Senior Trainer: Wealth & Investment Ops | Client Learning

FIS Management Services; Milwaukee (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Opportunities to make an impact in Fin

Internal career growth opportunities

Personal and professional learning

Inclusive, diverse work environment

Resources to give back to your group

Job summary

FIS is seeking a Trainer Senior to design and deliver client learning programs in trust, custody and investment management. You will translate complex financial processes into practical learning experiences and assess needs to create effective training materials for both client and internal teams.

You will manage initiatives from planning through delivery, collaborating with clients and internal partners to ensure content accuracy and ongoing effectiveness.

Qualifications

• Experience with wealth management, trust administration, custody and/or investment management operations.
• Experience designing and delivering instructor-led and virtual training.
• 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.
• Strong client-service, communication, relationship-building, project-management and problem-solving skills.

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

Instructor-led training

Facilitation

Presentation skills

Adult learning

Job description

FIS is seeking a Trainer Senior to design and deliver client learning programs in trust, custody and investment management. You will translate complex financial processes into practical learning experiences and assess needs to create effective training materials for both client and internal teams.

You will manage initiatives from planning through delivery, collaborating with clients and internal partners to ensure content accuracy and ongoing effectiveness.