Director of Development

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The Director of Development (DOD) is responsible for owning the overall training and development infrastructure for advisors with fewer than 5 years of experience in the Downtown San Diego office. The DoD is expected to be knowledgeable regarding activity, productivity, and career milestone expectations for full-time financial advisors and have the skill set necessary to influence behavior and achieve results across all categories.

The DoD coaches all advisors in their first 24 months and provides ongoing support, thereafter, serving as the primary relationship touchpoint and positively influencing retention of new advisors.

This individual will also engage in the selection process, conveying expectations to candidates and discussing our training platform in detail. The DoD is expected to have significant input and responsibility for enterprise goal creation and tracking.

A key leader in the office, the DoD should be prepared to add value in every interaction with new advisors including assigning joint work partners, working through mental obstacles, providing language development and sales cycle refinement, conducting trend analysis in an individual’s practice, and more.

Additional responsibilities may include running leadership meetings, interfacing frequently with mentors, strategically planning and tactically executing, working with and through other members of the Network Office staff, and owning reporting on key performance indicators/goals.

• Oversee training and development initiatives during the candidate selection process.
• Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises
• Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams.
• Become well-versed in the Culture Index and related coaching technique
• Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed.
• Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors.
• Train representatives on CRM software usage and ensure accountability for accurate data entry.
• Partner with Financial Planning Academy (FPA) and Director of Training to organize training schedules and communicate participant readiness, addressing any gaps or issues.

• Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals.
• Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement.
• Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement.
• Organize and schedule follow-up training sessions throughout the year to reinforce learning and development.

• Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives.
• Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs).
• Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders.
• Manage the Board of Review process, ensuring accountability to expectations.
• Create content for and coordinate weekly in-office development meetings, including but not limited to:
  Monday Morning Meeting, ELP, Road to MDRT.
• Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report.
• Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO).
• Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity
• Prepare end-of-week…