Implementation Consultant

Training And Quality Assurance SpecialistDesigns and delivers compliant training for licensed financial advisors and performs quality assurance reviews to support advisor performance and regulatory adherence within a regulated financial services environment.ResponsibilitiesDesign, update, and maintain onboarding and refresher training programs for licensed financial advisors.Deliver live and virtual training sessions and structured coaching engagements.Develop training materials, including presentations, job aids, scenarios, and microlearning content.Apply quality standards to conduct call monitoring and interaction reviews for licensed advisors.Identify performance gaps related to disclosures, suitability, and client communication.Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk.Document quality findings and training activities to support supervisory oversight.Partner with Compliance and business teams to ensure training content aligns with firm policy.QualificationsBachelor's degree in business or financeTwo years of experience in financial services training, quality assurance, or performance managementExperience delivering training or coaching for licensed professionalsWorking knowledge of Financial Industry Regulatory Authority (FINRA) rules and advisor supervision standardsProficient in MS Word, Excel, and PowerPointPreferred QualificationsExperience in brokerage, wealth management, insurance, or investment advisory environmentsFamiliarity with learning management systems, eLearning tools, or call monitoring platformsFINRA Series 6FINRA Series 65 or equivalentWorking ConditionsHybrid EnvironmentThe Salary for this position generally ranges between $65,000-$75,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus of 6% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer—not through text or emailWhat We OfferFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation BenefitsCompetitive PayBonus for Eligible EmployeesBenefits PackagePension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance BenefitsPaid Time Off starting at 160 hours annually for employees in their first year of service.Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).Be Well Company holistic wellness program, which includes Wellness Coaching and Reward DollarsParental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.Adoption AssistanceEmployee Assistance ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsInclusion & DiversityWe believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.Giving BackWe believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.Transamerica's Parent CompanyAegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.