Wealth Training Content Manager

Wealth Training Content Manager

Ensure the accuracy and currency of training content, manage training environments, and collaborate closely with instructional designers and subject matter experts to enhance our training programs.

Key responsibilities and duties:

• Training content management: ensure all training content is accurate, current, and approved through content management system as needed.
• Training environment management: manage training and sandbox environments, including overseeing enhancements and addressing issues.
• Maintenance catalog process: oversee the maintenance catalog process partnering with subject matter experts (SMEs) or other business lines as necessary.
• Multimedia learning content: manage multimedia learning content and control access to ensure availability and relevance.
• Collaboration with Instructional Designers: work closely with instructional designers to create and update training content as required.
• Development and training initiatives: influence the development of new content through training initiatives through close and consistent contact with field representatives

Educational requirements:

University (Degree) Preferred

Work experience:

5+ Years Required; 7+ Years Preferred

FINRA Registrations:

SRC Indicator:
Series 7