Field Learning Manager

Description The Field Learning Manager (FLM) acts as the first level supervisor and manager of Field Trainers. The FLM collaborates with other Field Managers on the team to provide training material, manage workflow and track training activities. The FLM also works to align the training program with the strategic vision, goals, and initiatives of the firm, local region and The Training Group. Responsibilities (Exempt) • Lead, motivate and supervise team of 20 Field Trainers to provide superior service to Financial Advisors, Support Staff and Management teams • Track learning and training activity and successes in order to report to management, clients and business partners • Balance and drive trainer workflow in alignment with Firm, Regional and TTG goals and initiatives • Collaborate with National Learning Manager on national requests to meet long term goals • Meet with Trainers regularly in person and via phone to ensure consistent training and service throughout the region • Acts as liaison, problem solver and coach for escalations • Oversight of trainer development and performance including on-site shadow visits, weekly calls, knowledge checks and delivering feedback • Coordinate with field managers to execute on training plan, on and off-boarding, risk and operations tasks • Manage expenses, travel and exception requests to mitigate risk and maximize benefit to the firm • Set expectations, standards and enforce protocols to continually raise standards • Complete and deliver Talent Development and Management reviews, 2-12 times annually • Report training activities, metrics and create Business Reviews for Regional and TTG Management • Create and maintain business plan for training coverage in Region • Facilitate schedule and rotation of trainers through branches including branch visit schedules, meetings, events, vacation, sick days • Maintain strong relationships with Regional Management and Complex Management • Work with Complex Management and Trainers to support FA recruiting and onboarding • Demonstrate business literacy and implement new ideas to deliver training solutions to field users • Review and coordinate training requests that fall outside of the normal training routines • Act as Subject Matter Expert on Projects as Needed • Contribute to running of The Training Group

Minimum Qualifications • Minimum of 3 years as a Trainer of in a retail/banking environment • Assistant Vice President • Working knowledge of Branch environment and the brokerage industry • Ability to create presentation and training materials using MS Office • Excellent oral and written communication skills • Strong organization and presentation skills (conduct presentations to all levels of personnel including management) • Moderate travel up to 80% • Exhibit leadership and conflict management skills • Must be a self-starter, flexible, self-directed and detail-oriented Education • College degree preferred or commensurate applicable experience • Series 7 preferred

Share this Job

Other Locations For This Job