Learning And Development (L&D) Manager

At Facet, we put the member above all else. As a Learning & Development Manager, you will live out this value each day as you work directly with our new Planners as they learn the Facet Way. You will not only be responsible for helping our new Planners understand the planning processes and best practices here at Facet, but also how our beliefs, mission, and vision are ingrained into every plan, analysis, and communication we have with our members. You will develop deep institutional knowledge of the core skills needed for the Planner position across Facet, thinking critically about innovative ways to elevate the abilities of team members across our Planning team.

With that said, there are some bright lines about what it means to work here:

• This is not a member facing role. Your Planners are your members, and your success is tied to their success
• You will be the first impression for Facet to all new Planners that join our team.
• We are a true fiduciary meaning the member will always come first

Day-To-Day Responsibilities:

• Work with the CFP board to continue to expand upon our current CE offerings
• Leverage and coordinate other trainers and specialists to deliver instruction and support to planners and the broader planning team
• Develop, refine, and edit training decks, user guides, reference documents and collateral materials
• Work with leadership across the Planning Team to identify how learning and development can support their teams in achieving planning objectives and key results
• Ensure internal intranet collateral is maintained and up to date
• Coordinate schedules with our Directors of Financial Planning and Specialists when a subject matter expert is required
• Work with leaders and Planners to identify opportunities to improve on learning plans and materials to achieve company objectives and key results.
• Work directly with Planners via video conferencing, daily stand-ups, and training sessions
• Participate in weekly team meetings that provide feedback and continued education opportunities
• Serve as a coach and mentor for new Planners as they adapt to the Facet Way
• Create and maintain our current CE offerings

Requirements

• 5+ years experience training Financial Advisors
• Demonstrated ability to build and maintain a high quality training program
• A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
• Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
• If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed
• Experience in financial services

Preferred Skills & Experience:

• You have excellent computer skills along with the ability to learn in-house software and tools
• You have superb communication, organizational, and coaching skills
• You have strong experience managing a framework to measure learning outcomes and effectiveness for a variety of scenarios - ability to understand, analyze, and communicate learning data
• You must be forward-thinking, motivated by continuous improvement, and be excited to impact the skills of our Planning team
• You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement.
• You are a CFP ® Professional
• You are passionate about changing the world. We envision a new era of consumer-centered financial advice, in which generations of people lead fuller and happier lives. You have to be passionate about what we do, and be a strong advocate of the change we are driving in the market
• You are willing to learn and adapt to The Facet Way of Financial Planning: most of our members come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces

Benefits

• Equity
• Certification reimbursement program
• Flexible PTO
• $125,000- $140,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short- and long-term disability coverage (paid by Facet), life insurance options and paid parental leave
• Work from anywhere in the US