Job Description

Job Title: Financial Services Facilitator

Location: Mesa AZ –Travel up to 25% of the time.

Job Type: Full-Time

Overview:
We are seeking a knowledgeable and engaging Financial Services Facilitator to implement comprehensive training programs for our staff. The ideal candidate will have a strong background in the financial services industry and proven experience in adult education. The core objective is to enhance employee performance, foster a deep understanding of company processes and systems, and ensure excellent customer service standards. 

This position plays a critical role in helping our new offices transition into Modern Wealth Management in a way that minimizes disruption and supports the service of their clients. In this role, you will be responsible for helping manage this change so it creates optimism, reduces uncertainty, and drives engagement and retention of our employees, having a direct impact on the offices team’s ability to execute and implement client account activities aligned with the vision of continuously improving the client experience through operational effectiveness and efficiency, delivered by an engaged team where high performers thrive.

Key Responsibilities:

• Training Delivery: Conduct engaging in-person and virtual training sessions, workshops, and seminars for new hires and existing employees.Specifically,tonew company offices nationwide.



• Needs Assessment: Collaborate with department managers and subject matter experts toidentifytraining needs, skill gaps, and organizationalobjectives.



• Performance Evaluation: Assess participant learning and the effectiveness of training programs through evaluations, assessments, and feedback.



• Compliance and Regulatory Adherence: Stay current with the latest financial trends, products, regulations, and compliance requirements to ensure all training content isaccurateandup to date.



• Logistics and Administration: Prepare training schedules, managelogisticsfor training sessions, andmaintainaccuraterecords of employee training and performance. 



• Deliver trainingtoemployees in a classroom and/ora webinarsetting to support onboarding, new training, and reinforcement.



• Research and resolve routine issues that surface as part of thedevelopmentlifecycle process and implementation of learning.

Qualifications:

• Education: Abachelor’s degree in finance, Business Administration,Education,ora relatedfield ispreferred.



• Experience:

• Minimum of 3-5 years in the financial services or banking industry ispreferred.M&A experience is highly valued.



• Experience with Salesforce, Orion, Right Capital ishighly preferred.



• Proven experience in a training, teaching, or coaching role, preferably within the financial sector.

• Instructional design and e-learning platformknowledgeis a plus(Articulate 360).

Skills and Competencies:

• Communication: Excellent written and oral communication, presentation, and public speaking skills, with the ability to explain complex financial concepts clearly.



• Interpersonal Skills: Strong ability to build relationships, engage a diverse audience, and provide constructive feedback.



• Problem-Solving and Critical Thinking: Strong analytical and problem-solving skills to assess needs and improve training effectiveness.



• Adaptability: Ability to adapt easily to a constantly changing environment and evolving industry trends.



• Organizational Skills: Strong attention to detail and organizational skills, with the ability to manage multiple projects and deadlines simultaneously. 

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