Operations Trainer

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the operations department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a trainer to join our ranks. This role is responsible for developing and delivering effective training programs across multiple modalities to meet organizational needs. They will be responsible for proactively identifying training opportunities to fill knowledge gaps, reskilling operations teammates, and enhancing the overall operations performance.

Key Responsibilities

• Training operations teams on multiple subject areas, including classroom training, video/other self-paced content, and practical applications, ensuring a smooth transition and accelerated integration into their roles
• Developing and promoting ongoing learning initiatives, including refresher training on seasonal topics; skill building workshops; and continuous education opportunities to foster a culture of continuous improvement
• Collaborating with subject experts and operations managers to proactively identify knowledge gaps at the individual or group level and present training solutions to close gaps
• Monitoring employee performance and responses to training and analyzing the effectiveness of all training components to the employees; developing appropriate modifications if needed
• Developing and designing course curriculum, job aids, assessments, and online learning materials such as video scripts
• Creating, organizing, and maintaining standardized procedures and resources for the operations department to utilize in their day-to-day work
• Developing instruction manuals, rubrics, and other teaching tools to be used by training instructors in support of other training curricula
• Capturing constructive and effective training feedback for new associate development; delivering trainee performance feedback to individual operations teams

Core Strengths and Skills

• Passionate about training and development; an insatiable drive to teach, coach, and improve others
• Strong presentation skills with the ability to engage and motivate learners during training sessions
• Proven experience as a training instructor, training designer, or in a similar role, demonstrating expertise in training needs analysis, training designing and effective training delivery
• Strong organizational and project management skills
• Relevant certifications in training and development, instructional design, or specific industry certifications can enhance qualifications
• Proven experience in financial services, with a strong understanding of industry regulations and operations best practices

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.