Provide leadership to a diverse team of financial services learning professionals.
Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues.
Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions.
Develop and manage the strategic roadmap for the learning and development function across the business.
Collaborates with stakeholders to develop strategic training plans that align with business goals and needs
Leads a team of learning professionals; provides guidance, support, and development opportunities.
Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies
Lead by example and can deliver training education programs virtually and in-person.
Evaluate training effectiveness and return-on-investment (ROI) of training initiatives.
Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans.
Develop and monitor metrics to measure the impact of learning programs on business outcomes.
Stay current with industry trends and best practices in learning and development to continuously innovate learning programs.
Serve as a thought leader and internal consultant on learning and development-related topics.
Ensure compliance with relevant regulations and policies.
Requirements
Bachelor’s degree in adult learning, organizational development, instructional design, or equivalent experience
Experience in the financial services industry
10+ years of experience in learning and development
Experience conducting field training that supports sales or product education
Experience managing a team
Strong track record (KPIs) in training development and design
Outstanding verbal and written communication and facilitation skills
Proficient in LMS tools and learning and development software
Experience training financial professionals, agents, advisors, or brokers
Bilingual a plus (Spanish or Chinese)
Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
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