Join us as a Digital Enablement Trainer focused on wealth management. Shape digital transformations and deliver impactful learning experiences to advisors and their teams.
This role involves leading instructor-led training to maximize the effectiveness of digital tools in wealth management. You will simplify complex processes and enhance the client experience through effective training and support. Your understanding of advisor workflows will be crucial in facilitating adoption and driving productivity.
Key Responsibilities:
• Conduct virtual and in-person training for advisors
• Enhance operational tool usage within advisory teams
• Create practical learning experiences for advisors
• Facilitate adoption of business transformation initiatives
• Gather feedback to continually improve training support
Requirements:
• Proven skills in coaching and facilitation
• Mandatory experience in wealth management environments
• Comfort with platforms like Croesus a...