Director of Training and Development

We are a rapidly expanding, innovative financial services organization seeking to add a top-flight Director of Learning. This person will be responsible for advancing the Training division by strategizing and developing ways to enhance learning events; create, package, and deliver content; manage the team of instructional designers and trainers; while coordinating with the Marketing, Sales, and Event Management departments. Must be able to maintain strict confidentiality of corporate information.

Responsibilities

• Develop and set educational process and standards for the company, including establishing course goals, learning objectives, and evaluation of trainings
• Identify effective training strategies and determine suitable training method such as live training, webinars, online training, etc.
• Evaluate IP to ensure consistency and continuity of messaging
• Access, implement, and manager latest technologies for training and development
• Develop and document department policies for training and development, content for events, and standard operating procedures
• Promote knowledge management within the enterprise, including but not limited to systems training, HR training, and compliance training: change management pertaining to system adjustments and corresponding actions to take within other groups within the organization
• Create content and process of the study system based on the vision and direction of senior management
• Develop training from SMEs, speakers and Mastermind presenters
• Create training department KPIs
• Ensure quality control of content hosted in eLearning system
• Assist with learning and development on key internal and external processes
• Create training materials via instructional design process
• Manage team members
• Other duties as assigned

The above areas of responsibilities are not exhaustive and may continue to evolve.

Specific Skills

• Master’s Degree in Organizational Development or Masters of Arts in Education and Adult Education/Training or MBA with concentration in Learning Theory, or MBA in Human Resources
• CPLP Certification preferred
• 10+ years of experience in Learning and Development
• Actively involved in ATD and SHRM preferred
• 5+ years corporate leadership experience
• Ability to communicate across divisions and within C-suite
• Self-educator who is in tune with changing dynamics in the field of learning
• Must be comfortable with multi-tasking, able to manage multi-step procedures, handle frequent interruptions in work flow and prioritization in a fast-paced environment.
• High level written and verbal communication skills, strong decision -making ability and excellent attention to detail.
• Ability to effectively interact with staff at all levels in a fast-paced environment, with a high level of professionalism and confidentiality.
• Exhibits professionalism and composure in stressful situations and in meeting short deadlines.
• Ability to think on their feet

You may also submit your application to: bleblanc@c2pmastermind.com

C2P Enterprises, LLC - Four Companies. One Vision.

C2P Enterprises is a holding company of four distinct brands that simplify financial planning for advisors and the clients they serve.   The companies combine to offer education, training, resources, tools and an array of investment and insurance vehicles to meet each client’s unique financial situation and goals.   They are committed to best interest practices and raising industry standards for a higher quality of holistic financial planning services to family’s nation- and world-wide.

Clarity 2 Prosperity, LLC

Clarity 2 Prosperity (Clarity) is a financial training, coaching, mentoring, and process development organization that helps advisors become holistic planners and service providers committed to simplifying the financial planning process and improving the financial lives of American families.

C2P Advisory Group, LLC

C2P Advisory Group (C2Pa) is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities.

Prosperity Capital Advisors, LLC

Prosperity Capital Advisors (PCA) is a planning first Registered Investment Adviser (RIA) that offers financial advisors a full-service, open architecture investment platform for turnkey asset management.   Custodian-agnostic   PCA   equips   advisors   with   fee-based   financial planning and investment solutions to meet their individual clients’ unique needs.

Valor Capital Management, LLC

Valor Capital Management (VCM) is an investment advisory firm operating as a Turnkey Asset Manager Program (TAMP) and as a strategist on the EnvestNet platform for Investment Advisor Representatives. VCM offers exclusivity as one of only sixteen approved DFA TAMPs,

widespread distribution, Global Investment Performance Standards (GIPS) compliance, and audited performance reports accessible on Morningstar.

Specific Skills

• Master’s Degree in Organizational Development or Masters of Arts in Education and Adult Education/Training or MBA with concentration in Learning Theory, or MBA in Human Resources
• CPLP Certification preferred
• 10+ years of experience in Learning and Development
• Actively involved in ATD and SHRM preferred
• 5+ years corporate leadership experience
• Ability to communicate across divisions and within C-suite
• Self-educator who is in tune with changing dynamics in the field of learning
• Must be comfortable with multi-tasking, able to manage multi-step procedures, handle frequent interruptions in work flow and prioritization in a fast-paced environment.
• High level written and verbal communication skills, strong decision -making ability and excellent attention to detail.
• Ability to effectively interact with staff at all levels in a fast-paced environment, with a high level of professionalism and confidentiality.
• Exhibits professionalism and composure in stressful situations and in meeting short deadlines.
• Ability to think on their feet

You may also submit your application to: bleblanc@c2pmastermind.com

C2P Enterprises, LLC - Four Companies. One Vision.

C2P Enterprises is a holding company of four distinct brands that simplify financial planning for advisors and the clients they serve.   The companies combine to offer education, training, resources, tools and an array of investment and insurance vehicles to meet each client’s unique financial situation and goals.   They are committed to best interest practices and raising industry standards for a higher quality of holistic financial planning services to family’s nation- and world-wide.

Clarity 2 Prosperity, LLC

Clarity 2 Prosperity (Clarity) is a financial training, coaching, mentoring, and process development organization that helps advisors become holistic planners and service providers committed to simplifying the financial planning process and improving the financial lives of American families.

C2P Advisory Group, LLC

C2P Advisory Group (C2Pa) is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities.

Prosperity Capital Advisors, LLC

Prosperity Capital Advisors (PCA) is a planning first Registered Investment Adviser (RIA) that offers financial advisors a full-service, open architecture investment platform for turnkey asset management.   Custodian-agnostic   PCA   equips   advisors   with   fee-based   financial planning and investment solutions to meet their individual clients’ unique needs.

Valor Capital Management, LLC

Valor Capital Management (VCM) is an investment advisory firm operating as a Turnkey Asset Manager Program (TAMP) and as a strategist on the EnvestNet platform for Investment Advisor Representatives. VCM offers exclusivity as one of only sixteen approved DFA TAMPs,

widespread distribution, Global Investment Performance Standards (GIPS) compliance, and audited performance reports accessible on Morningstar.

• Master’s Degree in Organizational Development or Masters of Arts in Education and Adult Education/Training or MBA with concentration in Learning Theory, or MBA in Human Resources
• CPLP Certification preferred
• 10+ years of experience in Learning and Development
• Actively involved in ATD and SHRM preferred
• 5+ years corporate leadership experience
• Ability to communicate across divisions and within C-suite
• Self-educator who is in tune with changing dynamics in the field of learning
• Must be comfortable with multi-tasking, able to manage multi-step procedures, handle frequent interruptions in work flow and prioritization in a fast-paced environment.
• High level written and verbal communication skills, strong decision -making ability and excellent attention to detail.
• Ability to effectively interact with staff at all levels in a fast-paced environment, with a high level of professionalism and confidentiality.
• Exhibits professionalism and composure in stressful situations and in meeting short deadlines.
• Ability to think on their feet

You may also submit your application to: bleblanc@c2pmastermind.com

C2P Enterprises, LLC - Four Companies. One Vision.

C2P Enterprises is a holding company of four distinct brands that simplify financial planning for advisors and the clients they serve.   The companies combine to offer education, training, resources, tools and an array of investment and insurance vehicles to meet each client’s unique financial situation and goals.   They are committed to best interest practices and raising industry standards for a higher quality of holistic financial planning services to family’s nation- and world-wide.

Clarity 2 Prosperity, LLC

Clarity 2 Prosperity (Clarity) is a financial training, coaching, mentoring, and process development organization that helps advisors become holistic planners and service providers committed to simplifying the financial planning process and improving the financial lives of American families.

C2P Advisory Group, LLC

C2P Advisory Group (C2Pa) is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities.

Prosperity Capital Advisors, LLC

Prosperity Capital Advisors (PCA) is a planning first Registered Investment Adviser (RIA) that offers financial advisors a full-service, open architecture investment platform for turnkey asset management.   Custodian-agnostic   PCA   equips   advisors   with   fee-based   financial planning and investment solutions to meet their individual clients’ unique needs.

Valor Capital Management, LLC

Valor Capital Management (VCM) is an investment advisory firm operating as a Turnkey Asset Manager Program (TAMP) and as a strategist on the EnvestNet platform for Investment Advisor Representatives. VCM offers exclusivity as one of only sixteen approved DFA TAMPs,

widespread distribution, Global Investment Performance Standards (GIPS) compliance, and audited performance reports accessible on Morningstar.