Training & Engagement Program Manager

Learning & Development Specialist

Gladstone Wealth Partners is one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value.

This individual will play a key role in enhancing the professional development of financial advisors and their staff within the firm. The ideal candidate will have expertise in designing, delivering, and evaluating corporate training programs that support both individual growth and organizational goals. As a trusted partner, the Learning & Development Specialist will foster a learning culture that drives continuous improvement, employee engagement, and business success.

Job responsibilities:

• Initiate campaigns that direct our sales teams with a strategic account to discover sales opportunities and to drive production goals.
• Continuously review updates and changes to policies & procedures and technology to become a Subject Matter Expert (SME) and act as a resource to sales leadership and others
• Assess training needs, including existing course requirements and projected course requirements
• Create training collateral (e.g., quick reference cards) to simplify learning and increase retention
• Conduct task analysis and develop workflow documentation that can be leveraged by the field
• Evaluate and make recommendations on capacity modeling and utilization of specialist
• Formulate, implement, evaluate and measure career development and mentoring programs
• Lead training seminars and conduct periodic site visits to assess work quality, identify opportunities for productivity and efficiency improvements, and document sessions for each attendee.
• Manage and maintain master course files, ensuring all training materials are up-to-date and organized.
• Collect and evaluate student feedback, prepare consolidated reports on instructor and course effectiveness, and produce monthly training activity and capacity reports for management.

Your experience and skills:

• Bachelors Degree in Education, Business, Insurance, or related field or equivalent experience
• 6+ years of experience in training or instructional design within the insurance or financial services industry
• Experience with compliance training and continuing education programs
• Familiarity with CRM systems and insurance software platforms
• Knowledge of adult learning theory and performance-based training models

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.