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Training Director - Financial Services
Finance & Investment Industry Company
Jacksonville, FL, United States
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Profile Summary:
Looking for a strong leader that has extensive experience in Training Design and Delivery to manage a diverse team of Training Specialists that support several business lines including Retirement Services, Producer Services, Life, and Annuity Operations areas.
Experience in Resource Management a must. Knowledge of the ADDIE Model, the 6 disciplines of Break through Learning, Continuous Improvement preferred. We are looking for a leader who builds strong relationships with internal customers and focus on our external customers. We are also looking for someone who enjoys developing and empowering employees.
Directs the training function to achieve company-training objectives. Drives improvements to multiple training disciplines and or business lines and manages overall performance improvement initiatives company wide. Develops objectives, policies, standards and procedures for training cross business lines wide. Improves overall training process and deliverables to drive business results.
Profile Description:
1. Assists in the development of the operations-wide training philosophy/vision.
2. Develops and implements operations – wide training strategy. Ensures business and training strategies are aligned.
3. Designs customer focused processes or ways to improve current processes to support delivery of training/tech writing/ILC/ etc.
4. Develops appropriate KPI’s for training functions and monitors organization’s ability to meet.
5. Develops and implements operations – wide training policies and procedures. Ensures compliance.
6. Hires, trains and develops staff to achieve training objectives. Conducts performance reviews. Administers pay.
7. Develops and maintains department budget.
8. Develops and empowers employees in Learning and Development skills including design, development and facilitation and Project management.
9. Other duties as assigned.
Education & Experience:
• Bachelor’s degree or equivalent
• 10+ years training experience including management/supervisory experience
• FINRA Series 6 & 26 preferred. Required within 6 months of hire.
• Excellent written and oral communication skills
• Leadership skills
• Process Management and improvement skills
• Business acumen across several lines of Financial Services
• Experience in supported various training and development functions
• Resource Management
• Continuous Improvement
Critical Skills
At Company, we have identified the following critical skills which are key to success in our culture:
• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills.