Branch Training Manager

📋 Description

• Design, develop, and deliver training for Wealth Management branches.
• Strengthen branch operations and ensure policy compliance.
• Support Client Associates, Cashiers, and BOOMs across regions.
• Manage the full training lifecycle: curriculum, delivery, evaluation.
• Travel to branch locations for on-site hands-on training.
• Partner with Operations, Compliance, and senior leaders to align initiatives.

🎯 Requirements

• Series 7, 66, and 9/10 preferred.
• 5+ years in training, L&D, branch ops, or related function in financial services.
• Strong knowledge of branch workflows; experience as Client Associate or Training Specialist valued.
• Design and deliver training programs; curriculum development and facilitation (virtual/in-person).
• Experience onboarding/transitions in multi-branch environments; leadership experience.
• Travel ~25% and cross-functional collaboration with Compliance/Operations.

🎁 Benefits

• Medical, Dental and Vision
• 401(k) and ESOP contribution
• Sick, vacation, and maternity/parental leave
• Paid holidays
• Professional development opportunities
• Tuition reimbursement ($15,000 lifetime cap)