Practice Management Consultant

Guardian Life Insurance Company - United States3.7

Practice Management Consultant - (18001539)

Position Objective:
The Program Manager provides professional support, leadership, project management and consultation to projects and initiatives they lead. This position will work closely with a cross function project team to implement the projects, programs, and initiatives.

Essential Duties and Responsibilities:
Project Management: Define project scope, goals and deliverables that support business goals in collaboration with stakeholders. Develop full-scale project plans and associated communications documents. Track project milestones and deliverables. Manages vendor relationships. Lead end-to-end implementation of projects in a fast-paced, challenging environment with multiple, competing priorities. Build partnerships with key decision makers. Manage major initiatives such as, but not limited to Practice Builder Program, Experienced Advisor Recruiting, Digital Solutions, and Financial Representative Lifecycle.
Delivery: Supports the delivery of live training sessions on as needed basis. Coordinate all aspects of remote meetings and training events in partnership with internal meetings and events team. Manage all aspects of the Learning Management System (LMS) regarding Park Avenue Securities including implementation of content and tracking of activity.
Instructional Design: Perform Needs Assessment to determine appropriate learning solutions. Design, develop, implement and evaluate programs using a variety of instructional techniques and formats such as role-playing, simulations, team exercises, peer-to-peer group discussions, videos and lectures. Uses up-to-date knowledge and skills associated with the content being developed and delivered and collaborates with subject matter experts in the technical/functional areas of the content development. Works with others to create activities to support curriculum such as; multimedia, visual aids, eLearning, distance learning and other educational methodologies. Develop appropriate training solutions as they relate to department and firm strategy.
Organizational Development Support: Stay current on research and practices in learning and development and talent management solutions, applying appropriate applications/processes to improve learning outcomes. Be familiar with and stay abreast of new innovations in practice management as it relates to financial service and advice.

Experience working in a large, global organization. Experience in client relationship management, program management and needs assessment.
Experience in financial services with an emphasis on advisor practice management
Classroom and eLearning experience
Corporate event planning
Manages vendor/contractor/consultant relationships and rules of engagement
Highly developed organizational skills
Strong written and oral communication



An understanding of project management terminology, concepts, processes & tools, with an ability to creatively apply these to projects, without increasing risk.
Demonstrated ability to synthesize data from evaluations and other sources and make recommendations based on the data.
Ability to collaborate with and influence others; providing thought leadership in learning and development strategies and solutions.
Proficiency in Microsoft Word, PowerPoint, and Excel.
Proficiency in multimedia in training including software applications.
Investment product knowledge.
Advisor practice management.
3 years or more of financial services experience
2-3 years’ experience managing vendors including RFP process for selection
3-5 years of experience in analyzing and understanding learning needs, recommending best learning solutions, and buying or building solutions for maximum results in a financial services organization.

This position requires a Bachelor Degree.
About Guardian
Every day, Guardian gives 26 million Americans the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, we’re a Fortune 250 mutual company and a leading provider of life, disability and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of ~9000 employees and our network of over 2750 financial representatives is committed to serving with expertise when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2017 included $8.0 billion in capital and $1.6 billion in operating income. For more information, please visit or follow us on Facebook, LinkedIn, Twitter and YouTube.
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian® is a registered trademark of the Guardian Life Insurance Company of America.

Primary Location: United States
Job: Wealth Management
Schedule: Full-time
Shift: Day Job
Job Type: Standard
Travel: Yes, 10 % of the Time
Job Posting: Nov 1, 2018, 11:30:07 AM