Field Learning Leader - Practice Management

Edward Jones

About The Position

The Field Learning Leader, Practice Management, leads a team responsible for designing and delivering learning strategies and solutions that enhance branch performance and support enterprise priorities. The role partners with Practice Management leaders, field leaders, business stakeholders, and Enterprise Learning teams to identify capability gaps, align learning initiatives with business objectives, and drive adoption of skills, behaviors, tools, processes, and ways of working across the field. The position combines strategic leadership, learning expertise, and business partnership to prepare branch teams to meet evolving client needs while advancing the firm's Human-Centered Complete Wealth Management strategy. The successful candidate is a collaborative leader with strong branch acumen, a passion for learning and development, and the ability to build high-performing teams that deliver measurable business outcomes. The position also supports regulatory, compliance, and enterprise requirements while promoting colleague development, continuous improvement, innovation, and knowledge sharing.

Requirements

At least 7 years of experience in Learning & Development, Performance Consulting, Organizational Development, Talent Development, Practice Management, Financial Advisor Development, or a related field.
At least 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 stakeholders to identify capability gaps, prioritize learning needs, and develop strategies aligned with business objectives and field performance.
Lead, coach, 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 align learning initiatives with enterprise priorities and standards and ensure they are scalable.
Use learning insights, business metrics, performance data, and learner feedback to evaluate effectiveness and continuously improve programs and outcomes.
Prepare 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 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
Basic life and basic 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 and personal days
Paid day for volunteerism
Associates may be eligible for bonuses and profit sharing
Employee Assistance Program