Training Manager

Our client a financial service firm seeks an experienced Training Manager to join their team.

The responsibility of the Training Manager is to educate and develop financial representatives who are in their first five years of the business, with an emphasis on the first year financial representatives. This involves working with the Director of Training, Director of Development, Chief Growth Officer 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.

• Guide candidates through the training requirements.
• Help facilitate Basics Day and 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 CTO 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, facilitate training as needed, 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 financial reps accountable as they study for their FINRA licenses and implement study plans as needed.
• Disseminate continuing education programs and components, communicate to financial representatives, support progress, and celebrate achievements.

• Bachelor’s Degree, preferably in adult education or business administration.
• Two+ years of experience developing and facilitating training programs.
• Two+ 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.

This position is on-site five days a week.

Salary $85,000 to $90,000

Must be willing to obtain their Health & Life License within the first three (3) months of employment.