Our client, a financial services firm, seeks an experienced Development Manager to join their team.
The responsibility of the Development Manager is to manage the process of developing new financial representatives. This involves working with network office leadership to implement training and development strategies and programs.
Responsibilities
Ongoing 1 on 1 development of Under 5 Reps on a monthly basis
Coordinate scheduling and content for Class Meetings.
Attend/supervise and facilitate ongoing development sales sessions·
Design unique modules.
Facilitate debrief meetings with leadership team as well as individual faculty members after modules.
Work with overall Development Department for schedule and curriculum
Coordinate and prepare speakers.
Design and facilitate unique sessions.
Facilitate debrief meetings with leadership team as well as individual speakers after the session.
Strategize, manage, and track office expectations (Blueprint for Success) for the office
Track activity, production, and commitment to the career for all new FRs.
Conduct or supervise the activity coaching meetings.
Ensure that all activity coaches are trained and provide opportunities for their development.
Manage Weekly Development Team Meeting attended by members of the Leadership Team to give weekly feedback on each new FRs progress, strengths and areas of opportunity.
Manage the Board of Review process to reflect on each representative's activity, production, and attitude, and hold the representative accountable to expectations.
Work with overall Development Department for schedule and curriculum.
Manage the structure, requirements, and facilitators of the office’s client builders.
Conduct various weekly and monthly client builders.
Coordinate (with CDO) and update the joint work list and manage use by the new advisors (quarterly)
Manage the mentor pairings and ensure mentors are trained.
Communicate results to the leadership team.
Update and maintain early productivity reporting
Communication of expectations with reps and follow up with leadership team
Maintain Key Development calendar invites in conjunction with the Training Department
Qualifications
Bachelor’s Degree or equivalent work experience.
Six-years+ of financial services industry experience.
Superior meeting facilitation and presentation skills.
Experience coaching and providing feedback to peers.
Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach.
Effective time management to address multiple priorities at multiple levels.
Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.
Superior written and oral communication skills.
Committed to professional development (e.g., licensing, registration, designations).
This role is on-site five days a week in the office.
Salary $85,000 to $95,000