D.A. Davidson Companies

Branch Training Manager

D.A. Davidson Companies

full-time

Posted on:

Location Type: Hybrid

Location: Richmond • United States

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About the role

  • Design and deliver comprehensive training programs across all stages of development for Client Associates, Cashiers, and BOOMs, including live instruction, modular learning, and continuous education sessions.
  • Key member of the Continuing Education Committee, including content review and development.
  • Develop and maintain training materials and curriculum, ensuring content remains up to date with system enhancements, policy changes, and regulatory requirements.
  • Partner with the Transition Team to support and provide personalized training for new advisors and support staff, plus post-transition coaching to ensure smooth integration.
  • Partner cross functionally with Operations, Compliance, Supervision, Trading, and senior leadership to align training with firm priorities, regulatory expectations, and strategic initiatives.
  • Manage and mentor the Branch Training Specialist, driving team goals through structured huddles, planning sessions, and performance coaching.
  • Oversee the full training program lifecycle—from curriculum design to delivery, evaluation, and continuous improvement.
  • Identify process gaps and training opportunities, leveraging participant feedback, industry best practices, and regulatory changes to enhance program effectiveness.
  • Travels to branch locations to support transitions and provide on-site group training and individualized hands-on training to branch associates at the request of regional or branch leadership.
  • Support key firm initiatives, including succession planning and advisor transitions, by providing operational readiness training and guidance.
  • Champion a culture of learning, contributing to self service resources and expanding the Davidson University training library.

Requirements

  • Successful completion of the Series 7, 66, and 9/10 preferred.
  • 5+ years of experience in training, learning & development, branch operations, or a related function within financial services or a similarly regulated environment.
  • Strong operational knowledge of branch workflows, client service processes, and financial industry systems; prior experience as a Client Associate, Operations leader, or Training Specialist is highly valued.
  • Demonstrated ability to design and deliver training programs, including curriculum development, facilitation (virtual and in person), and evaluation of learning outcomes.
  • Experience supporting onboarding or transitions in a multi-branch or enterprise environment preferred.
  • Leadership or people management experience, with the ability to mentor, coach, and guide team members toward shared goals.
  • Adept at cross functional collaboration, with proven success partnering with Compliance, Operations, Supervision, or other subject matter experts.
  • Strong communication and presentation skills, with the ability to explain complex operational concepts in clear, approachable ways.
  • Proficiency with learning technologies, such as Microsoft Office Suite (PowerPoint, Word, Excel, Outlook, and OneNote)
  • Virtual training tools, and desktop applications (BETA/LSEG, Envestnet, MS Dynamics 360) a plus.
  • Detail oriented and highly organized, with the ability to manage multiple programs, priorities, and deadlines in a fast paced environment.
  • Continuous improvement mindset, with experience using feedback and data to enhance training programs and operational processes.
  • Ability to travel approximately 25% of the time.
Benefits
  • Medical, Dental and Vision
  • Company 401(k)and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
  • Discounted personal insurance including home, auto and recreational vehicles
  • Charitable gift-matching program
  • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
curriculum developmenttraining program designfacilitationevaluation of learning outcomesonboarding supportbranch operationsclient service processesfinancial industry systemscontinuous improvementprocess gap identification
Soft Skills
leadershipmentoringcoachingcross functional collaborationcommunicationpresentation skillsorganizational skillsdetail orientedtime managementadaptability
Certifications
Series 7Series 66Series 9Series 10