Jorge Santana
Executive Director of Development | Human Resources Leader | Corporate Trainer | Strategic Business Partner | Sales Professional | Marine Corps Veteran
- Role
- Executive Director of Development at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jorge Santana
Experienced Program Manager and HR Leader with 15 years of distinguished service in the United States Marine Corps. Proven expertise in operations, talent acquisition, people management, and curriculum development. Adept at driving organizational change, aligning resources with strategic goals, and fostering high-performing teams of up to 150 members. Skilled in risk analysis, performance enhancement, and program implementation using agile and waterfall methodologies. Known for strategic thinking, exceptional leadership, and a passion for empowering individuals to reach their full potential. Holds a Bachelor’s in Business Management, a Master’s in Human Resources Development, and an active security clearance.
Experience
Executive Director of Development
Dec 2025 — Present · Charlotte, NC, US
Lead the education and development of new financial representatives, driving client acquisition, retention, and overall success through the NO104 training framework.• Facilitate key training programs such as the Financial Planning Academy, Fastrack Sales School, and ACE meetings. Oversee faculty selection, development, and evaluation.• Develop and manage onboarding programs for new financial representatives during their first six months to ensure long-term success.• Foster a culture of high performance by championing ongoing learning and professional development, monitoring progress, and celebrating achievements.• Collaborate with leadership to create productivity contests and incentive programs that reinforce learning goals.• Oversee the U5 development framework, managing new representative contracts, performance plans, and key metrics at 30/60/90-day intervals.• Ensure compliance with performance reviews, documentation, and client data tracking to support financial representatives’ growth.• Manage performance improvement plans, ongoing education initiatives, and termination processes as necessary.• Partner with leadership and mentors to track progress on learning milestones and share insights to support continuous improvement.
Education
University of Phoenix
Bachelor's degree, Management
2014 — 2016
Villanova University
Master's degree, Human Resources Management and Development
2017 — 2020
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