Job Description

Training & Development Manager

Financial Services | On-Site

Our client, a well-established financial services organization, is seeking a Training & Development Manager to support the professional development of financial representatives early in their careers. This role focuses primarily on representatives within their first five years in the business , with particular emphasis on those in their first year.

The Training Manager will collaborate closely with senior leadership including the Director of Training, Director of Development, Chief Growth Officer, and Network Office leadership to implement structured training initiatives, coordinate development programs, and support the continued growth of financial representatives and their teams.

Key Responsibilities

• Support financial representative candidates through required training and onboarding processes
• Serve as the primary contact for candidate questions to ensure a smooth onboarding experience
• Coordinate with Recruiting and Contracting teams to manage onboarding requirements and timelines
• Assist in organizing and facilitating key training programs, including Basics Day and other office learning initiatives
• Schedule and coordinate internal and external subject matter experts for training sessions
• Work with leadership to develop and maintain the annual training calendar and ensure communication across the organization
• Support weekly training sessions, study groups, network office training events, and special learning programs
• Coordinate training logistics including pre-work assignments, preparation of faculty, session facilitation, and follow-up activities
• Monitor activity expectations for financial representatives in their first 6–12 months and provide coaching to support performance and accountability
• Track productivity metrics and partner with leadership to monitor development progress
• Support financial representatives preparing for FINRA licensing exams by assisting with study plans and accountability
• Coordinate continuing education initiatives and communicate learning opportunities across the office

Qualifications

• Bachelor’s degree required; degree in Adult Education, Business Administration, or related field preferred
• Minimum two years of experience developing or facilitating training programs
• Experience in financial services and/or a sales-driven environment strongly preferred
• Strong presentation and instructional facilitation skills
• Ability to build relationships and work effectively with professionals at all organizational levels
• Excellent organizational skills with the ability to manage multiple priorities
• Strong analytical and problem-solving skills with a high level of attention to detail
• Ability to maintain confidentiality and handle sensitive information professionally

Additional Requirements

• Must obtain Health & Life Insurance License within the first three (3) months of employment
• Position is fully on-site, five days per week

Compensation

Salary: $85,000 – $90,000

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