Job Description

Job Summary:

As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs—including those focused on our proprietary technology platforms. You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions. The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption.

Job Responsibilities:

  • Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
  • Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in us...

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