Learning Program Manager at Brighton Jones

Seattle, Washington, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Proactive learner
Skilled facilitator
Strong communicator
Thrives on enabling growth and driving performance through learning
Ability to act as subject matter expert (SME) or co-SME for role-based programs
Proficiency with learning management systems (LMS)

Responsibilities

Provide subject matter expertise, context, and content direction for assigned programs, partnering with the Learning Design Manager on instructional design and development
Contribute to training content through writing, feedback, or editing
Facilitate virtual and in-person training sessions for advisor roles, including onboarding, foundational training, skill enhancement, and role progression
Take on additional facilitation responsibilities to support L&TD programs as needed
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 alignment with operational and client service needs
Use LMS to track participation, progress, completion, and surface insights for continuous improvement
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 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 incorporate key learnings into the learning environment
Mentor and support a team of pod trainers across multiple locations, ensuring consistency and quality in training delivery
Facilitate regular meetings with pod trainers 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 needs

Skills

Training Facilitation

Program Management

Content Delivery

Stakeholder Coordination

Adult Learning

Communication

Subject Matter Expertise

Leadership Development

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

Land your dream remote job 3x faster with AI

Try Jobo Free