Director of Learning Development

Job Summary

Supporting advisor development programs, the full-time remote Director of Learning Development will coordinate curriculum, training experiences, mentorship activities, and development resources while partnering with leadership to enhance advisor career paths and accountability.

Key responsibilities

• Design and iterate advisor development curriculum and training experiences, facilitating mentorship programs and tracking advisor progress
• Identify skill gaps and coordinate advisor check-ins, maintaining performance tracking systems to enhance advisor accountability
• Manage logistics for training events and evaluate program effectiveness, providing data-informed recommendations for improvement

Required qualifications

• Bachelor's degree in Business, Finance, Organizational Development, or a related field
• Minimum of five years of experience in advisor support, financial services training, or learning program coordination
• Familiarity with wealth management advisory models and financial advisor career paths preferred
• Experience in curriculum development and training logistics preferred
• Strong organizational and program management skills required