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Domain Money · 1 day ago

Advisor Training & Development Manager at Domain Money (Remote)

United States

Full-time

Remote

Senior Level

5+ years exp

Domain Money is a well-funded company focused on building a next-generation financial planning service. They are seeking an experienced Advisor Training & Development Manager to lead the professional development of their CFP® professionals team, ensuring they are equipped to provide high-quality financial advice and effectively convert prospective clients.

Financial Services

Responsibilities

Onboarding: Develop, manage, and execute a comprehensive onboarding program for all new CFP® professionals, ensuring they are proficient in our service model, compliance standards, and unique technology platform

Continuous Training: Design and deliver an ongoing training curriculum focused on:

Domain Money Planning Tenants: The planning philosophies that underpin the how Domain Money’s CFP® professionals deliver advice across all of our financial planning subject areas, including budgeting and cash flow, investments, retirement, tax planning, education planning, estate planning, and insurance management

Technical & Platform Skills: How to leverage our technology to build highly personalized and actionable financial plans

Process & Operations: Best practices for working within the financial planning team and helping clients get the most out of their membership

Performance Management: Establish, monitor, and manage key performance indicators (KPIs) for the CFP® professionals team, focusing on client satisfaction, planning quality, and consultation conversion rates

Provide regular, direct coaching and feedback through methods like call/meeting reviews and 1-on-1 sessions

Conduct formal performance reviews and create development plans to foster career growth

Content & Playbook Development: Create and maintain a library of training materials, sales scripts, best-practice guides, and standardized workflows to ensure consistency and quality across the team

Collaboration: Partner closely with leadership, compliance, product, and operations to identify training needs and ensure the CFP® team is aligned with company goals

Qualification

Certified Financial PlannerFinancial planning experienceTraining program developmentCoachingPerformance managementHolistic financial planningMentoringAgile environment experienceCommunicationPresentation skillsInterpersonal skills