Principal Training – Performance Partner

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $100k - $125k / year

⏰ Full Time

🔴 Lead

🪙 Affiliate Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Penn Mutual

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1847

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

📋 Description

• Develop training, performance and readiness strategies aligned with HTK Operations business, technology, regulatory and workforce priorities. • Serve as a trusted advisor to leaders by diagnosing performance and capability needs and recommending solutions addressing people, process, knowledge, technology, and training factors. • Lead readiness for technology and workflow changes, including role-impact assessments, learning approaches, pilots, rollout support, measurement and sustainment. • Design and continuously improve structured onboarding and workforce readiness programs through role-based learning plans, systems training, regulatory education, proficiency assessments, cross-training, and reinforcement activities. • Apply and reinforce knowledge management and Shelf governance standards to keep content accurate, current, searchable, and user-friendly. • Partner with Operations and Quality to identify performance trends, errors, audit findings, and risks; determine improvement actions and evaluate effectiveness. • Lead complex cross-functional initiatives, influence stakeholders without direct authority, and communicate priorities, risks, decisions, and outcomes. • Use Microsoft 365, learning technologies, and AI-enabled tools to improve training, content, analysis, and knowledge management.

🎯 Requirements

• Bachelor's degree in business, Education, Organizational Development, Instructional Design, Financial Services, or a related field; equivalent education and experience may be considered. • 7+ years of relevant training, performance consulting, organizational development, operational readiness, knowledge management, or related experience. • 7+ years of Broker-Dealer and/or RIA experience with knowledge of brokerage operations such as New Accounts, Cashiering, Trading, Commissions, Licensing, Operations Controls, advisor support or supervision. • Demonstrated success developing and leading training, performance, operational readiness, change management, and knowledge management initiatives that improve employee performance and business outcomes. • Experience assessing performance and capability gaps, using data and business insights to recommend training, coaching, process, communication, knowledge management, or performance support solutions. • Strong relationship building, instructional design, facilitation, adult-learning, consulting, communication, analytical, influencing, and project-management skills; ability to independently manage multiple priorities. • Advanced proficiency with Microsoft 365 applications, learning technologies such as Articulate 360, and AI-enabled tools, with the ability to apply technology responsibly and maintain appropriate governance and quality controls. • Preferred: Experience with Docupace, NetX360, Envestnet, HUB, FIS, or comparable financial services platforms. • Preferred: Experience supporting Broker-Dealer or Registered Investment Adviser operations; financial services licenses (e.g., Series 7, 63, 65, or comparable licenses) are a plus.