Commonwealth Financial Network

  • Vice President, Learning and Development

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Customer Experience
  • Overview

    As the vice president of learning and development, you will have the opportunity to revolutionize a centralized training function, impacting our community of 700+ employees and nearly 2,000 independent financial professionals. You will be responsible for identifying and developing a roster of relevant educational programs, implementing best practices and a best-in-class infrastructure, and establishing the mechanisms to refine and enhance programs on an iterative basis over time. Commonwealth has a long history of championing individual development as a core value; your efforts will greatly strengthen the employee- and advisor-facing training and development programs we offer today.


    You will provide the guidance and leadership to develop educational resources to expand our firm-wide programs and impact. We look to you to lead Commonwealth’s staff into the future of adult learning platforms and methodologies. As a strategic thinker with an entrepreneurial spirit, you’ll be empowered to contribute to our future by being a disruptive visionary.


    Key responsibilities 

    • Supporting and promoting the alignment of educational development with the organization’s strategic vision and values; understanding clearly how the organization must evolve, taking internal and external trends and influences into consideration
    • Developing a centralized learning and development function that works in conjunction across departments to deliver exceptional training outcomes to both employees and our financial advisors
    • Working closely across all employee- and advisor- facing departments to continuously manage which activities can best be supported or owned in the centralized training function and which features, by extension, are developed within the departments
    • Taking leadership of the overarching training and development strategy, in conjunction with senior management
    • Developing and successfully implementing innovative programs on an ongoing basis to engage and inspire employees and our advisors
    • Maintaining oversight of Commonwealth’s educational curriculum and best practices
    • Collaborating with Human Resources and other stakeholders on innovative staff educational experiences
    • Collaborating with external partners to ensure that Commonwealth’s educational offerings are developed and launched successfully, with a goal of best-in-class education and leadership offerings


    Core strengths 

    • Advanced learning/training consulting skills
    • A commitment to putting our advisors and employees first—and exceeding their expectations
    • Advanced theoretical and practical knowledge of learning strategies and adult learning theories
    • Ability to collaborate, influence, and obtain buy-in from stakeholders at all levels of the organization (particularly Human Resources, Practice Management, Technology, and Marketing)
    • Metrics-focused with the ability to track and clearly communicate learning impact
    • Strong work ethic and initiative with excellent time management, organizational, and project management skills
    • Executive presence and the ability to develop a rapport at all levels in the business
    • Proven ability to work efficiently, effectively, and proactively in a fast-paced, deadline-oriented, dynamic environment


    Additional skills and knowledge 

    • At least 8 years of experience (10 preferred) in an adult education or financial services setting
    • Management experience that includes curriculum development and instructional design, facilitation, working with content experts and vendors, concept/program development, and market research
    • Bachelor’s degree in human resources, organizational development, business administration, or related field (or equivalent experience); advanced degree in related field preferred

     Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 


    About Commonwealth—and Our Anything but Common® Culture 


    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. 


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities. 


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home. 


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce. 


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed