Director of Training

3 weeks ago

Newport Beach, United States Capstone Partners Financial and Insurance Services Full time

The Director of Training will perform a variety of functions supporting financial professionals from onboarding experience to successful launch into the firm. This individual will support producers as they progress through learning systems, processes, and practice building.


Duties Include:

  • Develop and execute a strategic training plan aligned with the organization's goals and objectives, encompassing both new hire training and ongoing professional development programs
  • Identify training needs and priorities through collaboration with departmental and firm leaders, to ensure alignment with business objectives and industry standards
  • Design and deliver engaging and effective training content, materials, and resources utilizing a variety of modalities, including instructor-led sessions, e-learning modules, workshops, and simulations
  • Monitor and evaluate the effectiveness of training programs through assessments, surveys, feedback, and performance metrics, continuously seeking opportunities for improvement and innovation
  • Stay informed about industry trends, regulatory requirements, and emerging technologies to enhance training content and delivery methods
  • Develop and administer training budgets, timelines, and project plans, managing resources and priorities effectively to meet deadlines and objectives
  • Serve as a champion for learning and development within the organization, promoting a culture of continuous improvement, growth, and excellence
  • Conducts weekly one-on-one meetings with all new inexperienced advisors joining Capstone Enterprise, providing personalized guidance and support while reporting on key meeting outcomes and insights
  • Reviews and tests Capstone language to ensure clarity, consistency, and alignment with organizational standards and best practices
  • Coordinates all aspects of Pre-Launch and Launch Training Modules, including scheduling, content development, facilitation, and evaluation, to ensure a seamless and effective training experience for new advisors
  • Manages the coordination of training initiatives for the enterprise, including weekly launch sessions, bi-weekly advanced training case study series, and monthly Capstone Talks call, fostering continuous learning and professional development opportunities
  • Represents the organization by attending annual events such as the MassMutual Academy, Leaders Conference, and Fall Sales Conference, leveraging these opportunities to enhance knowledge, skills, and network connections
  • Provides weekly reports on training outcomes, production metrics, areas for improvement, and areas of strength, enabling informed decision-making and continuous improvement efforts
  • Demonstrates a commitment to increasing Year 1 production and retention rates through proactive coaching, performance management, and targeted training interventions
  • Provide a comprehensive weekly summary report to the General Agent, highlighting weekly activities and tracking information for all agents in training
  • Any other duties assigned by manager
  • Reports directly to General Agent


Qualifications:


  • Must have Series 7 and Series 65 or 66
  • No disclosures or issues with FINRA that would require special supervision
  • Bachelor's degree in Education, Training, Human Resources, Business Administration, or a related field required
  • Proven experience in training and development, instructional design, or talent management within the insurance and financial services industry
  • Strong understanding of industry-specific roles, products, regulations, and market dynamics
  • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate others
  • Demonstrated expertise in curriculum development, adult learning principles, and training delivery methods
  • Experience with learning management systems (LMS), e-learning platforms, and other training technology tools as well as the Microsoft suite of programs
  • Results-oriented mindset with a focus on driving performance improvement and achieving measurable outcomes
  • Strategic thinker with the ability to analyze complex issues, anticipate challenges, and develop innovative solutions
  • Commitment to maintaining confidentiality, professionalism, and integrity in all training activities
  • Proficiency in Microsoft Office Suite: Outlook, Word, Excel, and PowerPoint
  • Professional references must be available
  • In office role located in one of our offices: Newport Beach, CA, Los Angeles, CA, Denver, CO or Las Vegas, NV


Compensation & Benefits:

  • $100,000 annual base plus percentage of market growth
  • 3% override on T1 LDL FYC on units’ production on career agents in service years 1 through 4.
  • 1% bonus on overall performance of career agents in service years 1 through 4 based on T1 Life and Disability when minimum growth of 5% year over year in T1 Life and Disability is achieved.
  • Medical, dental, vision, and life insurance
  • Short-term and long-term disability insurance
  • 5% match on 401k
  • This is a W2 role with Capstone Partners and requires maintaining a MassMutual contract as a registered representative
  • Maintaining this contract includes reporting $10,000 in T1 WLADL or 4 life insurance policies

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