Manager, Service & Operations Training

Focus Financial Partners • St. Louis, MO

11d • $100,000 - $120,000

About The Position

The Manager, Service & Operations Training builds, leads, and scales the enterprise learning function for Focus Partners Wealth Client Service. The role establishes the training strategy, team operating model, learning governance, technology roadmap, and measurement framework to deliver consistent onboarding and ongoing development across divisions.

The Manager designs the overall learning framework, including training formats, delivery methods, implementation standards, and measures of success. Training Leads provide subject matter expertise to develop and deliver content. The Manager partners with Division Leaders, Core Operations, Platform Operations, Advisory Leadership, Technology, Compliance, Human Resources, Learning and Development, and the Service & Operations Integration Manager to keep training aligned with organizational priorities.

The role leads a team of Training Leads, oversees learning programs and governance, supports readiness for organizational changes, and measures the effectiveness and business impact of training. Travel may be required to support enterprise onboarding, training, and team development across Focus Partners Wealth offices. This is an exempt position with an annualized base salary range of $100,000–$120,000. The role may also include an annual cash bonus and a comprehensive benefits package.

Requirements

• At least 8 years of experience in learning and development, training, enablement, operations, Client Service, or a related discipline.
• At least 3 years of direct people-management experience, including demonstrated success building, scaling, and developing a team.
• Experience designing enterprise onboarding, role-based learning, continuous-development programs, learning governance, and scalable processes for capturing subject matter expertise.
• Strong knowledge of adult learning, instructional design, facilitation, change management, and learning technology or learning-management capabilities.
• Ability to develop working fluency in FPW platforms, systems, custodians, workflows, controls, and service standards.
• Strong strategic judgment, project and program management, executive communication, and cross-functional influence.

Nice To Haves

• Wealth management or financial services experience is strongly preferred.
• Direct experience with Salesforce, Orion, DocuSign, Schwab, Fidelity, or Pershing is preferred.

Responsibilities

• Define the training team's structure, service model, priorities, capacity, roles, decision rights, and standards for enterprise and division-specific learning.
• Design the overall learning framework, including training formats, delivery methods, technology, implementation standards, and measures of success.
• Build a continuous learning model spanning new-hire onboarding, role readiness, systems and process changes, integration handoffs, career development, and ongoing reinforcement.
• Own the training budget, resource plan, vendor strategy, and recommendations for learning technology, authoring tools, and learning-management capabilities.
• Lead, coach, and develop Training Leads by establishing goals, accountability, performance expectations, and development plans.
• Balance strategic work with immediate training demand, allocate team capacity, and establish backup coverage for critical programs.
• Create consistent facilitation, instructional-design, documentation, and coaching standards across the team.
• Develop trainers into program owners and foster a collaborative, high-accountability team culture.
• Establish enterprise curriculum architecture, role-based learning paths, competency frameworks, training calendars, assessment standards, and manager reinforcement tools.
• Create a governed subject matter expert model defining content owners, reviewers, approval requirements, update cadence, and processes for turning expertise into scalable training.
• Ensure programs distinguish enterprise standards from appropriate division-specific or custodian-specific learning.
• Set quality standards for instructor-led, virtual, self-paced, video, job-aid, and practice-based learning.
• Lead training readiness for new systems, technologies, policies, workflows, service standards, and operational initiatives.
• Coordinate with Human Resources and Learning and Development on enterprise onboarding and learning infrastructure, and with the Service & Operations Integration Manager on handoffs from integration to steady-state development.
• Partner with Division Leaders to identify capability priorities, align learning with business needs, and reinforce adoption across divisions.
• Influence senior stakeholders, resolve competing priorities, and communicate progress, risk, and decisions clearly.
• Define and monitor measures for readiness, time to proficiency, assessment outcomes, learner and manager feedback, adoption, quality, and business impact.
• Use performance data, recurring questions, operating trends, and feedback to improve curriculum and target reinforcement.
• Ensure the Client Service knowledge library remains current, searchable, governed, and connected to training programs.
• Travel as needed to support enterprise onboarding, training, and team development across FPW offices.

Benefits

• Annual cash bonus may be included as part of total compensation.
• Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).

What This Job Offers

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