Director, Practice Management Consultant

Janus Henderson Investors • City of Albany, NY

6d • Hybrid

About The Position

Expertly deliver practice management and leadership content to our clients, colleagues and partners in a compelling, entertaining and educational manner
Provide strategic and tactical support in identifying, designing, developing and executing practice management program/content, effective communication, sales strategy, teaming, and leadership programs
Provide input on practice management, teaming, and client service concepts that demonstrate the Firm’s thought leadership in these areas
Enhance the business practices of financial intermediaries at client companies using the both the content described above as well as cutting edge content from external providers which includes executive teams as well as advisors
Provide coaching and training to sales staff on training content and delivery
Partner with Programs Marketing Group to create all program materials, including presentations, white papers, and follow-up materials while collaborating with field leadership soliciting their input
Identify program topics by analyzing industry trends, meeting with industry and academic thought leaders and evaluating suggestions from sales staff
Develop specific project plans, plans resources, and establishes project schedule to meet the needs of the specific business unit
Serve as SME for internal and outsourced white papers, programs for business unit(s) and contribute to promoting programs through articles, videos, and proactive contact with field teams
Perform ongoing business analysis of the industry, identifies trends and potential short- and long-term program needs
Research and select appropriate methods, materials, technologies, content, and resource delivery for each project
Manage relationships with certain program consultants, and oversees externally developed and administered materials and programs
Maintain methods for the evaluation of program effectiveness, measuring effectiveness in the field and coordinates efforts in continually improving practice management programs
Carry out other duties as assigned

Requirements

• 10 years’ experience, with coaching, facilitation and or marketing in the financial services industry
• Four years’ experience developing training programs required
• Bachelor's degree required
• Expert facilitation and presentation skills with a variety of audience sizes, channels and topics
• Competency in different coaching modalities and techniques with the expectation to earn your ACC certification through the ICF within 12 months
• Proven ability to develop effective client presentations
• Strong interpersonal skills and a strong desire and capability to forge relationships with sophisticated and accomplished financial advisors
• Strong verbal and written communications skills
• Ability to provide strategic as well as tactical input to projects, and to conceive how desired results drive design/ positioning as well as direct tactical execution of materials
• Knowledge of learning methods and techniques for structuring programs and be creative, demonstrating ability to contribute to curriculum design
• Familiarity with Kirkpatrick’s four levels of assessment

Nice To Haves

• Master’s degree, such as MBA, preferred
• Graduate work in leadership training and coaching strongly preferred
• Balances Self-Management with adherence to home office directives
• Self-reflective, open to feedback and change
• Strong computer skills, including MS Word, Excel, PowerPoint and Outlook
• Knowledge of company products and the mutual fund/financial services industry, including financial markets and distribution of financial products

Responsibilities

• Expertly deliver practice management and leadership content to our clients, colleagues and partners in a compelling, entertaining and educational manner
• Provide strategic and tactical support in identifying, designing, developing and executing practice management program/content, effective communication, sales strategy, teaming, and leadership programs
• Provide input on practice management, teaming, and client service concepts that demonstrate the Firm’s thought leadership in these areas
• Enhance the business practices of financial intermediaries at client companies using the both the content described above as well as cutting edge content from external providers which includes executive teams as well as advisors
• Provide coaching and training to sales staff on training content and delivery
• Partner with Programs Marketing Group to create all program materials, including presentations, white papers, and follow-up materials while collaborating with field leadership soliciting their input
• Identify program topics by analyzing industry trends, meeting with industry and academic thought leaders and evaluating suggestions from sales staff
• Develop specific project plans, plans resources, and establishes project schedule to meet the needs of the specific business unit
• Serve as SME for internal and outsourced white papers, programs for business unit(s) and contribute to promoting programs through articles, videos, and proactive contact with field teams
• Perform ongoing business analysis of the industry, identifies trends and potential short- and long-term program needs
• Research and select appropriate methods, materials, technologies, content, and resource delivery for each project
• Manage relationships with certain program consultants, and oversees externally developed and administered materials and programs
• Maintain methods for the evaluation of program effectiveness, measuring effectiveness in the field and coordinates efforts in continually improving practice management programs
• Carry out other duties as assigned

Benefits

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• Corporate membership to ClassPass and other health and well-being benefits
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees