Senior Financial Planning Consultant (Program Manager)
Remote World
- Canada
- $114,500-188,900 per year
- Permanent
- Part-time
- Facilitate, deliver curriculum and Training & Development events for Advisors and Management
- Identify gaps in skills and knowledge in the curriculum and training processes
- Communicate these gaps, recommend and implement solutions partnering with the Director, Financial Planning, the Curriculum design team, and Subject Matter Experts
- Examine and improve all areas of the financial planning process including but not limited to marketing, technology, teaming, client service, etc.
- Focus on achieving the performance objectives and metrics
- Synthesize information from the metrics and a variety of sources to maintain an overall picture of the organization's efforts and impact in the field
- Recommend and facilitate solutions when problems are identified
- Participate as a member of the team, understanding the strategic goals of the organization, providing feedback on how the team can optimally support the achievement of these goals
- Communicate key issues to the Director to identify additional strategies, curriculum, and learning events
- Ensure the utilization and implementation of all training methods at a national level (with a heavy emphasis on technology and virtual tools), based upon the field needs, training topics, and Prudential Advisors initiatives and key strategies
- Ensure that there is strong collaboration with the field that provides for the development of Financial Professional's skills and knowledge
- Work with the Director to ensure that the field leadership understands how the team supports the achievement of the firms objectives
- Partner with home office Subject Matter Expert teams for cross training in each division and the execution nationally of the training strategy
- Bachelor's degree or related work experience
- Series 7, 65 or 66 preferred
- Certified Financial Planner preferred
- Experience with eMoney, MoneyGuide or Right Capital is preferred
- Five plus years of experience in Investment Advisory product
- Five plus years of experience with working on remote teams, facilitating and coordinating training and development processes, and projects
- Experience facilitating and delivering training to groups of people who are both experienced and inexperienced and coaching them on execution and implementation of the training
- Experiencing working on centralized training teams who are specialists that support the field
- Strong leadership, coaching and communication skills
- Analytical skills and experience in identifying gaps in skills and knowledge
- Strong relationship building, partnering, interpersonal, and collaboration skills
- Problem solving skills and the ability to recommend and implement creative solutions for skill and process improvements
- Strong facilitation and presentation skills especially in the area of virtual training and development
- Demonstrated ability and skills to operate independently on a national scope
- Travel 25-50%.
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.