Senior Trainer - Wealth Management & Trust Programs

FIS Global Solutions Philippines, Inc.; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

FIS is seeking a Senior Trainer to design, develop and deliver client learning programs in wealth management, trust and investment services. You translate complex processes into practical learning experiences for financial institution clients and internal teams, assessing needs and delivering instructor-led, virtual and digital formats.

You will collaborate with subject matter experts to keep content current, create training guides and job aids, and evaluate outcomes to improve effectiveness

Qualifications

• Experience with wealth management, trust administration, custody and/or investment management operations within a financial institution or financial-services environment.
• Proven ability designing and delivering instructor-led and virtual training with strong presentation and classroom-management skills.
• Experience conducting training needs assessments and applying adult-learning principles.
• 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.

Responsibilities

• Design, develop and deliver learning programs for trust, custody and investment services across instructor-led, virtual and digital formats.
• Conduct training needs assessments and select instructional strategies based on learner levels, processes and client objectives.
• Create, customize and maintain presentations, guides, job aids, tutorials with SMEs to ensure content accuracy.
• Deliver engaging client training in classroom and virtual environments and evaluate effectiveness through learner feedback.
• Manage training initiatives from planning through delivery, coordinating with clients and internal teams.

Skills

Wealth management knowledge

Instructional design

Presentation skills

Communication

Project management

Job description

FIS is seeking a Senior Trainer to design, develop and deliver client learning programs in wealth management, trust and investment services. You translate complex processes into practical learning experiences for financial institution clients and internal teams, assessing needs and delivering instructor-led, virtual and digital formats.

You will collaborate with subject matter experts to keep content current, create training guides and job aids, and evaluate outcomes to improve effectiveness