Program Manager, WM Training

Job Description

What is the opportunity?

Join our team as a Program Manager and become a catalyst for advisor excellence. You'll transform how our Investment Advisors approach prospecting, client relationships, and wealth management practices. By designing and delivering innovative training solutions, you'll empower advisor teams to work smarter, unlock opportunities, and deliver exceptional client service.

What will you do?

• Design and Execute Strategic Training to create scalable learning initiatives aligned with business objectives that accelerate advisor performance and onboarding while measuring tangible outcomes
• Champion Innovation and Modern Practices by evaluating emerging trends, sales methodologies, and training technologies to modernize the advisor experience and drive productivity gains
• Deliver High-Impact Facilitation by leading engaging in-person and virtual training se...