Senior Client Learning Trainer - Financial Services

Fidelity Information Services, LLC; Brown Deer (WI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Opportunities to make an impact inFin(

Internal career growth opportunities

Personal and professional learning

Inclusive, diverse work environment

Resources to give back to your comunit

#LI-BS3

Job summary

Fidelity Information Services, LLC is seeking a Trainer Senior to develop and deliver client learning programs across trust, custody and investment management services. You will translate complex financial-services processes into practical training for clients and internal teams, assessing needs and creating materials for instructor-led, virtual and digital sessions.

You will manage initiatives from planning through delivery, collaborating with clients and subject matter experts to improve

Qualifications

• Experience with wealth management, trust administration, custody and/or investment management operations within a financial institution or financial-services environment.
• Demonstrated experience designing and delivering instructor-led and virtual training, including strong presentation, facilitation, and classroom-management skills.
• Experience conducting training needs assessments and applying adult-learning principles to develop instructional strategies and learning materials.
• Experience creating and maintaining presentations, course materials, training guides, job aids, or other learning resources using standard workplace technology.
• Strong client-service, communication, relationship-building, project-management, and problem-solving skills, with the ability to collaborate with subject matter experts and work independently.

Responsibilities

• Design, develop and deliver task- and job-based learning programs for trust, custody and investment management services, including instructor-led, virtual and digital learning experiences.
• Conduct training needs assessments and select appropriate instructional strategies based on learner skill levels, business processes, job responsibilities and client objectives.
• Create, customize and maintain presentations, training guides, job aids, tutorials and other learning resources, collaborating with subject matter experts to keep content accurate and current.
• Deliver engaging client training in classroom and virtual environments, including standard, customized and train-the-trainer programs, and evaluate effectiveness through learner feedback and training outcomes.
• Manage assigned training initiatives from planning through delivery, partnering with clients and internal teams to understand business needs, coordinate learning plans, address issues and continuously improve training effectiveness.

Skills

Wealth management

Training design

Adult learning

Public speaking

Client relationship

Project management

Tools

PowerPoint

Job description

Fidelity Information Services, LLC is seeking a Trainer Senior to develop and deliver client learning programs across trust, custody and investment management services. You will translate complex financial-services processes into practical training for clients and internal teams, assessing needs and creating materials for instructor-led, virtual and digital sessions.

You will manage initiatives from planning through delivery, collaborating with clients and subject matter experts to improve