Wealth Training Consultant I

The Wealth Training Consultant I identifies, designs, and delivers learning experiences that improve on the job performance and promote continuous subject matter expertise for Wealth Operations and front office support associates. Using a variety of delivery methods, designs content that engages learners regardless of their level of expertise. Evaluates learning effectiveness through rubrics that evaluate if learners have mastered disciplines and continuously enhances training materials and methods as needed.

KEY RESPONSIBIITIES

• Assist in the review of existing and creation of new Wealth Operations (back office and field) processes and procedures.
• Assist in the implementation of the Wealth Operations training program that partners with business leaders to create and maintain content, establish standard delivery and learning evaluation methods, and consolidate Wealth operations (back office and field) procedures into a common location and format.
• Conducts back office and field needs assessments and consults with Sr. Training Consultant, team members or other key stakeholders to identify operational training needs related to Wealth operational processes and procedures, and operational control systems executed through various Wealth systems, including but not limited to: Pershing NetX360, Tamarac, OnBase, CRM Service Case portal, InvestEdge, etc.
• Assist in establishing training programs for new associates, as well as reinforcement/on-going learning for existing associates, specific to job functionalities in Wealth Operations.
• Assist in the selection of appropriate delivery methods (instructor-led training, Wealth Power Half Hours, e-learning, blended learning, job aids, off-the-shelf vendor hosted learning events, etc.) to ensure learning needs are effectively and efficiently met.
• Applies best practices and adult learning theory to course design and facilitation.
• Proficiently uses technology options for designing and facilitating learning events - i.e., webinars, Teams, virtual instructor-led, etc. to enhance participant experience and transfer knowledge and skills.
• Collaborate with business partners to stays current with regulatory updates and Banking industry changes and updates existing procedures accordingly.
• Partners and utilizes internal talent to design and deliver training as appropriate

JOB REQUIREMENTS, EDUCATION, KNOWLEDGE, AND SKILLS

• Associates degree or equivalent work experience
• 1-2 years' work experience in related area or with transferable skills
• Hands-on experience coordinating multiple training events in a corporate setting highly desired
• Strong communication skills
• Well-developed organizational skills including the ability to manage and prioritize multiple assignments and a wide range of tasks
• Demonstrated technical expertise in the use of computer software products including Word, Excel, PowerPoint, Outlook, Adobe Acrobat and SharePoint
• Knowledge of online learning systems is preferable.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.