Program Manager

Advisors Excel

401(k)

United States, Kansas, Topeka

2950 Southwest McClure Road (Show on map)

May 28, 2025

Position:
Program Manager

Location:	2950 SW McClure Rd
	Topeka, KS

Job Id:
2293

# of Openings:
1

Position: Program Manager

Department: Strategy Department

Reports to: Senior Program Manager

Location: Topeka, KS - onsite

Overview:

We are looking for a dynamic Program Manager to join our Strategy Department and take our advisor training initiatives to the next level.

As a Program Manager on our Strategy Team, you'll lead the design and execution of high-impact advisor training programs that fuel growth and performance across our nationwide network. You'll own everything from content development and speaker alignment to cross-team coordination and strategic agenda planning.

This role is perfect for a content-minded, process-driven professional who thrives in a fast-paced environment, works well across departments, and is passionate about creating polished, intentional experiences for financial advisors. You'll work in lockstep with our Events Managers (logistics), Promotional Manager (comms), and internal stakeholders to deliver programming that aligns with both business objectives and audience needs.

What you'll do:

Design and lead advisor training programs-including agenda development, speaker coordination, and content planning-in partnership with the Senior Program Manager and VP of Events
Collaborate with internal business units to identify advisor training needs and ensure program goals are aligned with broader strategic outcomes
Partner with Event Managers to coordinate seamless event execution (both in-house and off-site)
Work closely with the Promotional Manager and Corporate Marketing to shape promotional strategies and ensure all communications are accurate, timely, and aligned
Manage the review and final delivery of all event-specific materials and attendee communications using internal project tools and platforms
Contribute to content quality by collaborating with presenters and internal experts on training deliverables, value-added materials, and post-event resources
Lead or support post-event evaluations to assess program effectiveness and identify areas for continuous improvement
Manage budgets, vendor relationships, and speaker contracts in coordination with team members
Partner with print and production vendors to ensure collateral and materials are produced and delivered on schedule
Proactively explore innovative ways to evolve our training programs and elevate the advisor's experience

Experience you'll bring:

3+ years of professional experience in events, program management, marketing, financial services, or a related field
Experience managing internal clients or stakeholders and balancing multiple priorities and deadlines
Strategic mindset with the ability to connect training objectives to larger business goals
Organized, dependable, and proactive-able to manage multiple projects and pivot when needed
Strong verbal and written communication skills and the ability to build trust with both peers and leadership
Demonstrated ability to work effectively in a collaborative, fast-paced team environment
Proficient in Microsoft Office (especially Excel and PowerPoint), with working knowledge of tools like Cvent, Salesforce, or project management systems

Bonus Points:

Bachelor's degree in business, communications, marketing, or a related field
Basic familiarity with Adobe Creative Suite (InDesign, Illustrator, Photoshop)
Prior experience in content development, adult learning, or coaching/training environments
Willingness to pursue professional development and industry education

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to an on-site cafe, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events...and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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