Hybrid Training Director – Financial Planning

Posted last week

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About the role

  • Reporting to our Chief Training and Quality Officer, this role will be responsible for the development, sourcing, and delivery of training content to client facing colleagues.
  • The training and development of Cerity Partner colleagues, both new and tenured, is an integral part of our firm’s culture and growth strategy.
  • Focus on leading the design, development, and delivery of Cerity Partners University for newly hired associates.
  • Develop and deliver case studies for all colleague levels which both challenge technical skills while also developing emotional intelligence and client interaction expertise.
  • Collaborate with local partners to design development plans for their colleagues to either improve performance or accelerate career growth, where applicable.

Requirements

  • Bachelor’s degree in Finance, Accounting, Financial Planning, Business or related field of study.
  • 5+ years of relevant client-facing experience providing holistic financial planning to high net worth individuals, families, and institutions.
  • Deep knowledge and expertise in high net worth financial planning, retirement & cash flow, estate planning, income tax planning, insurance planning, and executive compensation & benefits.
  • You must have strong verbal and written communication skills, professional presentation, and organizational skills.
  • Ability to establish credibility, build consensus and collaborate with discerning, expert advisor colleagues.
  • Your organization and project management skills set you apart from your peers and you use data and data analysis to ground every decision.
  • 2+ years of relevant experience in teaching or training and development preferred.
  • CFP©, CFA, and/or CPA designations preferred.
  • Experience with eMoney, Salesforce, BNA, Holistiplan, Addepar, Orion and Cornerstone software preferred.

Benefits

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Job title

Training Director – Financial Planning

Job type

Experience level

Lead

Salary

$150,000 - $180,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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