How will this role impact First Command?
We are modernizing our training function, and this position will help bring that vision to life. This role is pivotal in executing a bold transformation: integrating digital learning, AI-powered coaching, and immersive in-person academies to deliver world-class training experiences that drive performance and growth. As a delivery expert, you will partner closely with subject matter experts across sales, product, and operations to translate their deep knowledge into engaging, learner-centered programs. You will apply adult learning principles to ensure every experience is relevant, actionable, and empowering. You will also play a key role in supporting and operationalizing the team's strategic vision—bringing structure, innovation, and excellence to every aspect of training delivery.
What will the employee do in this role?
- Execute Modern Training Delivery: Deliver high-impact learning experiences across digital platforms, virtual facilitation, in-person academies, and AI coaching tools.
- Translate SME Expertise into Learning Journeys: Collaborate with subject matter experts to transform complex knowledge into engaging, learner-friendly formats.
- Apply Adult Learning Principles: Ensure all training experiences are grounded in proven methodologies that prioritize relevance, interactivity, and real-world application.
- Support Strategic Execution: Partner with the team to operationalize and evolve the training delivery strategy, ensuring alignment with organizational goals.
- Modernize Delivery Infrastructure: Help implement and optimize digital learning tools, virtual facilitation platforms, and AI-enhanced coaching systems.
- Measure and Improve Impact: Use data and learner feedback to refine delivery quality, engagement, and business outcomes continuously.
- Cross-Functional Collaboration: Work closely with instructional design, product, sales enablement, and tech teams to ensure seamless integration of content and delivery.
What skills & qualification does the person in this role need?
Education
- Bachelor’s Degree (REQUIRED) in Finance or Financial Planning Specialization (PREFERRED)
Work Experience
- 5 years relevant experience to include: Large Group Instruction, Training, Teaching, and Financial Planning (8 years PREFERRED)
Certifications
- APTD (Associate Professional in Talent Development), CPTD (Certified Professional in Talent Development, OLC’s IDP (offered by the Online Learning Consortium (OLC), the Instructional Designer Certificate Program (IDP)) (PREFERRED)
- Certified Financial Planner® (CFP) or Chartered Financial Consultant (CHFC) (PREFERRED)
Required Knowledge, Skills, and Abilities
- Proven experience in corporate training environments, ideally within fast-paced, high-growth organizations undergoing transformation
- Expertise in adult learning theory, instructional delivery, and facilitation—both in-person and virtual
- Strong ability to synthesize SME knowledge into actionable, learner-centered formats
- Experience implementing digital learning platforms, virtual facilitation tools, and AI coaching technologies
- Strategic thinking with strong operational execution
- Exceptional communication and collaboration skills
- Comfort with ambiguity and a passion for building the new
- Experience launching training academies or certification programs
- Familiarity with AI coaching platforms or adaptive learning technologies
- Background in sales enablement or product training
- Passion for learner empowerment and transformation
- Must be able to simultaneously manage & prioritize multiple projects at various stages of completion
- Demonstrated expertise in adult learning principles and instructional design, combined with a strong sense of urgency and a practical understanding of how organizations operate. A sample portfolio of work is needed.
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LI-Hybrid
