Job Description

The E-Learning & Training Specialist plays a critical role as an internal partner to our Service platform and other stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate and coordinate training and work alongside multiple departments or independently.

The E-Learning & Training Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing and delivering training content to both Service associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and operational efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates.

What you will do:

• Deliver professional, technical and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner
• Work alongside other departments to ensure all new branch staff members are offered proper training
• Develop/Manage content for new system enhancements using cutting edge training technology such as Big Tin Can, Articulate 360, and AI tools
• Expand Cetera’s Training Catalog to include Practice Management focused courses
• Customize training programs to meet the needs of our business
• Perform miscellaneous duties related to training and development
• Analyze feedback from advisors to identify solutions and opportunities to meet core training needs
• Work with project managers during project development to identify system inefficiencies and solutions for advisors
• Use discretion on daily training items that escalate from the engagement teams

What you need to have:

• Ability to use independent judgment and discretion when identifying and prioritizing training needs
• Training or similar experience preferred
• Excellent presentation, verbal, and written communication skills as well as strong interpersonal and relationship-building skills
• Research skills, analytical and creative problem-solving skills, questioning and feedback skills; customer service orientation; commitment to quality, responsibility, high work standards, and willingness to take initiative
• Experience with preparation and facilitation of training courses, both live and online
• Experience designing training materials and user guides
• Knowledge of diverse learning concepts and the ability to understand the audience and apply the most appropriate principles
• Microsoft Office Skills

What is nice to have:

• Bachelor's degree preferred
• AI Learning experience is a big plus
• Financial services experience
• Experience with AI, Big Tin Can, and other Articulate 360 tools preferred
• Series 7 desired but not required

Compensation:

The base annual salary range for this role is $45,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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