VP, Field Force Training

How will this role impact First Command?

First Command is evolving its Field Force capability to support scalable growth, improved client outcomes, and greater consistency across advisor performance. The Vice President, Field Force Training, will have a critical role in this transformation by leading the field force training team as it modernizes, innovates, and matures its ability to enable advisors and field leaders to perform at even higher levels in service to our clients and business.

Although focused principally on Field Force Training capability, their leadership and expertise will contribute meaningfully toward the establishment of future-state enterprise-level training readiness. This currently includes addressing training needs associated with projects across the enterprise portfolio, as required.

This role is not limited to training design and delivery, but is responsible for defining and executing a forward-looking, data-driven training strategy that directly links capability development to business outcomes, including advisor productivity, client acquisition, client experience, and long-term growth. Such a strategy will include relevant and well-communicated success measures that create a training culture focused on being accountable to our clients, field force, and business.

The Vice President will bring external industry perspectives and best practices to elevate First Command’s approach to advisor onboarding, sales effectiveness, portfolio-related training, development, field execution, and foundational practice management concepts, while helping shape a more consistent and coordinated training approach across related field functions, aligned to enterprise and business objectives.

A key priority is aligning training strategy with the Advisor and Client Life cycles, ensuring that capability development is targeted, measurable, and tied to the specific behaviors and outcomes required at each stage.

The result will be a fully integrated field training capability within an ecosystem that drives performance, accelerates advisor success, strengthens the client experience, and contributes to First Command’s evolving enterprise training capability.

• Lead the Field Force Training team as it modernizes, innovates, and matures its ability to equip advisors and field leaders to perform at higher levels in service to clients and the business.
• Define and execute a multi-year Field Force Training strategy that informs and supports enterprise growth objectives and Advisor Operations priorities.
• Establish the vision, standards, and operating model for Field Force Training, creating a scalable and consistent enterprise-wide training ecosystem that evolves with business needs.
• Evolve training into a field force performance enablement function that integrates onboarding, coaching, digital tools, in-field application, sales effectiveness, portfolio expertise, and foundational practice management disciplines that contribute to advisor success.

• Establish and implement a data-driven training and performance framework that links training investments to measurable business outcomes.
• Partner with Advisor Operations, Analytics, and Field Leadership to define and track key performance indicators such as advisor ramp velocity, productivity, retention, and client outcomes.
• Use insights and analytics to continuously refine content, delivery models, and interventions, while building a model that is repeatable and scalable across the organization.

• Partner with Advisor Operations to ensure training is fully aligned to Advisor and Client Lifecycle…