As a Technology Enablement Trainer you will be responsible for technical training on a suite of applications aligned to Asset Management. Additionally, you will be responsible for the delivery of workshops and coaching sessions. Interest in helping professionals become more productive using technology via “day in the life” scenarios and becoming a trusted resource for Advisors and Solutions Specialists is paramount.
Job Responsibilities:
As a Technology Enablement Trainer you will play a key role in managing and executing training to our Investor population, as well as providing feedback for continued improvement.
- Act as the bridge between technology and our client facing teams & investors to activate and drive adoption of technology for increased productivity & efficiency
- Act as a relationship manager to analyze needs, design, and execute training, which includes building & maintaining relationships with key stakeholders, technology consulting, managing project plans / timelines, measuring business impact and driving continuous learning.
- Design new content and refresh existing content, facilitate workshops
- Organize and execute small group/ 121 training
- Use digital learning to provide high-touch communication and enhance in-person & virtual offerings in an evolving learning environment
Required Experience, Skills, & Attributes
- Experience with Technology applications: Portfolio Management tools; Trading platforms; Bloomberg / Reuters/ Facteset; CRM (Salesforce)
- Intermediate Microsoft Office: PowerPoint, Word, Excel skills
- Relevant work experience; training background, and/or experience in Asset Management, financial services desired; knowledge of investments a plus
- Experience in a client focused work environment; ability to build strong relationships and effectively communicate with clients
- Excellent project management skills, especially organizational skills, time management, and high attention to detail
Preferred Experience, Skills, & Attributes
- Technology training experience desired
