Wealth Management Development Specialist

Drive impactful training initiatives as a Learning & Development Specialist. Focus on creating outstanding training programs designed to enhance advisor capabilities within the wealth management landscape.
This 12-month position emphasizes the development and implementation of comprehensive training solutions. You will be responsible for designing educational materials, delivering webinars, and managing a resource library for advisors. Keeping current on regulatory requirements will ensure the training remains relevant and effective.
Key Responsibilities:
• Design and implement tailored advisor training programs
• Maintain and expand the existing training library
• Deliver live learning sessions via various platforms
• Collaborate with Subject Matter Experts for content accuracy
• Track continuing education credits for advisors
Requirements:
• At least 3 years in wealth management industry
• Strong background in training and adult learning principles
• ...