Modern Wealth Management | Training Specialist

21 hours ago

lenexa, United States Modern Wealth Management Full time

The Training Associate will play a pivotal role in facilitating the successful integration of acquired companies, teams, and individuals into our organization. This role is essential for supporting the design, development, delivery, and evaluation of training programs aimed at enhancing the knowledge, skills, and performance of employees within our organization. The Training Associate will partner closely with the Marketing Department and Subject Matter Experts to ensure that employees are equipped with the necessary tools and expertise to succeed in a fast-paced financial environment.


Primary Duties:

Training Program Support:

  • Assist in the design, development, and implementation of training materials for new hires, ongoing employee development, and regulatory compliance.
  • Support the creation and maintenance of learning modules, courses, and resources tailored to the financial services industry.
  • Coordinate training logistics, including scheduling sessions, booking venues (if required), and ensuring all materials are prepared ahead of time.

Employee Training Delivery:

  • Deliver training sessions in both in-person and virtual formats, ensuring an engaging, interactive, and informative learning experience.
  • Conduct training for various departments, including finance, operations, compliance, customer service, and sales.
  • Provide support to trainees, answer questions, and offer clarification as needed during training sessions.

Assessment & Evaluation:

  • Assess the effectiveness of training programs through feedback, surveys, and performance evaluations.
  • Analyze training results and propose adjustments to improve the effectiveness of the programs.
  • Maintain records of completed training sessions, certifications, and performance metrics.

Continuous Learning and Development:

  • Stay current on industry trends, regulatory changes, and financial services products to ensure training programs reflect the latest practices and requirements.
  • Collaborate with senior training staff and subject matter experts to ensure the continuous improvement of training content and materials.
  • Identify skill gaps within the organization and recommend training solutions to address those gaps.

Administrative Support:

  • Maintain a comprehensive database of training materials, documents, and participant records.
  • Assist in the preparation of training reports, progress tracking, and documentation for compliance and audit purposes.
  • Support the scheduling and coordination of external training events and certifications as needed.


Requirements:

  • Bachelor's degree in business, finance, or a related field preferred.
  • Experience in graphic design, CMS and LMS platforms (ie. InDesign, Illustration, Photoshop, Word Press, Adobe Acrobat Pro. Absorb expertise highly preferred).
  • Excellent communication and interpersonal skills, with the ability to communicate effectively with diverse stakeholders and influence decisions and actions at all levels of the organization.


Key Benefits

  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested

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