Job Description
Lead the development of advisor training as a Learning & Development Specialist. Focus on crafting and delivering innovative programs while ensuring training content remains relevant and impactful.
This role offers an opportunity to report to the L&D leader and drive the design and implementation of educational content for advisor partners. With a commitment to service excellence, your work will enhance skills and build stronger partnerships. Your ability to assess training needs will aid in developing effective methodologies for knowledge transfer.
Key Responsibilities:
• Design and scope training programs for advisors
• Deliver comprehensive training via various formats
• Create a library of supportive training materials
• Conduct needs assessments and track accomplishments
• Liaise with experts for content accuracy and updates
Requirements:
• At least 3 years of experience in the wealth management sector
• Familiarity with instructional design and educa...
This role offers an opportunity to report to the L&D leader and drive the design and implementation of educational content for advisor partners. With a commitment to service excellence, your work will enhance skills and build stronger partnerships. Your ability to assess training needs will aid in developing effective methodologies for knowledge transfer.
Key Responsibilities:
• Design and scope training programs for advisors
• Deliver comprehensive training via various formats
• Create a library of supportive training materials
• Conduct needs assessments and track accomplishments
• Liaise with experts for content accuracy and updates
Requirements:
• At least 3 years of experience in the wealth management sector
• Familiarity with instructional design and educa...
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