Wealth Management Enablement Manager

Role Overview

• Curate a deliberate and strategic curriculum for WM: contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis.
• Control what is communicated to ensure deliberate and impactful outcomes.
• Deliver training to new hires and new to firm employees.
• Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities.
• Track and trend Advisor Team requests and identify training gaps/ opportunities.
• Collaborate with M&A leadership to drive integration process improvement.
• Maintain regular communication with business stakeholders to refine and evolve the training program.
• Review and understand workflow process and technology enhancements.

Requirements

• Proven experience as a training manager, corporate trainer or similar role
• Excellent speaking and presentation skills
• Strong organizational and communication skills
• Knowledge of instructional design theory and learning principles
• Proficient in MS Office and Learning Management Systems (LMS)
• Familiarity with e-learning platforms and practices
• Curriculum design skills
• Ability to manage multiple projects and deliver results on deadlines
• Ability to work effectively with individuals at all levels of the organization
• BA in education, training, HR or related field is a plus

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance