Learning & Development – Performance Management (Remote)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication encourages you, we invite you to consider joining our team.
As the Learning & Development Manager on the Wealth Planning Solutions team, you’ll play a pivotal role working very closely with the sales, service and operations management teams, and cross-functionally with key leaders, to create and deliver high-quality and relevant learning experiences that directly support the business objectives.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents: For this Learning & Development Manager role, we need someone to support our growth, we are seeking a training leader to help us create and deliver the next generation training platform. If you are a creative person who likes to design and build innovative, scalable, and sustainable learning experiences that meet the changing business needs of a fast-paced, growth organization, this may be an ideal match for you!
Responsibilities:
- Design, deliver, and lead the full suite of performance support platforms and tools needed to enable the high-level performance of sales, service, and operations teams. Also includes a diverse range of learning experiences via traditional instructor- based classroom learning, e-learning courses, and other learning aids, tools, and resources, that support the evolving talent development framework.
- Be responsible for 3rd party vendor identification and management of consultant resources to design and/or deliver training curriculum.
- Implement training curricula that aligns with stated business objectives and applies adult learning theory and instructional design principles.
- Maintain accurate training records and statistics and track Learner progress!
- Measures the effectiveness of training, coaching and performance support platform effectiveness by reviewing learner feedback, testing data, and addressing gaps.
- Proactively identifying solutions to improve client satisfaction and leading the learning team and cross-functional partners to implement solutions.
- Develop knowledge management taxonomies, and establish and spread best practices, as well as connect, train and support those who create and/or are responsible for key knowledge content.
Requirements:
- 5+ years progressive experience in learning and development within Financial Services organizations.
- Experience using synchronous and asynchronous learning modalities with a combination of instructional design and knowledge management, as well as facilitation experience.
- Proven track record to build and maintain collaborative, cross-functional relationships at multiple levels.
- Ability to work independently with minimal direction.
- Prior management experience required.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $99,900-$133,200. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.
