Team Ldr, HO Learning

Edward Jones

10d

About The Position

As the Field Learning Leader, you will lead a team responsible for designing and delivering learning strategies and solutions that enhance branch performance and support enterprise priorities. You will partner with Practice Management leaders, field leaders, business stakeholders, and Enterprise Learning teams to identify capability gaps, align learning initiatives to business objectives, and drive the adoption of new skills, behaviors, and ways of working across the field.

This role combines strategic leadership, learning expertise, and business partnership to prepare branch teams to meet clients’ evolving needs while advancing the firm’s Human-Centered Complete Wealth Management strategy. The position calls for a collaborative leader with strong branch acumen, a passion for learning and development, and a proven ability to build high-performing teams that deliver measurable business outcomes.

Requirements

• 7+ years of experience in Learning & Development, Performance Consulting, Organizational Development, Talent Development, Practice Management, Financial Advisor Development, or a related field.
• 3+ years of experience leading, coaching, and developing teams.
• Experience partnering with senior leaders to identify capability gaps and develop learning strategies aligned with business objectives.
• Experience leading the design, development, implementation, and evaluation of learning programs and performance solutions.
• Experience managing multiple strategic initiatives and stakeholders in a matrixed environment.
• Experience using learner feedback, business metrics, and performance data to measure effectiveness and improve outcomes.
• Experience supporting organizational change, adoption, and capability-building initiatives.
• Experience within financial services, wealth management, banking, insurance, or a similarly regulated industry.

Nice To Haves

• Experience working directly with Financial Advisors, branch teams, or field leadership.
• Experience supporting Practice Management, Coaching, Advisor Development, Sales Enablement, or Business Development initiatives.
• Experience leading enterprise or field-wide learning and adoption programs.
• Experience with learning technologies, virtual learning platforms, and performance support tools.
• Experience supporting adoption of new technologies, digital tools, AI-enabled solutions, or business processes.
• Experience facilitating leadership development, coaching, or capability-building programs.
• Experience collaborating across multiple business functions to drive enterprise-wide learning strategies.

Responsibilities

• Partner with Practice Management leaders, field leaders, and key stakeholders to identify capability gaps, prioritize learning needs, and develop strategies that support business objectives and field performance.
• Lead and develop a team of learning professionals, fostering continuous learning, innovation, collaboration, and accountability.
• Oversee the design, development, and delivery of learning solutions that build capability, drive adoption of new tools and processes, and support practice growth across the field.
• Collaborate with Enterprise Learning and cross-functional partners to ensure learning initiatives are aligned, scalable, and consistent with enterprise priorities and standards.
• Leverage learning insights, business metrics, and learner feedback to evaluate effectiveness and continuously improve programs and performance outcomes.
• Support strategic change initiatives by preparing branch teams to adopt new technologies, processes, and ways of working through targeted learning and performance support.
• Ensure learning programs meet regulatory, compliance, and enterprise requirements while delivering business impact and supporting colleague development.
• Champion continuous improvement, innovation, and knowledge sharing to build capabilities critical to delivering Human-Centered Complete Wealth Management.

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 at no cost to associates
• Basic life and basic AD&D coverage at no cost to associates
• 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
• Associates may be eligible for bonuses and profit sharing
• Employee Assistance Program for all associates

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed