Client Service - Manager, Advisor & Employee Training Programs

Kestra • Austin, TX

20h

About The Position

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The Manager of Advisor & Employee Training Programs is responsible for designing, implementing, and overseeing comprehensive learning initiatives that enhance the skills, knowledge, and performance of both advisors and departmental employees. This role ensures training strategies align with organizational goals, regulatory requirements, and industry best practices, fostering a culture of continuous learning and professional growth.

Requirements

• Bachelor’s degree in Human Resources, Education, Business Administration, or related field
• 7+ years of experience in training, learning & development, or talent management, with at least 3 years in a leadership role.
• Strong knowledge of adult learning principles, instructional design, and training technologies. Certifications preferred
• Excellent communication, facilitation, and leadership skills.
• Proven ability to manage multiple projects and stakeholders simultaneously.
• Strategic Thinking & Planning
• Leadership & Team Development
• Communication & Presentation Skills
• Analytical & Problem-Solving Abilities
• Adaptability & Innovation

Responsibilities

• Develop and execute a strategic training plan for new and existing advisors and employees across all operating group department.
• Assess training needs through surveys, performance data, and stakeholder feedback.
• Design engaging learning programs, including onboarding, compliance, leadership development, and skill-specific workshops.
• Oversee the creation of training materials, e-learning modules, and blended learning solutions.
• Partner with department heads to ensure training content is relevant, up-to-date, and impactful.
• Monitor and evaluate training effectiveness, adjusting programs as needed for maximum ROI.
• Manage training budgets, vendor relationships, and learning management systems (LMS).
• Lead, mentor, and develop a team of training specialists and facilitators.
• Ensure compliance with industry regulations, certifications, and continuing education requirements.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Manager