Job details
Job type full-time
Full job description
Training director, coaching & culture (remote)
(210000t7) primary location: united states-nc-charlotte organization: equitable schedule: full-time description
At equitable, our power is in our people.
We`re individuals from different cultures and backgroundsThose differences make us stronger as a team and a force for good in our communitiesHere, you`ll work with dynamic individuals, build your skills, and unleash new ways of working and thinkingAre you ready to join an organization that will help unlock your potential?
Equitable advisors wealth management team is seeking a director, coaching & culture, to lead the start-to-end execution of an innovative coaching platform for leaders of financial professionals who are passionate about building and growing high-performing teamsOur ability to hire, develop and retain advisors is and will continue to be a significant competitive advantage—investing in leadership development is more important now than everThis position will report to the head of national trainingResponsibilities include:
Design, deliver and assess all leadership development and coaching initiatives for all levels of wealth management’s field leadership; create and execute a multi-year, coach-the-coach curriculum with buy-in from top leaders and influencers.
Co-create, facilitate, and constantly enhance a series of required manager training tracks, including special curricula for district managers, and pre-district managers—with strong emphasis on building a culture of excellence that reflects our values and business principlesThis includes designing immersive culture workshops on human resources, compliance and fraud, among many other need-to-know topics, for every stage of the leadership journey.
Serve as a coach and faculty member for an innovative holistic financial coach designation, partnering with and teaching coaching content in tandem with and on behalf of columbia university business school.
Lead small group personal development coaching and roleplay sessions jointly with field leaders, demonstrating a deep understanding of financial planning, fact-finding, professional/consultative sales skills, and solutionsMeasure the impact of all coaching and roleplay sessions across all complexes.
Lead the content strategy for our video coach platform: design and package turnkey video coach assignments, inspect leaders’ use and quality of virtual coaching, and execute strategies to enhance the coach/coachee experience for the 2000+ videos submitted to the platform annually.
Manage all external coach relationships, negotiate, and maximize contract value; synthesize complex/branch needs and propose/implement agreements that magnify field efforts and are consistent with our 5-step-client process.
Selectively lead 1:1 coaching engagements with high-potential future leaders, guiding them on the complexities of building a team while simultaneously running a practice, habits, mindset and more.
Qualifications
Skills required to ensure your success include:
Business acumen: knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company`s business; ability to apply this knowledge appropriately to diverse situations.
Coaching others: knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
Group facilitation: knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome.
Sales training: knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.
Training programs management: knowledge of processes and procedures of training programs management; ability to design, implement, evaluate and develop an organization`s training programs to achieve high business performance.
Diversity, equity and inclusion: demonstrates a commitment to diversity, equity and inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Additional requirements:
Finra series 6 or 7 strongly preferred
8+ years of financial services industry experience in a sales/distribution organization
8+ years of experience in coaching or personal development; strong ability to coach and inspire others to excel
Exceptional live meeting facilitation skills, with the passion and energy to deliver several virtual workshops each week
Coaching certification (icf or any other program requiring a minimum of 100+ hours)
Strong foundation in consultative selling, professional selling skills, and/or insight selling methodology
Prior experience with a video coaching or sales enablement platform
Willing to travel quarterly whenever normal business travel resumes
About equitable
At equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leaderWe encourage every employee to leverage their unique talents to become a force for good at equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impactJoin equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
Note: equitable participates in the e-verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact human resources at (212) 314-2211 or email us at talentacquisition@equitable.com.
