Training and Development Director

5 days ago


Topeka, Kansas, United States Advisors Excel Full time
Job Title: Training and Development Manager

Job Summary:

We are seeking a highly motivated and experienced Training and Development Manager to lead our team in delivering top-notch training experiences across our RIA and Brokerage divisions.

Key Responsibilities:

  • Collaborate with leadership to plan and coordinate training events and maintain the training calendar
  • Create and update training curriculum, materials, and resources
  • Facilitate training sessions for employees and advisors when needed
  • Act as the liaison for internal training projects, delegating tasks within the team
  • Oversee new hire onboarding for AE Wealth Management and AE Financial Services employees
  • Hire, train, and mentor team members; set clear goals, track progress, and provide ongoing feedback
  • Work with department trainers to ensure training meets the needs of employees and advisor staff
  • Stay current on Learning and Development trends by researching new training opportunities, software, platforms, conferences, and seminars

Requirements:

  • Previous RIA, Broker Dealer, or Investment Industry experience
  • 3-5 years of professional experience building and delivering training programs
  • Superior presentation skills; ability to engage an audience and cater to individual learning needs
  • Confident, professional, and articulate in written and verbal communication
  • Strong organizational skills; ability to manage projects while navigating a variety of competing priorities in a fast-paced environment

What We Offer:

  • Amazing benefits including medical, dental, vision, and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site cafe, gym, and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work and exemplary performance

About Us:

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.

We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward.

We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.



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