Develop and deliver comprehensive educational content to meet corporate objectives for a diversified financial services holding company. Analyze training needs and curriculum design. Present new hire orientation registration training and courses on customer service, email correspondence, telephone skills, business ethics and professionalism, and operations applications and overviews. Train financial advisor support staff, trainers, and front line, middle, and back office personnel. Serve as in-house interdepartmental liaison. Ensure consistent, professional operations. COURSE DEVELOPMENT AND PRESENTATION Consult with clients to determine goals. Identify learning objectives. Research with subject matter experts to compile accurate course content. Develop lesson plans. Write activity-based experiential customer service, operations, financial industry knowledge, business ethics and professionalism, and technical training instruction modules. Create multimedia instructional materials in PowerPoint, print, and e-Learning formats. Verify quality. Record presentations for archived learning management system. Implement approved course updates to address technical, requirements, or procedural changes. • Write training programs for 3 departments – operations, compliance, and Raymond James bank COURSE ADMINISTRATION Verify attendance and track student course completion. Administer and evaluate course content and e-learning event quality assurance reviews. Distribute, compile, and analyze course evaluations. Evaluate participant comprehension and responses to content and learning experience. Maintain learning management system, student transcript files, and course schedules and updates.