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Cambridge Investment Research Corporate Trainer External in Fairfield, Iowa

Cambridge Investment Research, Inc., a national leader as a securities financial solutions firm, has an opening in the Marketing Department for a full time Corporate Trainer. The Corporate Trainer works under the direction of Knowledge Center Leadership and trains on various aspects of company processes and software.

As one of the nation’s leading independent broker-dealers, Cambridge Investment Research Inc. continues to seek qualified and talented professionals. The combination of long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity.

Essential Duties and Responsibilities:

  • Develop, implement and lead financial advisory services training programs including facilitating training primarily via online or telephone with occasional classroom facilitation

  • Partner with management and advisors to develop and market training courses to meet professional development objectives

  • Schedule, prepare, and administer training to meet learning objectives to new and existing clients

  • Provide ‘best-in-class’ customer service related to financial advisory services training and supply information as needed at request of management and rep-advisors and track open issues with consistent follow-up to ensure issues are resolved

  • Maintain accurate information in the Learning Management System (LMS) through timely entry of training activity

  • Research training knowledge, trends, and procedures to utilize during future training development

Education/Experience:

Bachelor’s degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Certificates and Licenses:

Financial Industry Regulatory Authority (FINRA) Series 7 are required. Registered Corporate Coach (RCC) certification required.

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