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JPMorganChase · 2 days ago

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

Phoenix, AZ

Full-time

Onsite

Mid Level

$104K/yr - $160K/yr

3+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Private Bank - Client Skills Training Designer and Facilitator will develop and implement training strategies for Analysts and Advisors, ensuring alignment with business objectives and enhancing participant engagement.

Asset ManagementBankingFinancial Services

Growth Opportunities

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

Training program designWealth Management experienceCoaching certificationData analysisProject managementInclusive leadershipCommunication skillsAttention to detail

Required

3-5+ years work experience

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

Preferred

coaching certification and/or experience in Wealth Management business is desired

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees