Training Manager

Training Manager Northwestern Mutual Portland - 3.7 San Diego, CA Job Details Full-time $80,000 - $100,000 a year 1 day ago Benefits Disability insurance Paid time off 401(k) matching Qualifications Instructor-led training (training delivery method) Training & development Adult learning Stakeholder relationship building Full Job Description

DESCRIPTION

The Training Manager plays a critical role in the successful execution of the firm's development infrastructure. Partnering with the Chief Development Officer and other leadership team members, this role ensures smooth onboarding and delivery of Financial Planning Academy (FPA) and post-FPA training for all new financial advisors. The Training Manager regularly reviews and improves curriculum and training materials, coaches and evaluates facilitators to meet expectations, and is responsible for the development and in-class needs of the financial advisors. Additionally, this role supports Network-wide training and development events by handling logistics, coordination, and communications, and tracks early advisor progress.

RESPONSIBILITIES

Serve as the primary representative and point of contact for Financial Planning Academy (FPA), ensuring a consistent, white‑glove experience for all new advisors and clear communication with leadership. Facilitate FPA monthly and four CFRDP (College Financial Representative Development Program) sessions annually; act as the on‑the‑ground training expert for live development events. Plan and schedule all full‑time training classes, manage calendar invites and confirmations, and coordinate guest speakers, logistics, and other training needs. Maintain and refine curriculum, training materials, speaker prep guides, and session resources; distribute facilitator briefings and pre‑session objectives. Lead graduation events and other key program milestones, handling event logistics and attendee communications. Produce and distribute daily training reports, session recaps, and activity results during FPA; collect and share survey feedback with Mentors, Directors of Development, and Managing Directors, highlighting action items and follow‑ Track class outcomes and advisor progress (including post‑FPA qualifications); analyze results and recommend training improvements, driving approved changes in collaboration with the Chief Development Officer. Develop deep knowledge of the U5 development structure, Granum activity, and the Client Acquisition model to effectively coach advisors and explain the programs purpose. Support broader firm development initiatives by coordinating organization‑wide training logistics in collaboration with the Development Coordinator and the Chief Development Officer. Maintain contest and tracking reports for leadership and provide timely updates as required. Continuously streamline training processes, proactively identify and resolve delivery issues, and recommend operational improvements to enhance consistency and effectiveness. Participate in monthly training & development study group meetings with peers and home office; share best practices and contribute to the training & development community.

QUALIFICATIONS

Bachelor's degree in Adult Education, Business Administration, or a related field (or equivalent combination of education and experience). 2+ years of experience designing, developing, and facilitating training programs. Proven group facilitation and leadership skills paired with exceptional platform/virtual presentation abilities. Demonstrated ability to coach facilitators and instructors, providing actionable feedback grounded in adult learning principles. Strong relationship‑building and stakeholder management skills; works effectively across all levels of the organization. Proactive, creative problem-solver who anticipates and mediates training-related issues and leads crucial conversations with a results-focused approach. Excellent time management and organizational skills; able to prioritize and execute multiple programs and deadlines simultaneously. Strong analytical skills and attention to detail, with the ability to handle sensitive information and maintain a high degree of confidentiality.

COMPENSATION & BENEFITS

Competitive Compensation:

Total compensation (base salary + bonus) of $80 - $100k with comprehensive benefits package that includes

PTO, 401

(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.

Career Development:

Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.

Supportive Team Environment:

Join a collaborative and motivated team committed to your success and career satisfaction.

Networking Opportunities:

Build connections within the financial services industry and local community through various events and initiatives.

Impactful Work:

Play a pivotal role in shaping the careers of students and future financial professionals.

Recognition & Rewards:

Celebrate achievements and milestones with a range of recognition programs and incentives.

PHYSICAL AND MENTAL DEMANDS

The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS

While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required.

MENTAL DEMANDS

While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic).

EQUAL OPPORTUNITY EMPLOYER

Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.