Enterprise Client Service Training Lead

Doist; Needham (MA); On-site; USD 95,000 - 120,000; Full time

Job summary

Focus Partners Wealth is seeking a Client Service Training Manager to lead the enterprise training strategy for Client Service, designing scalable onboarding, role-based development, and ongoing education that aligns with the firm's operating model across all divisions.

You will collaborate with leadership, operations, technology, compliance, and HR to translate changes into training programs, onboard new associates, monitor effectiveness, and continuously improve materials so advisors and

Qualifications

• Experience designing and implementing enterprise training programs.
• Excellent verbal and written communication, presentation, and interpersonal skills.
• Experience supporting operational, process improvement, or technology initiatives.
• Strong project management, communication, facilitation, and organizational skills.
• Ability to influence without direct authority and build cross-functional partnerships.

Responsibilities

• Develop and execute the enterprise Client Service training strategy with onboarding and role-based development.
• Lead onboarding for all new Client Service associates and create individualized development plans.
• Collaborate with Leadership and partners to translate changes into scalable training programs.
• Monitor onboarding effectiveness and provide ongoing coaching and support.
• Maintain training metrics and continuously improve materials and playbooks.

Skills

Client Service

Wealth Management

Operations

Training

Learning & Development

Project management

Communication

Cross-functional collaboration

Tools

Salesforce

Orion

DocuSign

Pershing

Charles Schwab

Job description

Focus Partners Wealth is seeking a Client Service Training Manager to lead the enterprise training strategy for Client Service, designing scalable onboarding, role-based development, and ongoing education that aligns with the firm's operating model across all divisions.

You will collaborate with leadership, operations, technology, compliance, and HR to translate changes into training programs, onboard new associates, monitor effectiveness, and continuously improve materials so advisors and