Senior Trainer, Wealth Management & Fintech Training

Fidelity Information Services, LLC; Milwaukee (WI); On-site; USD 65,000 - 90,000; 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 team

Job summary

Fidelity Information Services, LLC in Milwaukee seeks a Trainer Senior to design, develop and deliver learning programs for trust, custody and investment management services. You will translate complex financial processes into practical training, assess needs, create materials, and deliver instructor-led, virtual and digital learning that drives client adoption and operational effectiveness.

The role emphasizes collaborating with subject matter experts, measuring training impact, and

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.

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 experience

Training design and delivery

Adult-learning principles

Presentation materials creation

Client service and relationship skills

Project management and collaboration

Tools

Standard workplace technology

Job description

Fidelity Information Services, LLC in Milwaukee seeks a Trainer Senior to design, develop and deliver learning programs for trust, custody and investment management services. You will translate complex financial processes into practical training, assess needs, create materials, and deliver instructor-led, virtual and digital learning that drives client adoption and operational effectiveness.

The role emphasizes collaborating with subject matter experts, measuring training impact, and