Trainer Senior, Client Learning

FIS; 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

Type Of Hire

Experienced (relevant combo of work and education)

Position Type

Full time

Type Of Hire

Experienced (relevant combo of work and education)

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

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer~ In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

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.