Senior Financial Planning Consultant – Program Manager

Role Overview

• Facilitate, deliver curriculum and Training & Development events for Advisors and Management
• Identify gaps in skills and knowledge in the curriculum and training processes
• Communicate these gaps, recommend and implement solutions partnering with the Director, Financial Planning, the Curriculum design team, and Subject Matter Experts
• Examine and improve all areas of the financial planning process including but not limited to marketing, technology, teaming, client service, etc.
• Focus on achieving the performance objectives and metrics
• Synthesize information from the metrics and a variety of sources to maintain an overall picture of the organization’s efforts and impact in the field
• Recommend and facilitate solutions when problems are identified
• Participate as a member of the team, understanding the strategic goals of the organization, providing feedback on how the team can optimally support the achievement of these goals
• Communicate key issues to the Director to identify additional strategies, curriculum, and learning events
• Ensure the utilization and implementation of all training methods at a national level (with a heavy emphasis on technology and virtual tools), based upon the field needs, training topics, and Prudential Advisors initiatives and key strategies
• Ensure that there is strong collaboration with the field that provides for the development of Financial Professional’s skills and knowledge
• Work with the Director to ensure that the field leadership understands how the team supports the achievement of the firms objectives
• Partner with home office Subject Matter Expert teams for cross training in each division and the execution nationally of the training strategy

Requirements

• Bachelor’s degree or related work experience
• Series 7, 65 or 66 preferred
• Certified Financial Planner preferred
• Experience with eMoney, MoneyGuide or Right Capital is preferred
• Five plus years of experience in Investment Advisory product
• Five plus years of experience with working on remote teams, facilitating and coordinating training and development processes, and projects
• Experience facilitating and delivering training to groups of people who are both experienced and inexperienced and coaching them on execution and implementation of the training
• Experiencing working on centralized training teams who are specialists that support the field
• Strong leadership, coaching and communication skills
• Analytical skills and experience in identifying gaps in skills and knowledge
• Strong relationship building, partnering, interpersonal, and collaboration skills
• Problem solving skills and the ability to recommend and implement creative solutions for skill and process improvements
• Strong facilitation and presentation skills especially in the area of virtual training and development
• Demonstrated ability and skills to operate independently on a national scope
• Travel 25-50%.

Benefits

• Medical, dental, vision, life insurance, disability insurance
• Paid Time Off (PTO)
• Leave of absences, such as parental and military leave
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance