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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing and delivering effective training programs tailored to wealth management and investment management services, utilizing adult-learning principles and instructional design methodologies. Strong ability to evaluate training effectiveness and collaborate with clients and subject matter experts to continuously improve learning outcomes.
Highest-signal resume keywords
Wealth Management ExperienceInstructor-Led Training DeliveryTraining Needs AssessmentPresentation DevelopmentClient-Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Instructional DesignTraining Program DevelopmentVirtual Training FacilitationCourse Material CreationAdult-Learning Principles
Soft Skills
Communication SkillsRelationship-BuildingProject ManagementProblem-Solving Skills
Tools & Technologies
Multimedia Development ToolsDigital Learning ApproachesStandard Workplace Technology
Industry Keywords
Trust AdministrationCustody ServicesInvestment Management OperationsFinancial Services Environment
About the role
Key responsibilities & impact- Design, develop and deliver task- and job-based learning programs for trust, custody and investment management services
- Conduct training needs assessments and select instructional strategies based on learner skill levels, business processes, job responsibilities and client objectives
- Create, customize and maintain presentations, training guides, job aids, tutorials and other learning resources
- Collaborate with subject matter experts to keep content accurate and current
- Deliver standard, customized and train-the-trainer programs in classroom and virtual environments
- Evaluate training effectiveness through learner feedback and training outcomes
- Manage assigned training initiatives from planning through delivery
- Partner with clients and internal teams to understand business needs, coordinate learning plans, address issues and continuously improve training effectiveness
Requirements
What you’ll need- Experience with wealth management, trust administration, custody and/or investment management operations within a financial institution or financial-services environment
- Demonstrated experience designing and delivering instructor-led and virtual training, including strong presentation, facilitation, and classroom-management skills
- Experience conducting training needs assessments and applying adult-learning principles to develop instructional strategies and learning materials
- Experience creating and maintaining presentations, course materials, training guides, job aids, or other learning resources using standard workplace technology
- Strong client-service, communication, relationship-building, project-management, and problem-solving skills, with the ability to collaborate with subject matter experts and work independently
- Preferred: Experience supporting back-office wealth management processes and training on financial-services products, applications, or operational workflows
- Preferred: Familiarity with instructional design methodologies, multimedia development tools, and digital learning approaches
- Preferred: Experience customizing course content, supporting train-the-trainer programs, and using learner feedback or evaluation results to improve training
Benefits
Comp & perks- Opportunities to make an impact in fintech
- Internal career growth opportunities
- Personal and professional learning
- Inclusive, diverse work environment
- Resources to give back to your community