Training & Engagement Program Manager

Job description

Job summary: This individual will play a key role in enhancing the professional development of financial advisors and their staff within the firm. The ideal candidate will have expertise in designing, delivering, and evaluating corporate training programs that support both individual growth and organizational goals. As a trusted partner, the Learning & Development Specialist will foster a learning culture that drives continuous improvement, employee engagement, and business success. Let’s talk job responsibilities: - Initiate campaigns that direct our sales teams with a strategic account to discover sales opportunities and to drive production goals. - Continuously review updates and changes to policies & procedures and technology to become a Subject Matter Expert (SME) and act as a resource to sales leadership and others - Assess training needs, including existing course requirements and projected course requirements - Create training collateral (e.g., quick reference cards) to simplify learning and increase retention - Conduct task analysis and develop workflow documentation that can be leveraged by the field - Evaluate and make recommendations on capacity modeling and utilization...