A family office for your family.

Wealth Management Enablement Manager

ManagerManagerFull TimeRemoteTeam 501-1,000Since 1985H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

19 days ago

Salary

$93.5K - $110K / year

Bachelor DegreeEnglish

Job Description

• Curate a deliberate and strategic curriculum for WM: contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis. • Control what is communicated to ensure deliberate and impactful outcomes. • Deliver training to new hires and new to firm employees. • Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities. • Track and trend Advisor Team requests and identify training gaps/ opportunities. • Collaborate with M&A leadership to drive integration process improvement. • Maintain regular communication with business stakeholders to refine and evolve the training program. • Review and understand workflow process and technology enhancements.

Job Requirements

Proven experience as a training manager, corporate trainer or similar role
Excellent speaking and presentation skills
Strong organizational and communication skills
Knowledge of instructional design theory and learning principles
Proficient in MS Office and Learning Management Systems (LMS)
Familiarity with e-learning platforms and practices
Curriculum design skills
Ability to manage multiple projects and deliver results on deadlines
Ability to work effectively with individuals at all levels of the organization
BA in education, training, HR or related field is a plus

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance