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

• Certified Financial Planner^® (CFP) or Chartered Financial Consultant (CHFC) (PREFERRED)
• 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)

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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