Asset Management Client Skills Training Facilitation and Technology Training Associate

Description

The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge‑based global training programs for teams and individuals across Asset Management. As part of the broader Global Product Strategy, Development & Client Skills Training organization, this role offers deep insight and connection to the entire Asset Management business, including opportunities to interact with senior stakeholders. In addition to client skills, this role will also focus on training employees on our proprietary technology platforms, ensuring our teams are equipped to leverage cutting‑edge tools in their daily work.

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.
• Build strong partnerships with key stakeholders to drive our training strategy.
• 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).

• Bachelor’s degree in a related field.