Director of Training

3 weeks ago


Los Angeles, United States Capstone Partners Financial and Insurance Services, LLC 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; 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% m


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