OH0713 NW Bancshares HQ, PA0736 Administration Center
Job Description
• Program Strategy and Governance
*Define and evolve the LRM program vision, strategy, and multi-year roadmap
*Establish success metrics and track program effectiveness against business goals
*Build and maintain governance routines, including quarterly reviews and performance checkpoints
*Develop standardized playbooks, role expectations, and consistent operating models across markets
• Talent Pipeline and Licensing Execution
*Lead LRM selection cycles throughout the year
*Partner with Financial Advisors and Relationship Partners to build a strong, diverse candidate pipeline
*Oversee licensing cohorts to ensure high pass rates and timely completion
*Ensure full compliance with FINRA and all regulatory requirements
• Training, Coaching, and Sales Development
*Design and deliver monthly skill-building sessions for LRMs
*Partner with Financial Advisors to strengthen coaching practices and on-the-job development
*Create scalable learning approaches that accelerate time to productivity
• Program Operations and Performance Management
*Manage program timelines, logistics, and external vendor relationships as needed
*Track and report on key performance indicators, including: Licensing pass rates, Time to productivity, Revenue and referral contributions, Client experience outcomes
*Provide actionable insights and recommendations to senior leadership to continuously improve results
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree
Work Experience
5 - 6 years Experience in banking, wealth management, or financial services And
2 - 3 years Experience leading programs, projects, or talent development initiatives And
2 - 3 years Demonstrated experience working with licensed roles (e.g., Series 6/7, 63/65/66) or supporting FINRA-regulated environments
Additional Knowledge, Skills and Abilities
• Proven ability to manage cross-functional partnerships and deliver results through influence
• Experience designing or scaling training, talent, or licensing programs
• Strong knowledge of retail banking and wealth collaboration models
• Ability to analyze performance data, generate insights, and drive action
• Strong coaching and facilitation skills, with experience developing talent at scale
• Highly organized with the ability to manage multiple priorities and stakeholders
• Results-oriented mindset with a focus on client experience and revenue growth
Licenses and Certifications
FINRA SIE SIE, S7, S65/66, L&H Within 1 year
