Firm Training Manager

Are you a collaborative professional with a proven ability to build effective relationships and foster teamwork across dispersed and diverse groups? This role leads strategic learning initiatives that strengthen firm capabilities, support change initiatives and enable sustainable growth. It is responsible for building and delivering end‑to‑end training that enables Career Development Managers (CDMs), firm staff, and leaders to execute workflows with speed, accuracy, and full compliance.

They will navigate and cultivate relationships with new and existing firms and ensure expeditious operational readiness.

This role goes beyond training delivery to serve as a strategic partner, aligning firm learning initiatives with business priorities, and long‑term growth. Strong relationship management with new and existing firms is essential to promote seamless onboarding and sustained operational excellence.

• A clear and proactive communicator who can translate complex regulatory and operational steps into simple, teachable processes for dispersed audiences.

• A facilitation expert—equally comfortable running live virtual sessions, in‑person workshops, and on‑demand learning.

• A process thinker who maps workflows, identifies failure points (e.g., NIGO drivers), and designs training that prevents rework.

• A self‑starter who thrives in fast‑moving environments, managing multiple training cycles and stakeholder needs with sound judgment on when to elevate issues.

• A collaborator who builds trust with field leaders, office managers, and functional partners to embed training into day‑to‑day operations.

As a key member of our team, you will navigate and cultivate relationships with new and existing firms and ensure expeditious operational readiness. Key components of the work you will drive include:

• Architect and Execute learning strategies for ACL licensing & Firm New Business processing

• Own the end‑to‑end firm learning strategy, integrating onboarding, and continuous improvement to advance organizational priorities.

• Translate business needs into scalable learning solutions.

• Advance organizational effectiveness through impactful learning and development initiatives.

• Ensure knowledge transfer and sustained application of learning in day‑to‑day work.

• Strengthen leadership and operational readiness through continuous capability development.

• Measure and improve

• Use field usage and feedback to iterate content, retiring low‑value materials and promoting high‑impact guides/videos.

• Act as an integral member of the Firm Resource Group, offering support and backup to other functions as required.

• Manage the administration of the Agency Management Program (AMP) by coordinating roster reviews, overseeing role approval and verification cycles, and ensuring participants meet AMP role and compliance requirements in partnership with SMEs and agency contacts.

• The role manages the annual Broker Appointment Sweep by identifying appointments with no new business in the past two years, confirming exceptions, and coordinating with compliance, data, and operations teams to ensure accurate terminations and reinstatements. This includes reviewing resident‑state and out‑of‑territory considerations, monitoring appointment fees, and helping control costs while ensuring brokers can be reappointed quickly when new business is submitted.

• 5+ years in insurance/financial services with direct experience in agent contracting & licensing and/or new business processing.

• Demonstrated curriculum design and facilitation experience (virtual and in‑person).

• Strong process mapping, documentation, and SOP development skills.

• Proficiency with learning tools (LMS, virtual facilitation platforms) and productivity apps (Excel/Sheets, PowerPoint/Slides).

• Data literacy—able to define metrics, build simple dashboards, and use insights to improve training impact.

• Up to 50% travel within the U.S. for onsite training, firm onboarding, and key rollouts (as business needs dictate).

$86,210.00 - $

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will…