Wealth Training Consultant

JOB PURPOSE

Identify, design, and deliver learning experiences that improve job performance and promote continuous subject matter expertise for Wealth Operations and front office support associates. Using a variety of delivery methods, designs content that engages learners regardless of their level of expertise. Evaluates learning effectiveness through rubrics that assess whether learners have mastered disciplines and continuously enhances training materials and methods as needed.

• Design a Wealth Operations training program that partners with business leaders to create and maintain content, establish standard delivery and learning evaluation methods, and consolidate Wealth operations procedures (back office and field) into a common location and format.
• Partner and connect with the JFG Corporate Trainers for recommended training strategies.
• Conduct needs assessments and consult with team members or other key stakeholders to identify operational training needs related to Wealth operational processes and procedures, and operational control systems executed through various Wealth systems, including but not limited to Pershing NetX
  360, Tamarac, OnBase, CRM Service Case portal, Invest Edge, etc.
• Establish training programs for new associates, as well as reinforcement/on‑going learning for existing associates, specific to job functionalities in Wealth Operations.
• Establish a repository for learning materials.
• Select appropriate delivery methods (instructor‑led training, Wealth Power Half Hours, e‑learning, blended learning, job aids, off‑the‑shelf vendor‑hosted learning events, etc.) to ensure learning needs are effectively and efficiently met.
• Apply best practices and adult learning theory to course design and facilitation.
• Leverage rapid and agile development techniques and processes to design learner‑centric experiences. Implement program enhancements as needed.
• Proficiently use technology options for designing and facilitating learning events – i.e., webinars, Teams, virtual instructor‑led, etc. – to enhance participant experience and transfer knowledge and skills.
• Identify learning paths for associates that align to organizational competencies.
• Develop and host training events as needed, providing a positive and engaging learning environment for learners.
• Stay current with regulatory updates and banking industry changes and update existing procedures accordingly.
• Partner and utilize internal talent to design and deliver training as appropriate.
• Source external content and vendor relationships as needed.
• Measure training effectiveness through learning rubrics and ongoing feedback gathered. Track learner training participation and progress.

• Associate's degree or equivalent work experience.
• 1‑3 years' work experience in a related area or with transferable skills.
• Hands‑on experience coordinating multiple training events in a corporate setting highly desired.
• Strong communication skills.
• Well‑developed organizational skills, including the ability to manage and prioritize multiple assignments and a wide range of tasks.
• Demonstrated technical expertise in the use of computer software products including Word, Excel, PowerPoint, Outlook, Adobe Acrobat, and SharePoint.
• Knowledge of online learning systems is preferable.

Our Associates are expected to willingly accept new responsibilities to support our success; this includes either taking on new tasks or learning new skills in order to meet business and organizational goals.

Come as you are.

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.