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Chase · 5 days ago

Private Bank - Client Skills Training Designer and Facilitator - Vice President

4300 E Camelback Rd, Suite #400, Phoenix, AZ, 85018, US

Full-time

Onsite

Mid Level

$104K/yr - $160K/yr

3+ years exp

Chase is one of the oldest financial institutions, offering innovative financial solutions. As a Private Bank - Client Skills Training Designer and Facilitator - Vice President, you will develop and implement training programs for AWM Analysts and Private Bank Advisors, ensuring alignment with business objectives and participant needs.

BankingFinancial Services

Responsibilities

Develop and implement our Client Skills Training Strategy and Programs built for AWM Analysts and Private Bank Advisors, ensuring alignment with business objectives and participant needs

Understand the practices of high-performing Analysts and Advisors and use this knowledge to build collateral for training programs, ensuring content relevance and effectiveness

Oversee the development, facilitation, management, and marketing of training experiences, including detailed planning and execution of logistics, operations, and participant engagement

Lead the planning, facilitation, and execution of training experiences, managing the project plan and ensuring smooth participant engagement and successful program delivery

Collaborate with global faculty, HR partners, business stakeholders, and program sponsors to design and implement training programs, ensuring strategic alignment and seamless coordination

Design comprehensive program curricula, craft engaging presentations, and manage in-person training experiences, while distributing clear communications to meet training requirements and set participant expectations

Oversee budget, training resources, project planning, and data integrity, ensuring strong controls and compliance with company policies and regulatory changes

Qualification

Coaching certificationWealth Management experienceTraining program designProject planningData analysisInclusive leadershipCommunication skillsAttention to detail

Required

3-5+ years work experience; coaching certification and/or experience in Wealth Management business is desired

B.A. degree in related field

Experience designing, building and facilitating training programs or with creating and executing project plans

Ability to articulate complex concepts clearly to differing audiences

Ability to prioritize tasks, work independently, exercise good judgment, troubleshoot and implement changes, and maintain strong attention to detail and organization

Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders

Inclusive leadership skills with the ability to collaborate across different teams