Asset Management, Client Skills Training Facilitation & Technology Training, Associate

Job Summary

As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs—including those focused on our proprietary technology platforms. You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions.

The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption.

• Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
• Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in using these tools.
• Support strategic initiatives and key priorities by providing insights for continuous improvement.
• Participate in collaborative initiatives with regional and global team members and managers, seeking ways to continually simplify, improve, and add value to existing business practices.
• Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes.
• Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops, ensuring content builds on foundational programs and bridges to advanced learning.
• Coordinate agendas, presentations, and follow-ups for internal forums (e.g., management meetings).

• Passion for innovation, productivity, process improvement, and helping others grow.
• Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously.
• Ability to synthesize information and formulate clear, compelling presentations for Senior Management.
• Strong work ethic; self-starter with a creative, can-do attitude.
• Excellent interpersonal and communication skills, coupled with strong quantitative and analytical problem-solving abilities.
• High-level proficiency in MS Office products (PowerPoint, Excel, Word); experience with video and virtual meeting technology.
• Experience delivering technology training or onboarding for proprietary platforms, ideally in a financial services or technology-driven environment.
• Ability to translate complex technical concepts into clear, accessible training materials for diverse audiences.
• Comfort with hands-on demonstrations, troubleshooting, and supporting users in real time.
• Not required, but preferred: experience with Tableau and Large Language Models (LLMs).