Wealth Enablement Digital Trainer

Overview

Build the future with us
Are you driven by shaping and delivering digital transformation and modern learning experiences in wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

Responsibilities

• Deliver engaging instructor‑led, virtual, and one‑on‑one training sessions for advisors, assistants, and internal teams.
• Enable advisory teams to use digital platforms, operational tools, and business processes more effectively to improve productivity and client service.
• Translate complex technical concepts and business processes into practical, advisor‑focused learning experiences.
• Support adoption of new tools, processes, platform enhancements, operational changes, and business transformation initiatives.
• Develop and maintain training materials, job aids, reference guides, videos, and learning resources...