Wealth Management Practice Strategist & Training Lead

Zions Bancorporation; Salt Lake City (UT); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Insurance: medical, dental, vision

401(k) with company match

Parental leave & adoption assistance

HSA / FSA

PTO & holidays

Tuition reimbursement

Employee ambassadors

Job summary

Zions Bancorporation is seeking a Wealth Management Practice Management Consultant to collaborate with Market Leaders, Directors, and advisor teams to elevate performance, training, and client experience across the wealth management lifecycle. The role blends instruction, materials curation, and product management to foster innovation and growth.

Ideal candidates will design onboarding programs, curate client materials, and drive adoption of new systems while aligning with regulatory standards.

Qualifications

• Requires a Bachelor's degree in business, Finance, or related field (Master’s degree preferred) and 6+ years of experience in practice management training, leadership development, onboarding and customer service.
• Experience with advisor business models, client service strategies, and wealth management products is preferred.
• Proficiency in CRM systems (Salesforce), Seismic, and data visualization tools; strong communication and coaching skills.

Responsibilities

• Build and run a formal onboarding and training program for all core Wealth lines; develop career development roadmaps and advancement strategies.
• Design and deliver workshops, webinars, and group sessions on practice management topics; serve as SME for platforms; develop training materials and playbooks.
• Lead creation, review, and improvement of client-facing content; document client touchpoints in Salesforce; curate materials for advisor meetings via Seismic.

Skills

Exceptional communication

Coaching

Analytical skills

Education

Bachelor’s degree in business, Finance, or related field

Master’s degree preferred

Tools

Salesforce

Seismic

Microsoft Office

Data visualization tools

Job description

Zions Bancorporation is seeking a Wealth Management Practice Management Consultant to collaborate with Market Leaders, Directors, and advisor teams to elevate performance, training, and client experience across the wealth management lifecycle. The role blends instruction, materials curation, and product management to foster innovation and growth.

Ideal candidates will design onboarding programs, curate client materials, and drive adoption of new systems while aligning with regulatory standards.