Key skills
Sales
About this role
Role Overview
- Collaborate regularly with Wealth leaders to identify employee development needs
- Develop a talent development strategy to close agreed upon skill gaps
- Own initiatives from start to finish – ideation, development, execution, and follow up
- Develop training curriculum from scratch and adjust existing curriculum
Requirements
- Bachelor's Degree or equivalent experience (required)
- A minimum of 7 years experience in talent development, consulting, sales, or client service coaching (required)
- Knowledgeable of the wealth management business
- Excellent active listener with the ability to coach others
- Ability to work independently with little management oversight
Benefits
- Health insurance
- 401(k) matching
- Flexible work options
- Professional development opportunities