Wealth Management Practice Coach & Training Lead

California Bank & Trust; Northern (KY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

401(k) plan with company match

Paid Training

PTO and holidays

Job summary

Zions Bancorporation, N.A. is seeking a Wealth Management Practice Management Consultant to partner with market leaders and Directors to elevate performance, training, and client experience across wealth services.

The role blends onboarding, material curation, and product management to drive adoption of new systems and initiatives, with a focus on client outcomes and operational excellence. This is an in-office position with competitive compensation.

Qualifications

• Bachelor's degree in business, finance, or related field; 6+ years in practice management training.
• Experience managing, coaching and driving team performance in a client-facing environment preferred.
• Deep understanding of wealth management practice, solutions, and products; strong communication and analytical skills.

Responsibilities

• Build and run onboarding and training for Wealth lines, ensuring consistency and adaptability.
• Design career roadmaps and growth opportunities across wealth job families.
• Deliver workshops, webinars, and sessions on practice management topics and onboarding.
• Act as SME for platforms, coaching and driving adoption across Wealth team.
• Create training materials, playbooks, and client-facing resources.
• Collaborate across teams to foster ongoing professional development.

Skills

CRM experience

Coaching

Stakeholder collaboration

Financial services knowledge

Project management

Education

Bachelor's degree in business/finance

Master’s degree preferred

6+ years in practice management training

Tools

Salesforce

Seismic

Data visualization tools

Job description

Zions Bancorporation, N.A. is seeking a Wealth Management Practice Management Consultant to partner with market leaders and Directors to elevate performance, training, and client experience across wealth services.

The role blends onboarding, material curation, and product management to drive adoption of new systems and initiatives, with a focus on client outcomes and operational excellence. This is an in-office position with competitive compensation.