Head of Advisor Training & Development (REMOTE or HYBRID + TRAVEL)

Socket.dev; United States; Hybrid; USD 280,000 - 322,000; Full time

Job summary

Equitable is seeking an experienced Head of Advisor Training & Development to shape enterprise strategy for advisor and field leader training across the journey. You will integrate curriculum strategy, coaching programs, learning platforms, and analytics to drive growth and business outcomes.

The role partners with senior leadership and cross-functional teams, building scalable programs, a train-the-trainer model, and a data-driven approach to measure impact.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant professional experience.
• 10+ years experience leading advisor, sales, leadership, or professional development strategies within a large, distributed organization.
• Proven success leading complex portfolios of learning, coaching, training, or field enablement programs.
• Deep expertise in learning strategy, curriculum development, coaching methodologies, and organizational capability building.
• Exceptional executive presence with the ability to influence senior stakeholders and drive enterprise-wide initiatives.
• Experience leveraging data and analytics to measure effectiveness and make strategic investment decisions.
• Demonstrated ability to lead through leaders, build high-performing teams, and drive large-scale organizational impact.

Responsibilities

• Establish and lead the enterprise strategy, roadmap, and governance framework for advisor and field leader training, development, education, and coaching across the advisor journey.
• Oversee the full advisor development portfolio, ensuring programs, resources, and investments align to business priorities, field needs, and long-term capability objectives.
• Evaluate, enhance, scale, redesign, or retire development offerings based on business outcomes, participant feedback, field input, and performance insights.
• Serve as the senior advisor to business and field leadership on advisor capability, development strategy, organizational readiness, and the future direction of advisor learning and coaching.
• Lead the strategy and evolution of key development programs, including advisor bootcamps, DSF development, ESF development, and leadership development.
• Partner with the Honor Guard, NAF, EAG, and field leaders to refine curriculum and learning experiences.
• Partner with EAG on the strategy and evolution of producer group coaching.
• Establish a scalable train-the-trainer model that equips leaders and coaches to consistently deliver development experiences.
• Ensure programs drive meaningful capability development, adoption, and business impact.
• Provide strategic oversight of learning operations, platforms, curriculum deployment, and training infrastructure.
• Leverage analytics to measure effectiveness, identify capability gaps, and guide future investment decisions.
• Establish performance metrics and reporting that demonstrate the impact of training and development programs.
• Ensure operational excellence and scalability across advisor development initiatives.
• Lead and develop a high-performing team responsible for advisor development, training operations, and program execution.
• Build strong partnerships with senior leaders, field leadership, and cross-functional stakeholders.
• Influence organizational priorities and secure alignment across multiple business groups.
• Foster a culture of accountability, innovation, continuous learning, and execution excellence.

Skills

Business Acumen

Coaching Others

Effective Communications

Group Facilitation

Knowledge of Organization

Training Needs Analysis

Training Programs Management

Education

Bachelor’s degree or equivalent combination of education and relevant professional experience

Job description

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

Equitable is seeking an experienced and dynamic Head of Advisor Training & Development to join our Wealth Management team. In this role you will establish and lead the enterprise strategy for advisor and field leader training, development, education, and coaching across the advisor journey.

This leader will integrate advisor development, curriculum strategy, training operations, coaching programs, learning platforms, and analytics into a cohesive development ecosystem that drives advisor growth and business outcomes. The role will partner closely with field leadership, the Honor Guard, NAF, EAG, and other key stakeholders to ensure development offerings remain relevant, scalable, and impactful.

This position offers a flexible work schedule: it may be fully remote/hybrid. If youarelocatednear one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. You will have up to 25%25 travel for program, field or business needs plus periodic office visits to keep fully engaged with your team.

What You’ll Be Doing

Responsibilities

Enterprise Advisor Development Strategy

• Establish and lead the enterprise strategy, roadmap, and governance framework for advisor and field leader training, development, education, and coaching across the advisor journey.
• Oversee the full advisor development portfolio, ensuring programs, resources, and investments align to business priorities, field needs, and long-term capability objectives. Programs currently span advisor development, leadership development, practice management, coaching, and professional development experiences.
• Evaluate, enhance, scale, redesign, or retire development offerings based on business outcomes, participant feedback, field input, and performance insights.
• Serve as the senior advisor to business and field leadership on advisor capability, development strategy, organizational readiness, and the future direction of advisor learning and coaching.

Advisor Learning & Coaching Programs

• Lead the strategy and evolution of key development programs, including advisor bootcamps, DSF development, ESF development, and leadership development.
• Partner with the Honor Guard, NAF, EAG, and field leaders to refine curriculum and learning experiences.
• Partner with EAG on the strategy and evolution of producer group coaching.
• Establish a scalable train-the-trainer model that equips leaders and coaches to consistently deliver development experiences.
• Ensure programs drive meaningful capability development, adoption, and business impact.

Training Operations & Analytics

• Provide strategic oversight of learning operations, platforms, curriculum deployment, and training infrastructure.
• Leverage analytics to measure effectiveness, identify capability gaps, and guide future investment decisions.
• Establish performance metrics and reporting that demonstrate the impact of training and development programs.
• Ensure operational excellence and scalability across advisor development initiatives.

Leadership & Stakeholder Management

• Lead and develop a high-performing team responsible for advisor development, training operations, and program execution.
• Build strong partnerships with senior leaders, field leadership, and cross-functional stakeholders.
• Influence organizational priorities and secure alignment across multiple business groups.
• Foster a culture of accountability, innovation, continuous learning, and execution excellence.

The total targeted compensation range for this position is $280,000 - $321,500. Total compensation and base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends onleveland functional area of responsibility.

For eligible employees, Equitableprovidesa full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, pleasereferencethe link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• Bachelor’s degree or equivalent combination of education and relevant professional experience.
• 10+ years experience leading advisor, sales, leadership, or professional development strategies within a large, distributed organization.
• Proven success leading complex portfolios of learning, coaching, training, or field enablement programs.
• Deep expertise in learning strategy, curriculum development, coaching methodologies, and organizational capability building.
• Exceptional executive presence with the ability to influence senior stakeholders and drive enterprise-wide initiatives.
• Experience leveraging data and analytics to measure effectiveness and make strategic investment decisions.
• Demonstrated ability to lead through leaders, build high-performing teams, and drive large-scale organizational impact.

Skills

Business Acumen

Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Coaching Others

Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Effective Communications

Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.

Group Facilitation

Knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome.

Knowledge of Organization

Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Training Needs Analysis

Knowledge of tools, techniques and methods of training needs analyses; ability to identify what people need to learn for successful individual and organizational performance.

Training Programs Management

Knowledge of processes and procedures of training programs management; ability to design, implement, evaluate and develop an organization's training programs to achieve high business performance.

About Equitable

At Equitable,we’rea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].