Branch Training Manager - Franklin
1 day ago
Job description
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other.
We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values.
You can learn more about our company culture and impact in our latest annual report.D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 90 years.
We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other.
We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values.
You can learn more about our company culture and impact in our latest annual report.Summary/Function
The Branch Training Manager is responsible for the design, development, and delivery of training programs for Wealth Management branches, that strengthen branch operations, ensure compliance with firm policies, and enhance the client experience.
This role supports Client Associates, Cashiers, and Branch Office Operations Managers (BOOMs) across all regions and collaborates closely with Wealth Management leaders, Operations, Compliance, Supervision, and Human Capital to align training initiatives with firmwide objectives.
Qualifications:
Successful completion of the Series 7, 66, and 9/10 preferred
5+ years of experience in training, learning & development, branch operations, or a related function within financial services or a similarly regulated environment
Strong operational knowledge of branch workflows, client service processes, and financial industry systems; prior experience as a Client Associate, Operations leader, or Training Specialist is highly valued
Demonstrated ability to design and deliver training programs, including curriculum development, facilitation (virtual and in person), and evaluation of learning outcomes
Experience supporting onboarding or transitions in a multi-branch or enterprise environment preferred
Leadership or people management experience, with the ability to mentor, coach, and guide team members toward shared goals
Adept at cross functional collaboration, with proven success partnering with Compliance, Operations, Supervision, or other subject matter experts
Strong communication and presentation skills, with the ability to explain complex operational concepts in clear, approachable ways
Proficiency with learning technologies, such as Microsoft Office Suite (PowerPoint, Word, Excel, Outlook, and OneNote)
Virtual training tools, and desktop applications (BETA/LSEG, Envestnet, MS Dynamics 360) a plus
Detail oriented and highly organized, with the ability to manage multiple programs, priorities, and deadlines in a fast paced environment
Continuous improvement mindset, with experience using feedback and data to enhance training programs and operational processes
Ability to travel approximately 25% of the time
Duties:
Design and deliver comprehensive training programs across all stages of development for Client Associates, Cashiers, and BOOMs, including live instruction, modular learning, and continuous education sessions
Key member of the Continuing Education Committee, including content review and development
Develop and maintain training materials and curriculum, ensuring content remains up to date with system enhancements, policy changes, and regulatory requirements
Partner with the Transition Team to support and provide personalized training for new advisors and support staff, plus post-transition coaching to ensure smooth integration
Partner cross functionally with Operations, Compliance, Supervision, Trading, and senior leadership to align training with firm priorities, regulatory expectations, and strategic initiatives
Manage and mentor the Branch Training Specialist, driving team goals through structured huddles, planning sessions, and performance coaching
Oversee the full training program lifecycle—from curriculum design to delivery, evaluation, and continuous improvement
Identify process gaps and training opportunities, leveraging participant feedback, industry best practices, and regulatory changes to enhance program effectiveness
Travels to branch locations to support transitions and provide on-site group training and individualized hands-on training to branch associates at the request of regional or branch leadership
Support key firm initiatives, including succession planning and advisor transitions, by providing operational readiness training and guidance
Champion a culture of learning, contributing to self service resources and expanding the Davidson University training library
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
Davidson has been in business for 90 years As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.
We hope you will consider joining usAt D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.ACKNOWLEDGMENT
Please answer all questions carefully.
By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.
California applicants, please see D.A. Davidson's California Resident Privacy Policy.Similar jobs
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