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Director of Training and Service
Company:
Independent Broker Dealer
Salary:
Base, Bonus - Will consider Relo
Location:
Santa Barbara, CA
Job Description:
Develop and Implementation of Company’s Service PLUS program reinforcing and increasing high-touch customer service culture.
Develop, Implement and Measure Call Center Securities Industry Training Program, refine as necessary
Call Center Project Management
Develop and implement an annual ‘all-company’ Service PLUS event.
Facilitate annual Service PLUS Leaders focus group.
Conduct orientation and develop two-week training itinerary for all new employees.
Plan, develop and deliver PSC basic training for new and existing employees.
Plan, develop and deliver Retail Operations system and procedural training.
Coach individual employees to improve performance, as necessary.
Serve as a retirement plan resource.
Design and develop staff training programs based on information gathered from performance reviews, staff surveys, call monitoring and retail operations case studies.
Develop, Implement and monitor program to aid Series 6 and 63 self-study employees through successful exam passing.
Provide on-line management training as necessary.
Provide a training calendar on a quarterly basis to all employees
Administer, track and report on all training activity.
Research and administer off-site training when requested.
Maintain and enhance the Resource Library.
Works continually towards self-development to stay current on securities industry and service requirements to stay competitive.
The training department is one of constant change. This position must be able to react positively to these developments and help lead the way forward to include new developments in training targeted to both new and existing employees.
Develop, Implement and Measure Call Center Securities Industry Training Program, refine as necessary
Call Center Project Management
Develop and implement an annual ‘all-company’ Service PLUS event.
Facilitate annual Service PLUS Leaders focus group.
Conduct orientation and develop two-week training itinerary for all new employees.
Plan, develop and deliver PSC basic training for new and existing employees.
Plan, develop and deliver Retail Operations system and procedural training.
Coach individual employees to improve performance, as necessary.
Serve as a retirement plan resource.
Design and develop staff training programs based on information gathered from performance reviews, staff surveys, call monitoring and retail operations case studies.
Develop, Implement and monitor program to aid Series 6 and 63 self-study employees through successful exam passing.
Provide on-line management training as necessary.
Provide a training calendar on a quarterly basis to all employees
Administer, track and report on all training activity.
Research and administer off-site training when requested.
Maintain and enhance the Resource Library.
Works continually towards self-development to stay current on securities industry and service requirements to stay competitive.
The training department is one of constant change. This position must be able to react positively to these developments and help lead the way forward to include new developments in training targeted to both new and existing employees.
Job Requirements:
Minimum Qualifications/Experience:
A Bachelor’s degree in education, business administration or liberal arts or three to five years experience conducting technical training in the financial services industry. Series 7 or 6 and/or CFP desirable, proficient understanding of securities industry and terminology. At least two years of experience in a corporate or business setting, preferably in human resources, personnel or administration with customer interaction. Proven ability to lead by example and foster mentoring relationships. Outstanding verbal, written, multi-tasking and presentation skills. Strong customer orientation and enthusiasm to teach. Ability to think ahead and plan over a 12-month time span. Knowledge of Windows, Power Point, Word and Excel. Commitment to company values. Ability to create momentum and foster organization change.
A Bachelor’s degree in education, business administration or liberal arts or three to five years experience conducting technical training in the financial services industry. Series 7 or 6 and/or CFP desirable, proficient understanding of securities industry and terminology. At least two years of experience in a corporate or business setting, preferably in human resources, personnel or administration with customer interaction. Proven ability to lead by example and foster mentoring relationships. Outstanding verbal, written, multi-tasking and presentation skills. Strong customer orientation and enthusiasm to teach. Ability to think ahead and plan over a 12-month time span. Knowledge of Windows, Power Point, Word and Excel. Commitment to company values. Ability to create momentum and foster organization change.
