Financial Services Training Designer for Change & Onboarding

Modern Wealth Management; Mesa (AZ); On-site; USD 60,000 - 85,000; Full time

Job summary

A leading financial services firm in Mesa, AZ, seeks a Financial Services Facilitator to implement training programs for staff. The ideal candidate will possess a bachelor’s degree, 3-5 years in the financial sector, and exceptional communication and organizational skills. Responsibilities include delivering engaging training sessions, assessing effectiveness, and collaborating with management to identify needs. This full-time role offers an opportunity to make a meaningful impact on employee development and client service standards.

Qualifications

• Minimum of 3-5 years in the financial services or banking industry preferred.
• Proven experience in a training, teaching, or coaching role.
• Experience with M&A is highly valued.

Responsibilities

• Conduct in-person and virtual training sessions for new hires.
• Collaborate with managers to identify training needs.
• Assess participant learning and program effectiveness.
• Stay current with financial trends and compliance requirements.

Skills

Excellent written and oral communication

Strong problem-solving

Interpersonal skills

Adaptability

Education

Bachelor’s degree in finance, Business Administration, Education

Tools

Salesforce

Orion

Right Capital

Articulate 360

Job description

A leading financial services firm in Mesa, AZ, seeks a Financial Services Facilitator to implement training programs for staff. The ideal candidate will possess a bachelor’s degree, 3-5 years in the financial sector, and exceptional communication and organizational skills. Responsibilities include delivering engaging training sessions, assessing effectiveness, and collaborating with management to identify needs. This full-time role offers an opportunity to make a meaningful impact on employee development and client service standards.