Learning & Development Manager
About The Position
The Learning & Development Manager supports wealth management associates through collaboration, mentoring, and development initiatives, helping them build the skills to provide clients with a consistent experience and grow their practices. The role focuses on improving consistency in client engagement execution and accelerating associates’ time to productivity. It also develops practice-management routines and facilitates strategic training to help associates advance opportunities through the client engagement process. The position supports associate development in foundational areas such as communication skills, solution offerings, and practice-management techniques. It partners with management to assess development needs, create growth plans, deliver collaborative training, and measure program effectiveness. The manager also helps associates improve client interactions, manage activity and pipelines, plan and debrief meetings, refine business-development strategies, use client feedback, and adopt consultative selling practices. The role works with associates and leaders to share effective practices and learn from high-performing associates, using a blend of learning methods to support retention and scalability. The posting lists a university degree as preferred and five or more years of work experience as required, with seven or more years preferred.
Requirements
- At least 5 years of work experience.
- Series 7, Series 63, Series 65, and Series 66 registrations are listed.
Nice To Haves
- University degree preferred.
- At least 7 years of work experience preferred.
Responsibilities
- Support the development of associates to improve speed to productivity.
- Help associates consistently deliver an end-to-end client engagement process using financial-planning-based advice, deep discovery, and implementation of solutions.
- Partner with the management team to design and develop growth plans that improve consistency in productivity.
- Identify development needs and priorities, and create plans to improve productivity and effectiveness.
- Provide collaborative training to associates developing skills and abilities needed to execute their roles.
- Use quantitative and qualitative needs-analysis techniques to prioritize learning and development efforts.
- Measure key metrics to assess the impact and success of development programs.
- Develop associates’ practice-management, solution-delivery, and business-building techniques.
- Conduct development sessions on client interactions, including value propositions, client discovery, presentation skills, solution delivery, objection resolution, and asking for introductions.
- Help associates achieve activity goals and manage their pipelines.
- Assist with pre-meeting planning and post-meeting debriefs to improve client-engagement effectiveness.
- Identify opportunities to drive behavior change and performance improvement.
- Develop and execute programs and routines that help associates analyze their practices, set improvement targets, and refine business-development strategies and activities.
- Help associates leverage client feedback, refine the client experience, and create a culture of introductions.
- Help associates become proficient and effective through consultative selling practices.
- Work with associates and leaders to share stories, methods, best practices, and successes.
- Understand the practices and behaviors of high-performing associates.
- Execute a blend of learning methods to maximize learning retention and scalability.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Depending on the role, participation in an incentive program linked to performance may be included.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
