Job Summary:
Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver complex specialized groups training/workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams on practice and business management issues. Evaluates end results for established goals and objectives. Maintains consistent contact with advisory teams to identify, research and resolve business management, training & development opportunities. Provides technical leadership for work teams in specialized functional or process areas. Implements coaching programs, projects, or processes for a major segment of a complex function or a small diverse business. Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics to ensure effectiveness of programs.
Essential Duties and Responsibilities:
Advanced knowledge of:
Advanced skill in:
Ability to:
Licenses/Certifications:
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: