Description

Job Summary :

Under limited supervision, uses specialized knowledge and skills obtained through experience and training to proactively work with branch associates, branch leadership, divisional management, home office partners, and key stakeholders to deliver educational development programs for branch associates and branch management that support practice improvement at all levels. Deploys excellent consulting, facilitation and presentation skills to all clients, while adhering to department processes to deliver quality programs. Recommends solutions to moderately complex problems. Maintains regular contact with internal customers to identify, research and resolve training issues.

Essential Duties and Responsibilities :

Essential Duties and Responsibilities :

• Ability to consult branch associates, branch management and financial advisors to leverage branch admin development programs and solutions in a meaningful and personalized manner.

• Ability to uphold and champion consistent processes that are conducive to the overall team goals of upholding both quality and scale of the Branch Admin Development programs.

• Ability to develop intimate understanding of all programs, along with their versatile application, in order to contribute directly to the growth of program impact and reach.

• Uphold facilitation principles through facilitation of virtual (live and recorded) and in-person educational sessions

• Ability to present information in a compelling and customized fashion to a variety of audiences.

• Consults with Branch Management to ensure that newly hired associates are set up for success through branch admin development programs, while ensuring that existing team members are supported in maximizing their contributions.

• Implements educational solutions that meet business needs while balanced with scalable and repeatable processes, program quality and consistency, and instructional design practices.

• Partners with educational resources and 3rd party providers to leverage technologies and resources to best streamline processes and add business value.

• Develops comprehensive educational plans related to maximizing programs to best advance branch level practice management, team management, compliance, regulatory requirements and technology goals.

• Provides a benchmark for evaluating performance to ensure new associates are performing at a high level throughout their developmental timelines.

• Utilizes advanced presentation skills to inform, persuade and inspire.

• Utilizes facilitation skills to generate ideas, analyze ideas, problem solve, catalyze associate development and learning, and/or inspire action related to processes and key concepts; advances the development of enhanced knowledge, skills and abilities of the audience.

• Supports and contributes to Private Client Group (PCG) initiatives including but not limited to Practice Management and the PCG vision by developing and delivering effective educational sessions, materials, updates, and activities that align.

• Collaborates with various department leaders to ensure curricula and programming aligns with the firm’s objectives.

• Coaches, mentors and trains less experienced associates.

• Identifies educational opportunities for operational associates, performs needs assessments, and designs learning modules.

• Researches policies, procedures, resources, and materials to make decisions independently, pursue meaningful solutions, and communicate decisions with management.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities :

Knowledge of :

Advanced knowledge of :

• Concepts, practices and procedures in consulting, needs assessment, curriculum design, facilitation, presentations, coaching, and adult learning theory.

• Working structure, policies, mission and strategies of the organization.

• Advanced knowledge of branch operations and branch management, along with the firm’s key technology, general processes, and compliance procedures as used by branch support and management teams.

• Concepts, principles and practices of the financial services industry.

Advanced skill in :

• Facilitation, presentation and coaching skills.

• Effective communication and relationship management.

• Preparing instructional materials and sites.

• Responding to learner needs for clarification or feedback.

• Providing positive reinforcement and motivational incentives.

• Selecting and using appropriate instructional methods and media.

• Evaluating instructional delivery.

• Operating standard office equipment and using required software applications.

• Analyzing educational materials and evaluating program effectiveness.

Ability to :

• Partner with other functional areas to accomplish objectives.

• Incorporate needs, wants and goals from different business unit perspectives into educational plans.

• Fully proficient in applying and upholding established program standards.

• Exercises independent judgment and decision making: Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.

• Analysis: Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.

• Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. Ability to manage ongoing projects, practice skills, manage relationships, and deliver on ongoing program commitments.

• Ability to consult, support and make recommendations to branch associates and / or branch management.

• Identify complex problems; gather and analyze data and information; develop and evaluate options; and implement solutions.

• Communicate: Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.

• Building Effective Relationships: Develop and use collaborative relationships to facilitate the accomplishment of work goals and program growth/impact.

• Client Focus: Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.

• Technical and Professional Knowledge: Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

• Determine different needs/learning styles of associates that one has to train.

• Work independently as well as collaboratively within a team environment.

• Attend to detail while maintaining a big picture orientation.

• Balance conflicting resources and priority demands.

• Remote work option available.

Educational/Previous Experience Requirements :

• Bachelor’s Degree and minimum of six (6) years of operations experience in the adult education principles and a minimum of three (3) years of experience in operations or compliance.

or

• Any equivalent combination of education, training and/or experience approved by Human Resources.

Licenses/Certifications :

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 license or ability to obtain within six (6) months.

Job: Training and Development

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2401885