Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations
Support onboarding of new hires and ongoing professional initiatives
Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment
Monitor progress and conduct skill assessments for new team members
Develop and maintain up to date curriculum training materials including guides, presentations, and learning units
Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
Maintaining data integrity across all systems and updating as necessary
Assisting various team members with complex requests and answering questions with elevated knowledge
Actively participating in company initiatives, testing and pilot groups, and specialized workflows
Some duties can include if appropriate
onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion
Other duties as needed

High School diploma with a bachelor’s degree highly preferred
One to Three years of job-related experience
Financial services industry required
Prior experience working in an office environment with a customer service focus helpful
Experience in training, teaching, or instruction role recommended
Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences
Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
Enjoy collaborating and building positive relationships internally with co-workers and externally with clients
Excellent verbal and written communications skills a must
Strong MS Word, Excel, and Outlook skills required
Strong desire for continuous self-learning and professional growth

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Talent Developer I

Key skills