Reporting to our Chief Training and Quality Officer, this role will be responsible for the development, sourcing, and delivery of training content to client facing colleagues.
The training and development of Cerity Partner colleagues, both new and tenured, is an integral part of our firm’s culture and growth strategy.
Focus on leading the design, development, and delivery of Cerity Partners University for newly hired associates.
Develop and deliver case studies for all colleague levels which both challenge technical skills while also developing emotional intelligence and client interaction expertise.
Collaborate with local partners to design development plans for their colleagues to either improve performance or accelerate career growth, where applicable.
Requirements
Bachelor’s degree in Finance, Accounting, Financial Planning, Business or related field of study.
5+ years of relevant client-facing experience providing holistic financial planning to high net worth individuals, families, and institutions.
Deep knowledge and expertise in high net worth financial planning, retirement & cash flow, estate planning, income tax planning, insurance planning, and executive compensation & benefits.
You must have strong verbal and written communication skills, professional presentation, and organizational skills.
Ability to establish credibility, build consensus and collaborate with discerning, expert advisor colleagues.
Your organization and project management skills set you apart from your peers and you use data and data analysis to ground every decision.
2+ years of relevant experience in teaching or training and development preferred.
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