Training Specialist jobs in Montana

Summary/Function:

Branch Onboarding and Training Specialist will oversee all aspects of onboarding and training new Client Associates (CAs), Branch Office Operations Managers (BOOMs), and Supervisory Branch Office Operations Managers (SBOOMs). The position will be responsible for providing uniform training in accordance with the Firm Policy and Procedures, Branch Guide to Operations, Supervision, and Compliance requirements. The position will develop and maintain training documents, videos, and additional training tools. Will provide specialized one-on-one training as well as additional support to CAs, BOOMs and SBOOMs as needed.
Experience and Skills:

Qualifications:

• Successful completion of the Series 7, 66 (or 63/65), 9 and 10 preferred.
• 5-6 years’ operations experience (from a branch office a plus).
• Working knowledge of the securities industry financial markets, products and client expectations.
• Facilitation and presentation skills. Prior experience training others.
• Excellent communication skills, Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to think creatively and build training for a wide variety of issues.
• Strong organizational skills, and attention to detail.
• Ability to prioritize and meet deadlines in a sometimes stressful situation.
• Proactive, self-motivated.
• Diverse people skills and the ability to work both independently and collaboratively with others in a professional manner in order to accomplish objectives.
• Proficient technology skills with Microsoft Office, Intranet, Outlook, Thomson One, ZOOM and other applications and systems.
• Ability to adapt to a flexible work schedule and to travel (approx. 25%, as needed).
• Follow policies and procedures. Maintain client confidentiality.
• Ability to maintain regular, predictable attendance.

Duties:

D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies