Senior Trainer

Citi

. Provide high levels of support to newly recruited Wealth Services personnel, including licensed representatives, resource officers and service team managers .

Posted 9/21/2026full-timeUnited StatesSenior💰 $70,720 - $106,080 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering training and support for Wealth Services personnel, utilizing adult-learning principles and a variety of instructional methods. Proficient in managing learning environments and assessing training effectiveness to ensure successful onboarding and development of new hires.

Highest-signal resume keywords

Registered FINRA Series 7 LicensingSecurities Industry Essentials (SIE) LicensingCiti Wealth ExperienceTraining Development and DeliveryMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training DevelopmentWealth Management KnowledgeBrokerage KnowledgeAssessment Tools UsageCurriculum DesignTechnical KnowledgeSalesforce ProficiencyNetX360 SupportAdult-Learning PrinciplesCoaching Plans Creation

Soft Skills

Clear CommunicationRelationship BuildingCreativityAccountabilityDetail Oriented

Tools & Technologies

SalesforceNetX360Microsoft PowerPoint

Certifications & Qualifications

Registered FINRA Series 7Securities Industry Essentials (SIE)Licenses 66 or 65 (Preferred)

Industry Keywords

Wealth ServicesClient OnboardingManaged AccountsFinancial PlanningHigh-Net-Worth ClientsBehavioral TrainingVirtual TrainingClassroom TrainingLearning Environment ManagementTraining Materials Development

About the role

Key responsibilities & impact

Provide high levels of support to newly recruited Wealth Services personnel, including licensed representatives, resource officers and service team managers
Help new hires learn and become more proficient with advisor desktop tools
Work with internal product and subject matter experts
Maintain procedure guides, user manuals, training materials and Wealth business intranet sites
Deliver periodic training on subject matter, new systems, processes, procedures and updates
Serve as a subject matter expert for former trainees after training completion
Coordinate adjunct training across Client Onboarding and Maintenance, Brokerage Platforms, Trading, Managed Accounts, Citi Wealth Advisor, Salesforce, Alternate Investments, Financial Planning, Insurance & Annuities, Cash Management and Lending
Provide support for third-party software tools including NetX360 and Salesforce
Represent software tools to Wealth Services personnel and internal business areas; identify latest versions and product enhancements
Provide technical and product knowledge supporting US Citigold/CPC Teams serving Affluent and High-Net-Worth Clients
Deliver training using adult-learning principles, varied instructional methods and media
Deliver product, technical, systems, sales, behavioral and skill-based training in classroom or virtual environments
Deliver nationally developed curricula consistently
Partner within USCC and Wealth Management Learning to deliver customized learning events
Manage the learning environment and transfer of learning
Use assessment tools to measure and analyze training results, identify learning gaps and communicate curriculum gaps to Design and Development
Collaborate with managers to create individualized coaching plans
Collaborate with stakeholders to ensure new hire onboarding success
Facilitate coaching, communication and leadership workshops
Support learning-request intake through consulting, needs analysis, implementation and business-outcome measurement
Support design and development of training solutions using varied learning tools and modalities
Observe and facilitate curricula in classroom and virtual environments and collaborate with partners to ensure learner success

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
Experience with Citi Wealth
Minimum 5-8 years professional work experience
Registered FINRA Series 7 licensing is required
Securities Industry Essentials (SIE) licensing is required
Additional licenses 66 or 65 preferred
Consistently demonstrates clear and concise written and verbal communication skills
High knowledge level of Brokerage / Wealth Management related knowledge
High degree of accountability, creativity and interpretive thinking
Ability to build positive relationships with management, new hires, and field personnel
Proficient in Microsoft Office with an emphasis on MS PowerPoint
Self-motivated and detail oriented
Ability to sit for long periods of time to support virtual delivery
Ability to stand for long periods of time to support classroom delivery

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards for eligible employees
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays