Learning Events Manager

Position Summary

Focus Partners Wealth’s (FPW) Learning Events Manager is responsible for the development, administration, and execution of various learning experiences for FPW’s advisor associates.  Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of Client Experience, Technology Platforms and Practice Management. The Advisor Learning & Development Team works closely with the Advisory Leadership Team and Advisor Relations Team to identify the key learning needs of our advisors and delivers learning resources intended to meet those needs. It is the goal of the Advisor Learning & Development Team to provide all FPW advisors with the resources required to continuously grow as a professional and deliver an exceptional client experience.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Collaborate superbly with peers and colleagues across the firm to understand and identify core learning needs of the advisor community
• Build relationships with internal subject matter resources (SMR) and facilitate the transfer of knowledge from SMR, as needed
• Translate knowledge and information into learning & development content for consumption in various venues (virtual, live, self-study, etc.)
• Own, manage and deliver various learning projects and initiatives such as live learning events, etc.
• Update training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
• Review her/his own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed

Qualifications

• Bachelor’s degree 
• 3+ years’ experience in designing and delivering educational content
• Advanced written and verbal communication skills
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them
• Demonstrate personal initiative, organization, and time management skills to be able to consistently meet deadlines
• Deep understanding and appreciation for our primary constituents with a continual mindset of what we can create to educate and inspire them
• Enthusiastic, quick, and ongoing learner
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment
• Desire to help others
• Travel up to 20%

This position is an exempt position. The annualized base pay for this role is expected to be $60,000 - $65,000 base salary. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-AH1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.