Wealth Sales Enablement Program Manager responsible for training and development within the Wealth Segment. Collaborating with business leaders to enhance colleague skills and onboarding processes.
Responsibilities
Collaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training opportunities within each job family.
Manage onboarding training within Wealth.
Manage and distribute training reporting and analysis
Design, coordinate and manage the onboarding processes ensuring a consistent and thorough onboarding experience for new hires.
Demonstrate knowledge of and remain current and up to date on changes to Wealth Management products, services and systems.
Assist in the facilitation and execution of in-person and/or virtual Instructor Led training, executing with a professional level of communication.
Performs other duties as assigned
Requirements
Bachelor’s Degree
5+ years of Wealth Management experience- including High Net Worth / Private Bank
Leadership and training technology tools experience
Ability to convey complex information verbally and in writing with a clear and concise manner
Experience working across teams to achieve goals
Experience participating in group sessions to gather and communicate information
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