Sales Training Manager

Responsibilities Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences Develop training focused on territory management, segmentation, and advisor engagement strategies Partner with Sales Leaders to promote consistent coaching practices and performance development Requirements 5–10+ years of experience in financial services sales, distribution, or sales training Demonstrated experience working with investment products including mutual funds, ETFs, SMAs, alternatives, and model portfolios Experience supporting or partnering with a wholesaling or distribution organization Strong facilitation, presentation, and communication skills across diverse audiences Ability and willingness to travel as needed (approximately 33–50%) Prior experience as an internal or external wholesaler is preferred Relevant securities licenses (e.g., Series 6, 7, 65, or 66) preferred or ability to obtain Experience working across multiple distribution channels (RIA, broker‑dealer, wirehouse, bank, institutional) Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator) Certifications & Qualifications Series 6 Series 7 Series 65 Series 66 #J-18808-Ljbffr