specialist

New
34623 Clearwater, Florida Teamwork Commerce

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 IT Specialist/Lead


The IT Specialist is an internal facing position within Retail Cloud Technologies (RCT), DBA Teamwork Commerce. 


The ideal candidate would have 2 – 7 years experience in the I.T. field, servicing fellow employee’s IT needs. While technical knowledge is important, communication skills to work well with internal contacts is vital, along with experience in fundamental project planning and execution.

The primary function of the IT Specialist/Lead is the internal hardware, networking and infrastructure service point providing internal technical support to employees on hardware and software setup, maintenance, and issue resolution support. The position is the primary point of support for Teamwork Commerce employees in the Clearwater, FL corporate office, U.S. remote employees, and employees in our Queretaro Mexico Office. Occasionally, due to time of day, support may be required for our employees in Ireland, United Kingdom, and China. 


The IT Specialist/Lead duties include the following, as well as any other duties which forward the purposes of those actions listed above and contained in the list below: 

Works to set up new computers, helping to purchase, update/upgrade, install RCT agreed-upon software solutions, and assist accounting in inventory management of these assets

● Quickly respond to hardware/networking/infrastructure issues at the Clearwater Office, or by phone or email with remote employees

● Assist the Cloud Services team, based in Ukraine, in any US infrastructure configuration additions or changes

● Help provide expert knowledge on “break/fix” issues relate to hardware, networking and infrastructure

● Regularly monitors the IT industry to recommend new standards for company laptops, tablets, and other devices

● Suggest improvements in Information Technology processes

● Take initiative on Information Technology advancements including recommending action, creating a project plan, and executing, or getting others to execute, on bringing the plan into existence. 

● Keep current on company physical and cyber security policies and procedures (including privacy), apply them, and report anything unusual to IT Security and Office Management

● Other related tasks that may be needed for the roles. 

Qualifications

Experience in the following is required.

- Windows and Mac laptop hardware architecture 

- Windows/Mac Operating systems, settings, and configurations

- Deploying, installing, configuring, and supporting company-based software such as Microsoft 365, Google Workspace, Slack, Chrome, 

- Premise-based Windows networking technology 

- Support of Cloud-hosted solutions with smart clients

- Organizing/Planning deployments of new software/tools/updates

- Working with a diverse team of professionals with varying levels of technical skills

- GREAT communication, attention to details and follow ups

- Make recommendations on how to improve processes

- Think forward (Be proactive) 

- Initiatives and research

- Basic MDM knowledge: MAC and Windows

- Basic network knowledge

- Take challenges

- TEAM PLAYER

- Security Awareness

- Certifications are a plus

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