Director of Financial Planner Training

At Facet, we put the member above all else. As a Director of Planner Training, you will live out this value each day as you work directly with our new Planners as they learn the Facet Way. You will not only be responsible for helping our new Planners understand the planning philosophy, processes, and best practices here at Facet, but also how our beliefs, mission, and vision are ingrained into every plan, analysis, and communication we have with our members. You will play a vital role in helping us achieve our mission by creating engaging, interactive, and effective learning and development materials for our Planners to effect change management. You will develop deep institutional knowledge of the core skills needed for the Planner position across Facet, thinking critically about innovative ways to elevate the abilities of team members across our Planning team.

• This is not a member facing role. Your Planners are your members, and your success is tied to their success.

Day-To-Day Responsibilities:

Design, develop, and facilitate effective instructor-led and eLearning courses to drive change management across the planning team and ensure adherence to all Facet processes, new tech and quality expectations

• Develop and facilitate weekly training for planners to learn and maintain their knowledge on current processes and product features, and are fully trained to execute all new initiatives 
• Create learning modules to help our planners expand their financial planning knowledge and further their development 
• Apply adult learning principles to ensure learning is engaging and effective
• Work directly and closely with our Senior Director of Planning, Directors of Planning, and product team to ensure adherence and provide reinforcement training for planners to learn new product features and processes 
• Conduct needs assessments to identify performance gaps and develop learning solutions accordingly
• Leverage, coordinate, and collaborate with other trainers, specialists, SMEs, and stakeholders to deliver instruction and support to planners with best practices for calendar, time, and relationship management. 

Create and maintain internal resources so our planners have a central place to reference materials

• Ensure internal intranet collateral is maintained, up to date, and that dated resources are retired. Add any member facing collateral for easy access
• Create and maintain reference materials such as job aids, facilitator guides, and participant materials so that planner know what they need to do at each step of the journey
• Create and maintain our …