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Raymond James Financial, Inc. Mutual Fund Reconciliation Support Specialist - Department Trainer in Southfield, Michigan

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through experience and training to design, develop and deliver more complex operations training on back-office functions, applications, procedures and compliance within Mutual Fund Reconciliation area. Using standardized instructional design framework, partners with the assigned business units(s) to take training from concept to implementation in a way that supports the business need and is in line with corporate objectives. Assists in identifying, researching and resolving training issues and deliver training that results in enhanced knowledge, skills and abilities of participants.

Essential Duties and Responsibilities:

  • Consults with leadership team to provide strategic direction on departmental training.

  • Designs and develops train-the-trainer programs on new applications and processes, as assigned.

  • Provides tactical support in creating training to support the varied needs of Mutual Fund Reconciliation associates and department trainers across a multi-site environment. This may include:

  • Analyzing education needs and audience to establish relevant goals

  • Designing training objectives and an plan to meet established goals

  • Developing training tools, materials and activities for participants

  • Implementing the training program, including logistics planning, facilitation, coordination of guest speakers, preparing department trainers, etc.

  • Evaluating the effectiveness of training and implementing follow-ups or updates

  • Identifies educational opportunities for operational associates and trainees.

  • Coordinates seminars, including marketing, registering participants, arranging for presenters, creating agendas and managing on-site activities.

  • Designs and develops learning objectives and lesson plans in compliance with organizational and regulatory requirements.

  • Delivers assigned operations training that results in enhanced knowledge, skills and abilities of participants.

  • Communicates information about trainee performance assessments to appropriate entities and performs post-training evaluations of all learning activities.

  • Maintains and updates Departmental, Operations, and Compliance Policies and Procedures Guides, as required.

  • Creates user manuals, quick reference guides and other job aids.

  • Prepares and delivers written and oral presentations as presenters.

  • Consults with software development teams prior to application implementation and develops appropriate learning materials.

  • Participates in evaluating new software applications and recommends procedural changes to workflow, forms and compliance record keeping.

  • Participates in creating marketing campaigns and materials for training programs and services, which may include marketing, registering participants, arranging for presenters, creating agendas and managing on-site activities; as well as gathering feedback and developing/maintaining content.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

  • Company's working structure, policies, mission and strategies of the organization.

  • Operational processes and procedures of assigned functional areas.

  • Adult learning theories/methods

  • Basic concepts, principles and practices of the financial services industry.

Skill in:

  • Analyzing training materials and learner information.

  • Preparing instructional sites.

  • Managing the learning environment and delivering effective instruction.

  • Responding to learner needs for clarification or feedback.

  • Providing positive reinforcement and motivational incentives.

  • Selecting and using appropriate instructional methods and media.

  • Evaluating learner performance and reporting evaluation information.

  • Evaluating instructional delivery.

  • Operating standard office equipment and using required software applications.

Ability to:

  • Partner with other functional areas to accomplish objectives.

  • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

  • Incorporate needs, wants and goals from different business unit perspectives into training plans.

  • Read, comprehend and apply technical information.

  • Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions.

  • Communicate effectively, both orally and in writing.

  • Work independently as well as collaboratively within a team environment.

  • Provide a high level of customer service.

  • Establish and maintain effective working relationships.

  • Attend to detail while maintaining a big picture orientation.

  • Maintain currency in operational issues, procedures, training techniques and methodologies.

Educational/Previous Experience Requirements:

• Bachelor’s degree and two (2) years operations or training experience in a financial services environment.


• Any equivalent combination of education, training and/or experience approved by Human Resources.


  • FINRA Series 7 or 99 license preferred.

Job: Operations

Organization: Operations & Administration

Title: Mutual Fund Reconciliation Support Specialist - Department Trainer

Location: MI-Southfield-Southfield

Requisition ID: 1901015

Other Locations: US-FL-St. Petersburg-Saint Petersburg