Sales Training & Development Manager

DPL Financial Partners is hiring a Sales Training & Development Manager to build and measure a structured training program for its sales team. The role will develop onboarding, product and platform training, role-based learning paths, assessments, and training materials, while working with sales leaders and subject-matter experts.

Responsibilities:

• Design and deliver onboarding for new sales hires, run in small cohorts of typically two to three people, blending classroom, virtual, self-paced, and shadowing formats
• Define clear milestones and readiness checkpoints so new hires, managers, and leadership share one standard for "ready."
• Build onboarding in modules so other teams across the company can adopt parts of it
• Work with sales leaders and top performers as subject-matter experts to capture and document best practices, sales process, and conversation frameworks
• Build product and platform training
• Create and maintain a standard template for training on new functions, features, and initiatives, so every rollout is built consistently
• Maintain an organized, current library of training materials and reference guides
• Build role-based learning paths: knowledge milestones for SSAs and internal sales team members, and initiatives and best-practice sharing for External Sales
• Partner with sales leadership and HR to define and document competency requirements for each role and level
• Build and administer the assessments that set the minimum bar to interview for promotion, such as written competency tests and presentations scored against a defined rubric by sales leadership and senior External Sales team members
• Design knowledge checks and skill assessments with clear criteria. For example: Did they ask the right qualifying questions? Did they gain clarity? Did they explain concepts using our taught language? Did they ask for the business?
• Measure effectiveness beyond completion, including knowledge retention, skill application, and business impact, using CRM and sales performance data
• Use results to identify gaps and build targeted reinforcement
• Share skill assessment results with sales managers, who own performance management
• Facilitate engaging sessions both in person and virtually
• Choose the right medium for each learning objective, such as live instruction, video, role-play, quizzes, or job aids, and be able to explain why
• Maintain a training calendar and release plan the sales team can rely on
• Build programs using our current learning platform, Digital Chalk, along with Microsoft 365. You'll have the freedom to evaluate whether Digital Chalk serves what the team needs and, if it doesn't, recommend a different platform with a supporting business case

Requirements:

• 5+ years of experience, or equivalent, building new training programs in learning and development, instructional design, or sales training, including experience supporting a sales or client-facing team
• Experience turning subject-matter expert knowledge into training programs end to end, using a recognized design approach such as ADDIE or SAM
• Experience building competency frameworks, assessments, and scoring rubrics
• Experience measuring training effectiveness beyond completion rates
• Strong command of blended learning, including when each format works best
• Confident, engaging facilitation, both in person and virtually
• Skill at interviewing experts and turning what they know into clear, structured learning
• RIA, wealth management, or financial services experience
• Experience selecting or implementing an LMS and using authoring tools
• Experience supporting career ladders or promotion processes
• A professional L&D credential, such as ATD's CPTD