JOB TITLE: Director, Technology Education (Advisor Technology) JOB LOCATION: St. Petersburg, FL (Hybrid 50%) WAGE RANGE*: $140-160K
FULL TIME Job Summary The
Director, Technology Education (Advisor Technology) will lead a team responsible for the creation and execution of training on technology applications used by financial advisors and their teams, incorporating modern and engaging learning techniques.
The ideal candidate will effectively define, develop, deliver, and evaluate solutions that address technical learning needs and knowledge gaps. This role requires someone with experience setting up, transforming, or overseeing an evolving learning and development team.
Responsibilities include identifying learning needs, defining and delivering projects, partnering with business teams, communicating with senior and executive stakeholders, and designing and developing learning programs and materials.
This role requires travel (approximately
15-20%) to field offices and various events to coordinate training and deliver presentations. This position follows our hybrid work model; candidates are expected to be in the office
50% of the time. Travel and time spent at conferences or branches count toward this requirement.
Key Responsibilities - Develop a learning and development strategy that provides an engaging learning experience enabling the adoption of technology tools and applications.
- Define and implement processes to improve efficiency, productivity, quality, and consistency of deliverables.
- Evaluate existing learning programs and introduce new programs to support business objectives.
- Partner with business leaders to address knowledge gaps through a variety of learning methods.
- Partner and collaborate with leaders within the broader Technology Education and Communication structure.
- Support the implementation of new software applications and enhancements to existing systems through learning strategies.
- Lead a team of learning professionals to develop high-quality solutions and materials using a range of learning methods.
- Provide thought leadership on current learning trends and work with management to drive cutting-edge learning solutions that increase capacity.
- Manage and oversee all activities related to planning and execution of training programs.
Skills / Previous Experience - Minimum Bachelor's degree in Computer Science, MIS, Education, or a related field, and ten (10) years of relevant experience, including management or leadership experience, or an equivalent combination of education, training, and leadership experience.
- Minimum five (5) years leading a learning and development organization.
- Demonstrated success delivering high-impact learning programs.
- In-depth knowledge of successful learning practices for both in-person and virtual environments.
- Strong organizational skills to manage a portfolio of complex projects.
- Creative and analytical thinking skills.
- Knowledge of current and emerging trends related to adult learning.
Licenses / Certifications - Possess, or have the ability to attain, the Series 7 Certification within 6 months of onboarding.
Required Travel Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities * While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. #Dice
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