Financial Trainer delivering wealth management training across various platforms. Engaging clients through in-depth training experiences while enhancing course materials and supporting business development.
Responsibilities
Design and deliver high-quality training across wealth and asset management programs and academies—via in-house, virtual, and public courses—to improve client decision-making, risk management, and portfolio outcomes
Translate complex wealth management concepts into engaging, practical learning experiences aligned to client objectives and Fitch Learning quality standards
Prepare and continuously enhance training materials and assessments to reflect evolving industry practices, regulations, and product innovations
Support business development as a subject matter expert—participating in scoping calls, tailoring proposals, and presenting program solutions to client stakeholders
Serve as the first point of contact for content, technical, and process questions related to wealth and asset management, strengthening client trust and program effectiveness
Requirements
Extensive wealth/asset management experience within an investment manager, commercial or investment bank, financial regulator, or similar financial institution
Proven presentation skills and confidence teaching complex topics to diverse audiences (virtual and in-person)
You are an effective communicator with a passion for education and measurable impact on learner outcomes
Benefits
Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community
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