Manager of Training and Development

Manager of Training and Development

Department & Reporting

• Department: Financial Coaching
• Reports to: VP of Financial Coaching

Team Win Statement

Coach the financially concerned into financially confident while creating clear sponsor ROI.

Role Win

Elevate coaching excellence through transformative training systems that consistently produce exceptional member outcomes and measurable sponsor value.

Role Summary

The Manager of Training and Development plays a pivotal role in our mission to revolutionize financial wellness through exceptional coaching. This position designs and implements comprehensive training strategies that transform financial coaches into trusted guides who deliver life-changing outcomes through behavioral change. By creating rigorous onboarding programs, ongoing skill development opportunities, and measurement frameworks, this leader ensures every member interaction delivers both immediate value and long-term transformation. Their work directly impacts sponsor ROI by producing consistently excellent coaching experiences that drive measurable improvements in financial wellness, retirement readiness, and participant engagement.

Key Responsibilities

• Strategic Training Design - Create and maintain comprehensive training curricula that align with our coaching methodologies, ensuring new coaches develop both financial acumen and interpersonal effectiveness. Delivers training for both new hires, and tenured coaches, and trainers.
• Performance Excellence - Establish clear coaching readiness standards and develop measurement systems that identify coaching strengths and improvement opportunities across the team. Implement robust quality assurance processes including session reviews, member feedback analysis, and outcome measurement to ensure consistent coaching excellence. Support Compliance and Certification requirements of coaching staff.
• Continuous Development - Design ongoing professional development pathways that keep coaches at the forefront of financial wellness practices and behavioral change methodologies.
• Technology Integration - Partner with product and technology teams to maximize coach utilization of digital tools that enhance member experience and outcomes tracking.
• Content Development - Collaborate with education and marketing teams to create coaching resources that drive member engagement and translate complex financial concepts into actionable guidance.
• Member Transformation - Drive measurable improvements in member financial well-being, resulting in reduced financial stress, increased retirement readiness, improved financial behaviors, and stronger engagement with sponsor benefits.
• Coaching Excellence - Consistently deliver high-quality coaching sessions, estimated to be 10 - 20% of the time, that receive exceptional member satisfaction ratings while maintaining efficient resource utilization

Expected Outcomes

• Coaching Excellence - Establish and maintain an exceptional baseline of coaching quality that delivers consistent member outcomes and satisfaction.
• Performance Management - Create a culture of continuous improvement where coaches actively seek feedback and development opportunities.
• Training Innovation - Develop industry-leading training approaches that differentiate our coaching capabilities and maximize member impact.
• Process Optimization - Design efficient onboarding and development systems that reduce time-to-proficiency while maintaining quality standards.
• Knowledge Management - Build comprehensive resources that capture and distribute best practices across the coaching organization.

Core Competencies

• Instructional Design - Project management skills with expert ability to create engaging learning experiences that develop both technical knowledge and interpersonal skills.
• Performance coaching - Skilled at providing constructive feedback and developing improvement plans that enhance coaching effectiveness.
• Operational Excellence - Talent for designing efficient systems that balance thorough development with business requirements.
• Data-Driven Decision Making - Proficient at using metrics and performance data to identify trends and guide training improvements.
• Subject Matter Expertise - Deep understanding of financial coaching methodologies and behavioral change principles.

Qualifications & Experience

• Academic Foundation - Bachelor's degree in Instructional Design, Adult Education, Psychology, Finance, or related field; Master's preferred.
• Training Experience - 5+ years developing and implementing training programs, preferably in financial services or coaching environments.
• Performance Management - Demonstrated experience establishing quality standards and measuring performance outcomes.
• Financial Knowledge - Strong understanding of personal finance principles and coaching methodologies.
• Coaching Background - Demonstrated success in coaching or advisory roles with proven ability to drive behavioral change and measurable outcomes.
• AFC, CFP, ChFC certifications (preferred)
• Previous military experience or experience supporting military service members (preferred)

Working Context

• Full-time role with remote and hybrid work arrangements. Position requires proficiency with learning management systems, performance tracking tools, and collaboration platforms.

We offer our team members

• A 100% remote, work-from-home opportunity
• Free access to our transformational MSA Financial Coaching
• Medical, Dental, Vision, Life, 401(k) matching benefits
• Thriving and supportive work culture
• Annual salary range $75k - $95k.

///

Additional Acknowledgments and Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

• Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
• I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
• I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.
• I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check.
• I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.