Client Service - Austin
7 hours ago
Job description
Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service.
We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clientsLead with Purpose. Partner with Impact.
The Manager of Advisor & Employee Training Programs is responsible for designing, implementing, and overseeing comprehensive learning initiatives that enhance the skills, knowledge, and performance of both advisors and departmental employees.
This role ensures training strategies align with organizational goals, regulatory requirements, and industry best practices, fostering a culture of continuous learning and professional growth.
What You'll DoDevelop and execute a strategic training plan for new and existing advisors and employees across all operating group department.
Assess training needs through surveys, performance data, and stakeholder feedback.
Design engaging learning programs, including onboarding, compliance, leadership development, and skill-specific workshops.
Oversee the creation of training materials, e-learning modules, and blended learning solutions.
Partner with department heads to ensure training content is relevant, up-to-date, and impactful.
Monitor and evaluate training effectiveness, adjusting programs as needed for maximum ROI.
Manage training budgets, vendor relationships, and learning management systems (LMS).
Lead, mentor, and develop a team of training specialists and facilitators.
Ensure compliance with industry regulations, certifications, and continuing education requirements.
What You Bring
Bachelor's degree in Human Resources, Education, Business Administration, or related field
7+ years of experience in training, learning & development, or talent management, with at least 3 years in a leadership role.
Strong knowledge of adult learning principles, instructional design, and training technologies. Certifications preferredExcellent communication, facilitation, and leadership skills.
Proven ability to manage multiple projects and stakeholders simultaneously.
Strategic Thinking & Planning
Leadership & Team Development
Communication & Presentation Skills
Analytical & Problem-Solving Abilities
Adaptability & Innovation
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them.
We do that by living our values:
Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website:
Careers Portal:
LinkedIn:
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc.
, you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc.
may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.
Kestra Financial prohibits any such discrimination or harassment.Similar jobs
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