Learning Performance Consultant, Practice Desktop

Field Learning helps branch teams build the knowledge, skills, and confidence needed to successfully adopt new tools, processes, and ways of working. The Practice Desktop Team supports this mission by designing and delivering learning experiences, resources, and adoption strategies that help branch teams maximize the value of Practice Desktop capabilities, including Salesforce and other branch technologies. We partner closely with business stakeholders to translate strategic priorities and technology enhancements into practical learning solutions that drive understanding, engagement, and adoption across the field. We're seeking individuals with a continuous learning mindset, strong branch acumen, familiarity with AI-powered tools, and a passion for helping branch teams learn, adapt, and succeed.

What You'll Do As a Learning Performance Consultant supporting the Practice Desktop Team, you will help branch teams build capability and confidence through facilitation, coaching, resource development, and learning support. You will develop expertise in branch technologies, workflows, and the branch experience, using strong communication and facilitation skills to help associates apply new tools effectively in their daily work.

In this role, you will:

• Facilitate engaging learning experiences through in-person, virtual, and on-demand formats focused on Practice Desktop capabilities, including Salesforce and AI-powered tools.
• Design, develop, and maintain learning resources, job aids, guides, and performance support materials that drive adoption and proficiency.
• Deliver impactful presentations, workshops, demonstrations, and coaching sessions that connect technology capabilities to real-world branch applications.
• Partner with field leaders, branch teams, and home office stakeholders to identify learning needs and create solutions that support business objectives.
• Apply adult learning principles, learner feedback, and performance insights to continuously enhance learning experiences and improve outcomes.
• Collaborate with the Practice Desktop Team to understand upcoming enhancements, incorporate field feedback, and prepare branches for successful implementation.
• Support technology adoption through guided practice, reinforcement activities, targeted learning campaigns, and ongoing performance support.
• Analyze participation data, learner feedback, and adoption metrics to evaluate effectiveness and identify opportunities for improvement.
• Share knowledge and best practices across the team while contributing to key initiatives and a culture of continuous learning.
• Act as an early adopter and advocate for emerging tools and capabilities, helping bring them to life through effective training, coaching, and support.

This role requires approximately 10% travel.

Required Qualifications

• Bachelor's degree required; Master's degree preferred
• 7+ years of financial services, training, learning and development, field support, or related industry experience
• FINRA SIE, Series 7, and Series 66 licenses required
• Proven experience facilitating and presenting training programs in both in-person and virtual environments
• Approximately 10% travel required

Preferred Qualifications

• Master's degree
• Experience with Salesforce, My Practice Diagnostics, Copilot, and other business or branch technologies
• Experience developing learning resources, job aids, performance support materials, or training programs
• Experience supporting Financial Advisors, branch teams, or field-facing associates
• Experience leading workshops, coaching sessions, or large-group learning events
• Experience leveraging AI-enabled tools and technologies to improve learning, productivity, or adoption

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.