About the role

  • 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
  • Strong written and verbal communication skills
  • Strong MS PowerPoint presentation skills
  • Project Management and/or Change Management experience

Benefits

  • Flexible work arrangement
  • Professional development
  • Equal Opportunity Employer

Job title

Wealth Sales Enablement Program Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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