Financial Planning Program Manager (remote)

Prudential

Multiple Locations
Base: $114,500.00 to $188,900.00; bonus/equity: ye...
Fully remote
Facilitate and deliver training
Identify skills gaps
Recommend and implement solutions
The Financial Planning Program Manager is responsible for facilitating, delivering, and consulting on Financial Planning training and development events for Advisors and Management

Job Summary

  • The Financial Planning Program Manager is responsible for facilitating, delivering, and consulting on Financial Planning training and development events for Advisors and Management.
  • This role involves reviewing, designing, and updating producer and management curriculum, training processes, and consultative development initiatives on a national scope.
  • Prudential offers a competitive salary range of $114,500.00 to $188,900.00, market competitive base salaries with yearly bonus potential, and a comprehensive benefits package including medical, dental, vision, 401(k) with match, and wellness programs.

Matching Summary

The Financial Planning Program Manager is responsible for facilitating, delivering, and consulting on Financial Planning training and development events for Advisors and Management.

Salary

Base: $114,500.00 to $188,900.00; Bonus/Equity: Yearly bonus potential; Benefits: Medical, dental, vision, life insurance, disability insurance, PTO, 401(k) with company match, pension plan, wellness programs, work/life resources, education benefit, ESPP

Skills & Requirements

Must-have

  • Facilitate and deliver training
  • Identify skills gaps
  • Recommend and implement solutions
  • Achieve performance objectives and metrics
  • Virtual training and development skills

Nice-to-have

  • Strong leadership and coaching
  • Relationship building and collaboration
  • Creative problem solving
  • Operate independently on national scope

Key Requirements

  • Bachelor’s degree or related work experience
  • Series 7, 65 or 66 preferred
  • Certified Financial Planner preferred
  • Experience with eMoney, MoneyGuide or Right Capital preferred
  • Five plus years of experience in Investment Advisory product
  • Five plus years of experience with remote teams
  • Experience facilitating and delivering training to diverse groups
  • Experience working on centralized training teams
  • 25-50% travel

Work Rights

Not specified

Tailored Resume

Cover Letter