Director of Training

About the Opportunity
The Director of Training partners closely with the Vice President of Client Service to deliver exceptional client experiences, develop high-impact learning programs, and support client retention initiatives. This role is responsible for defining the strategy, design, delivery, and evaluation of learning initiatives across the organization's platform. The Director drives organizational effectiveness by optimizing training operations, empowering team members, enhancing learning effectiveness, and ensuring client satisfaction.
This full-time position is based in the United States and leads the strategy, development, and continuous improvement of training programs that support client needs and business objectives.
Key Responsibilities
Lead a high-performing learning organization that delivers exceptional learning experiences, drives product adoption, and ensures client satisfaction.
Develop and execute the learning strategy, translating business objectives into scalable onboarding, enablement, certification, and training programs while continuously enhancing curriculum, delivery methods, learner performance, and business outcomes.
Drive operational excellence by optimizing the client learning journey, streamlining processes, and implementing scalable tools, technologies, and cross-functional solutions that enhance efficiency and client experience.
Oversee the Learning Management System (LMS) and leverage technology-driven solutions and instructional design principles to improve scalability, operational efficiency, learner engagement, and business outcomes.
Establish and maintain curriculum governance and instructional standards to ensure learning content is accurate, consistent, scalable, and aligned with adult learning principles, product strategy, client needs, and organizational objectives.
Establish and monitor KPIs, productivity measures, goals, and learning effectiveness metrics to drive continuous improvement and ensure alignment with service standards, quality goals, and organizational objectives.
Leverage client, learner, and employee feedback to ensure learning content, communications, and programs remain relevant, impactful, and aligned with business objectives.
Serve as the senior escalation point for complex client learning and training issues, ensuring timely resolution, appropriate cross-functional coordination, and a positive client experience.
Lead the Learning Community of Practice (LCOP) and initiatives to ensure alignment with organizational goals and priorities.
Maintain deep expertise in the organization's products, systems, processes, and policies to support strategic decision-making and service excellence.
Partner with senior leadership and cross-functional stakeholders to communicate learning performance, client trends, program effectiveness, risks, opportunities, and key business insights.
Coach and develop team leaders and learning professionals through performance management, career development, succession planning, and structured development programs that strengthen expertise in organizational products, industry trends, leadership capabilities, and learning best practices.
Perform other duties as assigned.
Required Qualifications
Bachelor’s degree in Education, Instructional Design, Adult Learning, Organizational Development, or a related field, or an equivalent combination of education and relevant professional experience.
5+ years of people leadership experience, including demonstrated experience leading managers, team leaders, or multidisciplinary learning teams.
10+ years of progressive training, learning and development, or customer education experience.
Extensive experience designing, scaling, and leading learning, coaching, and enablement programs within a SaaS environment, with a strong understanding of client success, professional services, and learning best practices.
Experience leading teams that deliver learning services directly to clients, with a strong understanding of how learning quality and effectiveness influence client adoption, engagement, and success.
Demonstrated knowledge of instructional design methodologies, adult learning principles, curriculum development, and learning effectiveness practices.
Strong understanding of financial terms and concepts.
Proven leadership, coaching, and relationship-building skills, with the ability to navigate conflict, collaborate across all organizational levels, and provide constructive feedback that drives growth and performance.
Strong knowledge of learning and development trends, with the ability to evaluate and apply innovative approaches that deliver measurable business value.
Demonstrated ability to adapt to changing priorities, exercise sound judgment, and drive timely, effective decision-making in a fast-paced environment.
Ability to balance urgency, quality, client needs, and organizational priorities while maintaining accountability for results.
Strong leadership and change management skills, coupled with a client advocacy mindset and a deep understanding of customer service principles, client engagement, and success best practices.
Outstanding verbal, written, and interpersonal communication skills across both technical and non-technical audiences.
Strong organizational skills with the ability to manage multiple priorities and initiatives simultaneously.
Ability to travel up to 15%.
Preferred Qualifications
Working knowledge of financial advisory services.
Compensation and Benefits
Base salary range: $142,000 - $179,000 per year, determined based on skills, professional background, and expertise.
Annual bonus program eligibility.
Health insurance coverage.
Retirement contributions.
Paid time off, sick leave, and parental leave.
Equal Opportunity Employer
The hiring organization is an equal opportunity workplace. Employment decisions are made without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

Work arrangement
Yes