About The Position

The Director in Field Learning leads a team and is accountable for the strategy, design, and execution of learning experiences for a significant portfolio of work that accelerates advisor, branch team, and firm performance. The role aligns learning and capability development with business priorities, translating organizational goals into scalable solutions that drive measurable behavior change, performance improvement, and business growth. The Director partners across Field Learning and related functions to prioritize investments, shape multi-year learning roadmaps, and deliver integrated programs that build critical capabilities at speed and scale. Through direct and matrix leadership, the role develops talent, influences stakeholders, and ensures learning initiatives create meaningful and sustainable business impact.

Requirements

  • Master’s degree or equivalent experience in Education, Organizational Psychology, Human Capital Management, or a related field.
  • At least 7 years of experience in corporate learning, performance, consultation, or a similar role, including at least 3 years in a leadership role.
  • Strong analytical skills.
  • Superior verbal and written communication skills, with the ability to influence directly and indirectly.
  • Knowledge of change leadership, systems thinking, and integration.
  • Ability to develop an understanding of how changing industry standards may affect the firm as they relate to branch support.
  • Advanced knowledge of Talent Management, Learning Sciences, Instructional Design, and modern learning experience tools and methodologies.

Responsibilities

  • Define and execute a multi-year Field Learning strategy aligned with capability development, business priorities, and performance outcomes.
  • Lead a portfolio of scalable learning and performance strategies and programs that drive measurable behavior change, skill development, and business results through an integrated experience across advisor-facing audiences.
  • Partner with senior business leaders to identify capability needs, establish priorities, and translate strategic objectives into learning investments and delivery plans.
  • Lead and develop high-performing teams through direct and matrix leadership, building organizational capabilities and fostering continuous growth.
  • Drive strategic prioritization, resource allocation, and roadmap planning to maximize the business value and impact of learning initiatives.
  • Provide direction and clearing for senior associate leads overseeing the design, implementation, and measurement of integrated learning experiences, ensuring quality, consistency, scalability, and adoption.
  • Use business data, performance metrics, workforce insights, and market trends to inform decisions, optimize learning strategies, and evaluate outcomes.
  • Apply expertise in advisor and branch team effectiveness, industry best practices, and performance enablement to evolve learning solutions.
  • Influence and lead cross-functional initiatives connecting learning, talent, and business priorities into cohesive capability-building strategies.
  • Establish accountability, governance, and measurement frameworks to ensure learning programs deliver sustained performance improvement and organizational value.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and AD&D coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Potential bonuses
  • Potential profit sharing
  • Employee Assistance Program
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service