Wealth Training Consultant

Wealth Training Consultant I

Johnson Financial Group

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 evaluate if 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) procedures into a common location and format.
• Partners and connects with the JFG Corporate Trainers for recommended training strategies.
• Conducts needs assessments and consults 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.
• Selects appropriate delivery method (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.
• Applies best practices and adult learning theory to course design and facilitation.
• Leverage rapid and agile development techniques and processes to design learner-centric experiences. Implements program enhancements as needed.
• Proficiently uses 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.
• Identifies learning paths for associates that align to organizational competencies.
• Develops and hosts training events as needed, providing a positive and engaging learning environment for learners.
• Stays current with regulatory updates and Banking industry changes and updates existing procedures accordingly.
• Partners and utilizes internal talent to design and deliver training as appropriate.
• Sources external content and vendor relationships as needed.
• Measures training effectiveness through learning rubrics and ongoing feedback gathered. Track learner training participation and progress.

• Associates degree or equivalent work experience.
• 1-3 years’ work experience in 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.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.