Senior Planner Training & Onboarding Manager
New
F
FacetFintech Financial Services
Work from anywhere in the USFull-TimeSenior
Salary$135,000 – $165,000 base salary
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Job Details
- Experience
- 5–8+ years
- Required Skills
- Project Management
Requirements
- Certified Financial Planner (CFP®) designation.
- 5–8+ years of experience in enablement, onboarding operations, or advisor development within financial services, fintech, or fast-paced environments.
- Demonstrated experience training financial planners and facilitating career progression programs.
- Deep understanding of core financial planning concepts, advisor workflows, and practice management.
- Agile mindset with proven capability to identify training gaps, test instructional methods, and iterate rapidly.
- Highly comfortable using AI and modern tech tools.
- Strong project management, communication, and problem-solving skills.
- Ability to travel for in-person training as needed.
Responsibilities
- Serve as the main operational liaison and guide across planners' first 90 days on the job.
- Own setup logistics and administrative readiness for rolling cohorts of ongoing hiring classes.
- Track early learning retention, tool adoption, and performance indicators throughout the first 90 days.
- Execute structured handoffs and provide Planning Leaders with clear visibility into new hire readiness and coaching needs.
- Operationalize and facilitate career path training modules and practice drills.
- Train planning leaders on effective practice drills and 1:1 coaching frameworks.
- Collect real-time feedback from new hires and leaders to optimize enablement playbooks and curriculum.
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