Job Title

The Training Design and Development Team creates custom learning solutions for the firms Wealth Management field audiences. Training materials cover a range of topics including systems training, product support, and career development. This role will focus primarily on leading the creation of custom training deliverables in support of new programs, system processes, technology releases, and firm initiatives. Our goal is to create an innovative personalized learning experience in everything we do. Candidates must have a foundational understanding of instructional development, design models and experience with interactive training. Responsibilities > Meet with training, product, business and technology owners to understand project details and downstream impacts to existing processes > Review plans for overarching training content and make recommendations for enhancements, improvement, and optimization > Define learning objectives and develop a customized training plan based on target audiences > Design and develop training of all forms (including but not limited to e-learning courses, quick reference materials, online reference materials, instructor led training, meetings in a box, curriculums, sandbox environments, etc.) > Document workflow processes end to end > Coordinate review and approvals of training content with business and technology owners > Create and adhere to project timelines and escalate risks as needed Requirements > Advanced knowledge of instructional design models and adult learning > Strong communication, presentation, organization, and time-management skills > Ability to work independently, draft individual project plans, manage to deadlines and communicate across larger team goals, deliverables and milestones > Establish, maintain, and support strong working relationships > Ability to work in an environment with multiple high priority projects > Demonstrates accountability, a strong work ethic, and an eye for detail to promote confidence and trust in their work