Practice Manager Financial Services

Location: Richmond, Va
Owns all aspects of training, development, or development practices for the Financial Advisory Firm.

  • Conducts needs analysis to determine the management development learning and performance objectives for the audience group being supported.
  • Establishes and monitors a defined management development curriculum. Identifies role-relevant development programs and resources, and the appropriate sequence by which they are best utilized.
  • Works with senior management and HR resources to ensure that the training and development opportunities offered assigned client audience consistently meet the needs of the company and the managers within the roles.
  • Identifies subject matter experts for content delivery, prepares The Training material for delivery, and provides feedback on effectiveness.
  • Organizes and manages the delivery of management development programs. Directs the communications to prospective attendees. Monitors the completion of pre-work and prerequisites. Delivers components of training programs, as appropriate.
  • Modifies existing course content and/or creates new content, typically partnering with instructional designers, based on evaluation results and business need.
  • Ensures the curriculum for the client audience is effectively communicated and aligns with all other development efforts (companywide or otherwise).
  • Monitors and reports on the make-up, development activity, and training compliance activity of assigned client audience. Consults with individuals and managers of individuals to adapt or adjust curriculum to the unique development needs of an individual or group of managers.
  • Evaluates effectiveness of training programs. Summarizes and reports evaluation findings to senior management and HR and makes recommendations for improvement.
  • Partners with senior management and training administration to identify and schedule appropriate participants for training attendance. Partners with training administrator on all administrative aspects of programs including logistics, materials reproduction, participant communications, etc.
  • Provides post-program learning support to participants to ensure application of critical learning back on the job. Ensures that described resources, tools, and program content are available after the program to support job performance.
  • Creates and reports on training program budget, as appropriate.
  • Responsible for Training and Development and Report Success in the Field and Joint Field work with the Advisors

  • Bachelor's degree (preferably within Organizational Development, Training, Business or a related field) or equivalent experience required. Advanced degree preferred.
  • In addition, requires 7-10 years of related business experience to include 3-5 years of combined instructional design, performance coaching or program management experience.
  • Prior management experience within a large insurance or financial services company strongly preferred.
  • Requires excellent written and verbal communication skills, to include advanced presentation/facilitation skills.
  • Demonstrates strong project management skills.
  • CFP preferred, series 6, series 7 and series 24
Excellent 401k, Major Medical and Pension and Excellent Compensation package

Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
(w) 513-753-4926

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