Training Manager

Our client, a financial services firm, seeks an experienced Training & Development Manager to join their team.

JOB DESCRIPTION

The responsibility of the Training Manager is to educate and develop financial representatives (FRs) who are in their first five years of the business, with an emphasis on the first year FRs. This involves working with the Director of Training (DOT), Director of Development (DOD), Chief Growth Officer (CGO) and network office leadership to implement existing training, develop new programs, support and facilitate multiple levels of training for financial representatives and supporting staff and promote the growth and development of individual representatives and their teams.

Responsibilities

• Facilitate Fastrack Sales School. Guide candidates through the training requirements, with an emphasis on language preparedness. Help facilitate Basics Day. Schedule local expert trainers. Be the main point of contact for all candidate concerns to ensure a smooth onboarding experience.
• Work with Recruiting and Contracting Coordinators for onboarding requirements.
• Work with the CGO and Development Department to update and implement the annual training calendar for the network office. Proactively communicate calendar to all appropriate parties.
• Assist as needed in facilitating Weekly Training, Client Builder Study Groups, Network Office Days, as well as other office training programs with outside speakers. Assign and monitor pre-work, assign and prepare individual faculty members, attend and oversee all scheduled training, monitor scheduled phoning times and field days, coordinate assignment of homework, homework debriefs, office standards and expectations.
• Serve as an Activity Coach. Meet with FRs in their first 6-12 months in the business to keep them accountable to Granum Level Activity. Partner with leadership and other mentors to monitor individuals’ overall progress and results by monitoring metrics and measurements of productivity.
• Help keep FRs accountable as they study for their FINRA NMIS licenses and implement study plans as needed.
• Disseminate continuing education programs and components, communicate to financial representatives, support progress, and celebrate achievements.

Qualifications

• Bachelor’s Degree, preferably in adult education or business administration.
• Two-four years of experience developing and facilitating training programs.
• Two-three years of financial services and/or sales industry experience preferred.
• Instructional design experience and superior presentation skills.
• Work effectively with people at all levels and build strong relationships.
• Effectively manage time to address multiple priorities.
• Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.
• Life, Accident & Health License within 90 Days of employment start date.
• FINRA SIE, Series 6/7, Series 63 strongly desired within 12 months of employment start date.

This position is on-site five days a week.