25 days old

Lead Trainer Mutual Funds

Denver , Colorado 80202
  • Job Code
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift

Retirement is no longer an event; it’s a journey. Increasingly, it’s about staying as active and productive as possible, as long as possible. That’s why it is so important to help people save, invest protect, and generate retirement income wisely so they can live the life they want. That’s our mission at Transamerica. We help more than 5 million customers save for retirement and manage their money afterward. Transamerica provides retirement and benefit solutions to employers and their employees as well as mutual funds and annuities to individual investors. Our acclaimed service and comprehensive product offerings address our customers’ accumulation, protection and retirement income needs. Transamerica is located across the United States, with major offices in Denver, Colorado; Cedar Rapids, Iowa; Harrison, New York; and Baltimore, MD. Transamerica was recently named one of the top 30 best employers in Denver!!


Primary Purpose:

Assumes the role of performance consultant within the Mutual Funds line of business. Conducts expert or advanced level training classes and programs based on the trainer's extensive, in depth knowledge of financial services and sales process.  Training may be applied across distribution channels, regions and company boundaries.  May act as a resource or subject matter expert to other trainers and specialists for the design of training programs or projects. Responsible for developing, organizing and conducting job analysis, new hire onboarding, professional development training and educational programs in support of new employee development, on the job training, refresher training, and professional development. Creates and updates training documents for the business areas supported. Maintains records of training activities, employee progress and effectiveness of programs. Creates and delivers executive level reporting that highlights learner satisfaction, behavioral change, business impact and return on training investment.


Primary Duties and Responsibilities:

  • Recommends, develops, designs, and delivers performance improvement and training solutions.
  • Implements training programs in accordance with business unit strategies, goals and objectives.
  • Applies ADDIE, adult learning principles and knowledge of group dynamics to deliver best-in-class learning solutions.
  • May lead blended, web-based, virtual, and distance learning programs.
  • Maintains records of and creates reporting for training activities, employee progress and effectiveness of programs.
  • Identities and coordinates resources to enhance the quality of training programs.
  • Develops training programs utilizing on-line training tools and other technical training resources.
  • Builds and conducts training programs utilizing sound adult learning theory and instructional design concepts that may include knowledge transfer, application of knowledge or skill, and other kinesthetic methods.
  • Mentors others to attain functional skills.
  • Performs assigned tasks working independently.
  • Develops and administers training programs related to other duties and special projects as assigned.
  • Successfully completes other duties as assigned based on organizational needs.
  • Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules


Required Qualifications:

Bachelor’s degree or equivalent work experience. Minimum of 8 years professional/leadership development experience. Understands and has applied sales process as well as understands the mutual funds market. Possesses and applies technical skills to principles, practices and procedures of particular field of specialization. Training experience in Financial Services or other related business background. Obtainment of NASD Series 6/63 equivalency/license may be required. Excellent verbal and written communication skills, customer service and motivational skills with the ability to work on a team as well as independently. Creativity and strong organization skills to handle multiple tasks at one time.


Preferred Qualifications:

Master’s Degree in Organizational Development or other training related course work. Professional training certifications in sales training, leadership development, performance consulting, coaching, instructional design and/or adult learning. Direct sales and/or wholesaling experience helpful.


Working Conditions:

Normal office environment. Strong Microsoft Office application knowledge. Fast-paced environment. Travel may be required.


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Lead Trainer Mutual Funds

Denver , Colorado 80202

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