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Learning & Development Manager/Director

2 months ago

Dallas, Texas, United States Farther Full time
Job Title: Learning & Development Manager/Director

About the Role:

We are seeking a highly skilled and experienced Learning & Development Manager/Director to join our team at Farther, a rapidly growing RIA that combines expert advisors with cutting-edge technology. As a key member of our organization, you will be responsible for designing, implementing, and managing training programs that enhance the skills and knowledge of our sales team.

Key Responsibilities:

  • Training Program Development: Design and develop comprehensive training programs tailored to the needs of our sales team, including onboarding, financial product training, sales techniques, and compliance training.
  • Needs Assessment: Conduct regular assessments to identify skills gaps and training needs within the sales organization, with a focus on financial services.
  • Content Creation: Create engaging and effective training materials, including manuals, e-learning modules, videos, and presentations, with a focus on financial products and services.
  • Evaluation: Develop and utilize assessment tools to measure the effectiveness of training programs and the impact on sales performance.
  • Continuous Improvement: Continuously update training programs based on feedback, industry trends, regulatory changes, and sales performance data.
  • Collaboration: Work closely with sales managers and other stakeholders to align training initiatives with business objectives, sales strategies, and compliance requirements.
  • Technology Utilization: Leverage learning management systems (LMS) and other technologies to deliver and track training programs.
  • Startup Culture Building: Play a key role in establishing and nurturing a learning culture within a startup environment, contributing to the overall growth and development of the organization.

Requirements:

  • 5+ years of L&D leadership experience in a sales environment
  • OR 10+ years in L&D non-leadership experience
  • Experience building a program from scratch
  • Experience with learning management systems (LMS), e-learning tools, and virtual training platforms
  • Excellent written and verbal communication skills
  • Ability to work both independently and as part of a team
  • Meticulous attention to detail and accuracy

Preferred Qualifications:

  • Investment Management experience
  • Start up experience