Branch Management/Mobility and Training Clause Samples

Branch Management/Mobility and Training. All available field sales management positions will be posted on MS-GWMG’s Internal Job Bank. These positions currently are titled: Branch Manager; Financial Advisor in Charge; Sales Manager; and Assistant Branch Manager. Minimum requirements for qualification for a management position are available on MS-GWMG’s internal job bank. All positions will be posted for a minimum of five (5) business days. Either the hiring manager or Human Resources will follow up with each applicant/candidate in a timely manner. In addition, MS-GWMG shall develop and implement a computerized system to generate an electronic mail notification to Financial Advisors who request to be informed of new management job postings. MS-GWMG’s Learning and Development department has developed and implemented a comprehensive management assessment and development program. The program will provide candidates with a formal and transparent path to assessment and selection as branch managers, and provide field management with an established and tested protocol for selection of high-potential candidates by trained assessors. MS-GWMG shall provide all management-level field personnel with diversity training no less than every other year. The format of such training may vary from jurisdiction to jurisdiction depending on the relevant legal requirements. However, all managers shall, at a minimum, be required to complete an interactive, customized, e- learning training program. The positions to be trained are: Division Directors, Associate Division Directors, District Managers, Non-Producing and Producing Branch Managers, Financial Advisors in Charge, Risk Managers, Assistant Branch Managers, Sales Managers, and Service Managers. In addition, ▇▇▇▇▇▇ ▇▇▇▇▇▇▇ agrees to provide diversity related training to field sales branch management which incorporates elements of the Implicit Association Test or similar tool agreed upon by the parties. ▇▇▇▇▇▇ ▇▇▇▇▇▇▇’▇ Learning and Development Department will make available additional study materials and resources to assist the Financial Advisor Trainees in obtaining the Series 7 registration. Branch Manager compensation shall have a meaningful diversity component designed to measure and reward efforts at diversifying representation rates in the Financial Advisor position including the recruiting, training, and retaining qualified African American and Latino Financial Advisors. MS-GWMG agrees that it shall develop and implement a process whereby field sales managemen...