Branch Training Manager

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.

Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.

Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

The Branch Training Manager is responsible for the design, development, and delivery of training programs for Wealth Management branches, that strengthen branch operations, ensure compliance with firm policies, and enhance the client experience. This role supports Client Associates, Cashiers, and Branch Office Operations Managers (BOOMs) across all regions and collaborates closely with Wealth Management leaders, Operations, Compliance, Supervision, and Human Capital to align training initiatives with firmwide objectives.

• Successful completion of the Series 7, 66, and 9/10 preferred
• 5+ years of experience in training, learning & development, branch operations, or a related function within financial services or a similarly regulated environment
• Strong operational knowledge of branch workflows, client service processes, and financial industry systems; prior experience as a Client Associate, Operations leader, or Training Specialist is highly valued
• Demonstrated ability to design and deliver training programs, including curriculum development, facilitation (virtual and in person), and evaluation of learning outcomes
• Experience supporting onboarding or transitions in a multi-branch or enterprise environment preferred
• Leadership or people management experience, with the ability to mentor, coach, and guide team members toward shared goals
• Adept at cross functional collaboration, with proven success partnering with Compliance, Operations, Supervision, or other subject matter experts
• Strong communication and presentation skills, with the ability to explain complex operational concepts in clear, approachable ways
• Proficiency with learning technologies, such as Microsoft Office Suite (PowerPoint, Word, Excel, Outlook, and One Note)
• Virtual training tools, and desktop applications (BETA/LSEG, Envestnet, MS Dynamics 360) a plus
• Detail oriented and highly organized, with the ability to manage multiple programs, priorities, and deadlines in a fast paced environment
• Continuous improvement mindset, with experience using feedback and data to enhance training programs and operational processes
• Ability to travel approximately 25% of the time

• Design and deliver comprehensive training programs across all stages of development for Client Associates, Cashiers, and BOOMs, including live instruction, modular learning, and continuous education sessions
• Key member of the Continuing Education Committee, including content review and development
• Develop and maintain training materials and curriculum, ensuring content remains up to date with system enhancements, policy changes, and regulatory requirements
• Partner with the Transition Team to support and provide personalized training for new advisors and support staff, plus post-transition coaching to ensure…