Trainer Senior, Client Learning

FIS; 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

Job Description

Every day at FIS, innovators, problem solvers, and changemakers work together to create technology that advances the world of finance. We embrace new ideas, challenge what’s possible and empower our teams to make a lasting impact. If you’re ready to help shape the future of fintech, unlock your next chapter with FIS.

About the Role

FIS is seeking a Trainer Senior to develop and deliver client learning programs supporting trust, custody and investment management services. In this role, you will translate complex financial-services processes, products and applications into practical learning experiences for financial institution clients and internal teams. You will assess learning needs; create and maintain training materials; and deliver instructor-led, virtual and digital learning that supports client adoption, operational effectiveness and evolving business needs.

Key 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.

Required 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.

Preferred qualifications

• Experience supporting back-office wealth management processes and training on financial-services products, applications, or operational workflows.
• Familiarity with instructional design methodologies, multimedia development tools, and digital learning approaches.
• Experience customizing course content, supporting train-the-trainer programs, and using learner feedback or evaluation results to improve training.

The impact you’ll make

As a Trainer Senior, you will help clients build the practical knowledge and confidence needed to support trust, custody, and investment management operations. Through effective needs assessment, thoughtful course design, and engaging delivery, you will make complex processes and applications easier to understand and apply. Your collaboration with clients, subject matter experts and internal partners will help keep learning programs accurate, relevant, and responsive to changing client and business needs.

What We Offer You

At FIS, your career journey is yours to shape. We provide the tools, experiences, and support to help you reach what’s next.

Here’s what else we offer:

• Opportunities to make an impact in fintech
• Internal career growth opportunities
• Personal and professional learning
• Inclusive, diverse work environment
• Resources to give back to your community

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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