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First Command Financial Services, Inc. · 1 week ago

Field Support Training & Development Lead Specialist

Fort Worth, TX

Full-time

Onsite

Senior Level

5+ years exp

First Command Financial Services, Inc. is committed to providing a high-quality client experience through effective training and support for their field teams. The Field Support Training and Development Lead Specialist is responsible for creating and facilitating training programs, collaborating with various stakeholders, and ensuring alignment with the company's strategic vision.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

Responsibilities

Develop and foster strong relationships with our field force to promote a growth mindset and culture of learning and excellence

Partner with department leadership, the field force, Home Office subject matter experts (SMEs) and external constituents to gauge training and development needs and identify new opportunities

Influence a more consistent and easier client experience through thoughtful development and delivery of training and the communication and implementation of best practices

Maintain current knowledge of industry trends, First Command business processes, and company policies and procedures

Collaborate with a wide range of departmental SMEs to receive updates, understand processes and translate that knowledge into a comprehensive field training experience

Build and maintain robust learning paths and training curricula that teach new and experienced Office Managers, Administrative Assistants, and Client Contact Specialists how to provide excellent client service in conjunction with the Advisors and Home Office

Develop and maintain training materials, including multimedia presentations, guides, procedural documents, and supporting reference materials that align with First Commands strategic vision

Act as primary administrator for field support content in the learning management system

Collaborate with Service and Support and Leadership Development teams to identify, develop, and deliver soft skills and professional development training to field support staff

Plan, coordinate, facilitate, and deliver regular training events, including multi-day workshops, training calls, coaching calls, webinars, and other live and/or remote training to field staff

Apply adult learning principles and facilitation techniques to meet diverse learner needs

Coordinate with all stakeholders to ensure training content aligns with procedural documents and reference materials, and all components are regularly reviewed and updated as needed

Evaluate training effectiveness by conducting surveys and reviewing/analyzing key performance metrics; provide insights to leadership and maintain a feedback loop to determine needed modifications to the training program

Administer training components (invites, mailings, attendance monitoring, data collection, etc.)

Create, coordinate, and deliver professional mass communications, including newsletter articles and informational updates

Participate in and own corporate initiatives as needed, representing Field Support Operations and the voice of the field support staff

Qualification

Training developmentAdult learning methodologiesFacilitation skillsMS Office 360Communication skillsProblem solvingInterpersonal skillsPresentation skillsNegotiation skillsOrganizational skillsAttention to detailConfidentialityPositive attitude

Required

College degree required (previous work experience will be considered)

Minimum 5 years as a First Command Office Manager and/or Administrative Assistant (strongly preferred)

Experience in a training or learning development role strongly preferred

Certification in instructional design, facilitation, or other learning development discipline strongly preferred

Excellent verbal/written communication, interpersonal, consultative, and negotiation skills

Prior experience creating/delivering training, presentations, and communications

Strong knowledge of adult learning methodologies

Excellent facilitation and presentation skills; ability to make effective presentations to all levels of audiences

An inherent passion for learning, innovating and teaching others

Strong listening, problem solving skills and out-of-the-box thinking

Demonstrated ability to work independently with minimal direction and multi-task with organization, accuracy and strong attention to detail while meeting deadlines in a fast-paced environment

Strong proficiency with MS Office 360; specifically PowerPoint, Word, SharePoint, and Planner

Proficiency in remote large meeting production/facilitation via MS Teams

Ability to maintain a high degree of confidentiality

Positive attitude, enthusiasm, professionalism, and strong work ethic with a high level of integrity and ethics

Ability to travel up to 20%