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Johnson Financial Group · 5 hours ago

Wealth Training Consultant I

Milwaukee, WI

Full-time

Onsite

Entry Level

1+ years exp

Johnson Financial Group is a company focused on enhancing the skills and knowledge of its employees in Wealth Operations. The Wealth Training Consultant I is responsible for designing and delivering training programs that improve job performance and support continuous learning for associates in Wealth Operations.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Assist in the review of existing and creation of new Wealth Operations (back office and field) processes and procedures

Assist in the implementation of the Wealth Operations training program that partners with business leaders to create and maintain content, establish standard delivery and learning evaluation methods, and consolidate Wealth operations (back office and field) procedures into a common location and format

Conducts back office and field needs assessments and consults with Sr. Training Consultant, team members or other key stakeholders to identify operational training needs related to Wealth operational processes and procedures, and operational control systems executed through various Wealth systems, including but not limited to: Pershing NetX360, Tamarac, OnBase, CRM Service Case portal, InvestEdge, etc

Assist in establishing training programs for new associates, as well as reinforcement/on-going learning for existing associates, specific to job functionalities in Wealth Operations

Assist in the selection of appropriate delivery methods (instructor-led training, Wealth Power Half Hours, e-learning, blended learning, job aids, off-the-shelf vendor hosted learning events, etc.) to ensure learning needs are effectively and efficiently met

Applies best practices and adult learning theory to course design and facilitation

Proficiently uses technology options for designing and facilitating learning events - i.e., webinars, Teams, virtual instructor-led, etc. to enhance participant experience and transfer knowledge and skills

Collaborate with business partners to stays current with regulatory updates and Banking industry changes and updates existing procedures accordingly

Partners and utilizes internal talent to design and deliver training as appropriate

Qualification

Training coordinationWealth Operations knowledgeAdult learning theorySoftware proficiencyOnline learning systemsCommunication skillsOrganizational skills