Digital Enablement Trainer

Position: Digital Enablement Trainer at Richardson Wealth
Join Richardson Wealth in shaping the future of digital training as a Wealth Digital Enablement Trainer. Support advisors by optimizing their workflows and enhancing tool adoption.

As a Wealth Digital Enablement Trainer, you will be pivotal in delivering comprehensive training programs for advisors and support teams. This role emphasizes translating technology into actionable strategies that improve client service and operational efficiency. You will collaborate with stakeholders to ensure that digital platforms are utilized to their fullest potential.

Key Responsibilities:

• Conduct engaging training sessions and workshops

• Enable teams to navigate and optimize connected systems

• Identify workflow gaps and recommend effective solutions

• Drive awareness and adoption of new digital tools

• Develop and update practical training materials and resources

Requirements:

• Proven experience in training within wealth management

• Strong technical and operational knowledge of platforms

• Understanding of client service and advisory practices

• Excellent facilitation and relationship-building skills

• Ability to assess and improve training effectiveness

Catalyze change and improve advisor capabilities through effective training at Richardson Wealth.
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