Learning Program Manager

Key Responsibilities - Content Development & Delivery

• Provide subject matter expertise, context, and content direction for assigned programs, working in partnership with the Learning Design Manager on instructional design and development.
• Contribute to training content through writing, feedback, or editing.
• Facilitate both virtual and in-person training sessions tailored to advisor roles, including onboarding, foundational training, skill enhancement, and role progression. May take on additional facilitation responsibilities to support L&TD programs as needed.

Key Responsibilities - Program Management

• Manage programs with clearly defined learning objectives and measurable learner outcomes.
• Identify and manage additional program facilitators ensuring they understand and are prepared for facilitation duties.
• Implement feedback loops to assess training impact and ensure content remains aligned with operational and client service needs.
• Use learning management systems (LMS) to track participation, progress, and completion, and to surface insights for continuous improvement.

Key Responsibilities - Strategy and Collaboration

• Partner with PCFO Coach, team leads, pod trainers, practice managers, and Client Service Operations to identify training needs, performance trends, and skill gaps.
• Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing.
• Lead a training advisory group composed of SMEs and practice leaders.
• Participate in cross-functional initiatives and process updates to stay connected to how the work is done, bringing key learnings into the learning environment.

Key Responsibilities - Pod Trainer Oversight

• Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery.
• Facilitate regular meetings to align on program updates, share best practices, and discuss real-time feedback from the field.
• Equip the trainer network with current materials, methodologies, and expectations informed by operational and practice-level insights.

Key Responsibilities - Continuing Education through Brighton Jones University

• Design and coordinate continuing education experiences (e.g., webinars, workshops, and learning sessions) to support growth and retention.
• Partner with PCFO Coach, practice management, and Client Service Operations to identify emerging training needs and deliver timely, targeted content through Brighton Jones University.
• Regularly assess and refine ongoing learning opportunities to match evolving organizational needs.

Key Responsibilities - Continuous Learning & Engagement

• Stay updated on industry trends, tools, and best practices related to adult learning and role-based training.
• Maintain strong connections with the teams and functions for which training is developed to ensure content is aligned with real-world needs.
• Provide coaching and guidance to employees and managers to help reinforce training and foster on-the-job learning.

Qualifications - Education & Experience

• Bachelor's degree in Human Resources, Education, Organizational Development, Finance, or a related field. Master’s degree in a related field or certification from the financial industry a plus (e.g., CFA, CFP).
• 3-5 years of experience developing and leading training or a similar role, with a focus on role-based or technical training.
• Proven experience designing and delivering training programs for a variety of job functions or departments.
• Experience in a fast-paced or high-growth environment.
• Experience using data analytics to measure training impact and outcomes.
• Technical Skills: Familiarity with instructional design principles and adult learning theories and experience with eLearning tools, video training software, and other digital content creation platforms (e.g., Articulate, Captivate, Vyond, etc.).

Qualifications - Key Competencies

• Growth-Oriented
• Program Management
• Presentation and Facilitation
• Communication
• Collaboration & Stakeholder Management
• Adaptability
• Strategic Thinking and Planning

Compensation

• Pay:  $98,000 - $145,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.