Retirement Plan Specialist/Trainer

Job Description Summary

The Retirement Plan Specialist/Trainer plays a key role in developing newly onboarding and seasoned associates within Retirement Plan Services through direct coaching, guidance, and performance support. 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. Responsibilities include guiding associates through daily activities, monitoring performance trends, and identifying opportunities to enhance productivity and accuracy. 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. It may also support RPS processing functions and contribute to quality initiatives and procedure enhancements.

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN , or Southfield, MI.

Job Description

Responsibilities:

• Assess the work performance of their trainees and identify areas that need improvement.

• Ensure that trainees are achieving goals, and that deadlines and performance standards are met within the training environment.

• Train and onboard new hires to make sure they understand their roles.

• Set goals for trainees and make sure they comply with the company’s plans and vision.

• Administer training for designated for groups with the ability to deliver, project and motivate trainees through effective training methodologies both in group and individual classroom dynamics.

• Manage the learning experience consistent with firm philosophy and strategy.

• Continue to evolve programs and curriculum for new hire onboarding and in-job training.

• Analyze the effectiveness of training and workshops to the employees and develop modification if needed.

• Collaborate with the firm’s management to identify training needs and schedule appropriate training sessions for employees.

• Develop and maintain systems to monitor and ensure employees are performing their responsibilities according to the training.

• Ensure the compliance of the firm’s employees to cooperate with standards and procedures during training sessions.

• Provide support and mentoring for new employees while conducting an evaluation and identifying sections where improvements are needed.

• Design and disseminate educational material such as module summaries٫ videos and others.

• Provide support and mentorship to new employees.

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Knowledge of:

• Operations and Retirement Plan Department systems.

• Investment concepts, practices, and procedures used in the securities industry and as required by Retirement Plan Department .

• Thorough knowledge of adult learning techniques, including emotional intelligence skills.

Skills:

• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel

• Identifying and resolving operational issues.

• Operate standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

• Manage stressful situations and provide an elevated level of customer service in a calm and professional manner.

• Partner with other functional areas to accomplish objectives.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Lead the work of others and provide cross-training, coaching and mentoring.

• Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes with benefit of formal organizational authority.

• Interpret and apply policies to in turn identify and recommend changes as appropriate.

• Implement training programs, making changes as needed to improve training courses.

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

• Serve as a role model and provide an elevated level of customer service.

• Establish and maintain effective working relationships at all levels of the organizations.

• Achieve thoroughness and accuracy when accomplishing a task.

• Understand and operate effectively all client management systems.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.