Training and Development Manager

4 weeks ago


Topeka, Kansas, United States Advisors Excel Full time
Job Summary:

As our Training and Development Manager, you will lead a dynamic team responsible for delivering top-notch training experiences across our RIA and Brokerage divisions. Your audience will include employees and advisors, and you will tackle everything from designing engaging materials to overseeing the facilitation of sessions on topics like industry insights, personal development, and professional growth.

Key Responsibilities:

• Collaborate with leadership to plan and coordinate training events; maintain and manage 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 fast pace environment

Bonus Points:

• Knowledge of adult learning principals 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

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 & exemplary performance
• Employee sponsored

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