Job Description

Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver complex specialized groups training/workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams on practice and business management issues. Evaluates end results for established goals and objectives. Maintains consistent contact with advisory teams to identify, research and resolve business management, training & development opportunities. Provides technical leadership for work teams in specialized functional or process areas. Implements coaching programs, projects, or processes for a major segment of a complex function or a small diverse business. Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics to ensure effectiveness of programs. Coach and mentor experienced and new financial advisors, branch associates, and branch managers. Provides, executes, and tracks success of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations. Primary focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing (client acquisition techniques), (3) Client Service Standards (implementation, workflow development and CRM automation), and customizing personalized (4) Professional Development tracks for branch personnel. Promote branch manager/advisor development and execution of practice management plans through various educational offerings. Promote development and facilitate implementation of branch support staff practice management (proactive and reactive) service strategies. Conduct branch consultations and practice management assessments by request of advisors and PCG management. May present in front of large and small groups for conference and event presentations, workshops and study groups. Analyzes and develops training needs and creates and develops solutions for engaged practices. Participates in development programs to increase training support. Reviews performance and evaluates results achieved by coaching clients. Balances conflicting resources and priority demands. Will provide feedback to branch managers on coachee progress during individual and group coaching programs. Prepares and delivers written and oral presentations to various levels in the firm. Supports promotional activities of the department and dissemination of practice management materials. Performs other duties and responsibilities as assigned. Knowledge of advanced financial markets and products, concepts, principles and practices of the financial services industry, performance or actions necessary for advisor and branch professionals to build and refine a business, working structure, policies, mission and strategies of the organization, operational processes and procedures of assigned functional areas. Skills include utilizing training materials and learner information, responding to learner needs for clarification or feedback, delivering personalized coaching that supports achievement of desired outcomes, providing positive reinforcement and motivational incentives, evaluating learner performance and reporting evaluation information, use of various media and sophisticated classroom AV equipment, operating standard office equipment and using required software applications. Ability to communicate effectively, both orally and in writing, work collaboratively within a team environment, maintain currency in sales and industry issues, procedures, training techniques and methodologies, establish and maintain effective working relationships, incorporate needs, wants, and goals from different business unit perspectives in training programs, attend to detail while maintaining a big picture orientation, read, interpret, analyze, and apply information from evaluations of training programs, interpret and apply policies and identify and recommend changes as appropriate, work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities, handle stressful situations and provide a high level of customer service in a calm and professional manner. Educational/Previous Experience Requirements: Bachelor’s degree (B.A.) in a related discipline and a minimum of five (5) years of successful experience related in coaching, consulting and training experience in a financial services environment or an equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications: Ability to obtain Registered Corporate Coach (RCC) or applicable coaching designation within 1 year. Ability to obtain FINRA Series 7 License within six (6) months, with preference for candidates who already have Series 7. Travel up to 50%. Workstyle is hybrid.

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