Director, Technology Education

Willenborg Wealth Management

St Petersburg, FL, US
Hybrid (2-3 days in-office per week)
10 years relevant experience
5 years leading l&d organization
Hybrid work model availability
Willenborg Wealth Management is seeking a Director of Technology Education to lead training initiatives for financial advisors, focusing on modern learning techniques. The role requires extensive experience in learning and development, particularly in technology, and involves both in-office presence and travel

Job Summary

  • The Director will lead a team responsible for creating and executing training on technology applications used by financial advisors.
  • This role requires defining a learning strategy that enables the adoption of technology tools through engaging modern learning techniques.
  • Candidates must be willing to travel 15-20% to field offices and events while adhering to a hybrid schedule of 2-3 days in the St. Petersburg office.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Director of Technology Education to lead training initiatives for financial advisors, focusing on modern learning techniques. The role requires extensive experience in learning and development, particularly in technology, and involves both in-office presence and travel.

Skills & Requirements

Must-have

  • 10 years relevant experience
  • 5 years leading L&D organization
  • hybrid work model availability
  • 15-20% travel requirement
  • Series 7 certification attainment

Nice-to-have

  • creative and analytical thinking
  • knowledge of adult learning trends
  • experience with virtual environments
  • strong organizational skills
  • thought leadership on learning

Key Requirements

  • Bachelor's degree required
  • Minimum 10 years relevant experience
  • Minimum 5 years leading L&D
  • Series 7 Certification within 6 months
  • Hybrid work model compliance

Work Rights

Not specified

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