Job Description

P r ofessional Development Coach ( Remote )

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Professional Development Coach , you’ll play a pivotal role by guiding our Engagement Center advisors to improve their skills and motivate them to deliver quality performance by creating individual as well as team training courses and educational materials.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents: For this Professional Development Coach role, we need someone with proven knowledge of contact center service-to- sales techniques , an understanding of Salesforce.com workflows, excellent communication skills , and a start-up mentality to help drive superior results.

Responsibilities:

• Serve as a key resource for assessing business results and advisor performance, developing targeted coaching plans to support business objectives and drive superior outcomes.
• Utilize performance metrics and advisor feedback to continuously refine training programs, ensuring alignment with business goals and enhancing overall advisor effectiveness.
• Develop educational programs, including presentations, eLearning content, advisor dialogue models and case studies.
• Collaborate with cross-functional teams by partnering with other departments (incl Quality Assurance) to ensure alignment in training programs and support for broader organizational goals
• Lead the development, facilitation and coordination of programs to help advisors incorporate the tools, resources and skills used to service clients.
• Set annual learning and development objectives for the advisor team
• Evaluate employees’ performance after each training
• Support other Engagement Center and L&D projects as needed

Requirements:

• 5+ years experience in financial services & contact center environment
• 3+ years experience developing and facilitating training programs, coaching advisors
• Prefer work experience as a Senior Learning professional, Sales Coach, or similar role
• Experience educating financial advisors on sophisticated financial planning principles, and articulating organizational value proposition relative to competition
• Experience with learning programs designed to support service to sales practices, including developing and leading onboarding programs.
• Familiarity in developing training content, including written materials, video tutorials, and/or interactive modules to enhance learning experiences
• Virtual and in-person facilitation experience
• Demonstrable experience driving change within an organization

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $82,000 - $109,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.

Job Tags

Similar Jobs