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teachingtrainingfacilitation
Job Description
📋 Description
- Own Functional Skills learning domain across financial services units.
- Partner with business leaders and SMEs to identify needed knowledge and skills.
- Translate complex technical knowledge into practical learning experiences.
- Establish functional skill standards and learning objectives.
- Design and deliver learning using adult principles and real-world scenarios.
- Develop scalable training solutions with cross-unit collaboration.
🎯 Requirements
- Bachelor’s degree in finance, business, economics, accounting, education, organizational
- Professional designation such as CFP®, CFA®, CPA, ChFC®, CLU® or equivalent.
- Experience training functional skills in financial services disciplines (wealth management
- Proven ability to translate complex knowledge into impactful training and learning experiences.
- Experience partnering with SMEs and leaders to define competencies and performance expectations.
- Background in designing/delivering learning that links technical expertise to workplace performance.
🎁 Benefits
- $105,000–$135,000 annual compensation, with potential bonus or incentives.
- Compensation may vary based on location, knowledge, and experience.
- Possible eligibility for additional compensation/benefits depending on role/program.
- Full-time, remote work opportunity in the United States.
- Progressive career development and broader practice opportunities in financial services.
- Collaborative culture focused on teamwork, innovation, and work-life balance.
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