Training and Development Director
4 days ago
Department: AE Wealth Management
Reporting to: VP of Advisor Services
Location: Onsite
Overview:
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. As a key member of our organization, you will be responsible for designing and implementing training programs that meet the needs of our employees and advisors. Your expertise will be essential in creating engaging materials, facilitating training sessions, and overseeing the development of our training curriculum. If you have a passion for helping others grow and are committed to delivering exceptional results, we encourage you to apply for this exciting opportunity.
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 as 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, setting clear goals, tracking progress, and providing 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
- 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
- Knowledge of adult learning principles and other training best practices
- Working knowledge of Microsoft Office suite, Google apps, eLearning Platforms, social media, platforms, Sign Up Genius, SharePoint
- Bachelor's degree in Education, Curriculum Design, or relevant field
- Amazing benefits, including medical, dental, vision, and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site café, gym, and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work and exemplary performance
- Employee-sponsored programs and activities
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. 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. If this sounds like you, we encourage you to apply for this exciting opportunity.
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