Senior Trainer - Wealth & Investment Management

Fidelity Information Services, LLC; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Impactful fintech work

Internal career growth

Professional learning

Inclusive environment

Job summary

Fidelity Information Services, LLC (FIS) seeks a Trainer Senior to design, develop and deliver client learning programs for trust, custody and investment management services. You will translate complex financial processes into practical training and assess learning needs to create engaging instructor-led, virtual and digital content.

You will partner with clients and internal teams to tailor learning plans, maintain up-to-date materials, and measure training effectiveness to support client

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 delivery

Adult learning principles

Presentation

Client service

Tools

PowerPoint

MS Office

Learning systems

Job description

Fidelity Information Services, LLC (FIS) seeks a Trainer Senior to design, develop and deliver client learning programs for trust, custody and investment management services. You will translate complex financial processes into practical training and assess learning needs to create engaging instructor-led, virtual and digital content.

You will partner with clients and internal teams to tailor learning plans, maintain up-to-date materials, and measure training effectiveness to support client