Wealth Enablement Development Consultant

Location:

Job Summary

As a member of the Wealth Field Enablement Organization the Wealth Enablement Consultant is responsible for working within the team to develop and manage the execution of various training programs and designations. The Analyst will work in partnership with the team the Enterprise Learning and Development Team Key Partners and thirdparty organizations to manage training programs provide reporting and obtain feedback to enhance future success. Their contributions will enable employees to experience required and continued training and development and contribute to a growing Wealth Management business.

Responsibilities

• Collaborate regularly with Wealth leaders to identify employee development needs skill gaps and training needs within each job family.
• Manage onboarding training for all businesses within Wealth.
• Partner with thirdparty organizations to manage and deliver relevant designation programs and ensure appropriate CE credit completion.
• Manage and partner on new hire staffing reports.
• Manage and distribute training program reporting.
• Partner on the development of inperson virtual and elearning training curriculum from scratch and adjust existing curriculum to keep relevant with business needs partnering with Keys Enterprise Learning and Development Team internal subject matter experts and thirdparty organizations as applicable.
• Design coordinate and manage the onboarding processes ensuring a consistent and thorough onboarding experience for new hires.
• Demonstrate knowledge of and remain current and up to date on changes to KeyBank Wealth Management products services and systems. Maintain knowledge of industry compliance standard rules and regulations.
• Assist in the facilitation and execution of inperson and/or virtual Instructor Led training executing with a professional level of communication.
• Research industry and societal trends to develop new gotomarket strategies and up skill talent. Curate and deliver out of the box solutions to problems skill gaps areas of opportunity weaknesses and concerns.
• Foster a positive professional and collaborative work environment. Influences and supports change.
• Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key

Tactical Skills

• Driven by helping others be the best version of themselves and achieve success.
• Knowledgeable of the wealth management business
• Excellent active listener with the ability to coach others. Able to ask deep discovery questions and build trust quickly.
• Problem solver and has the ability to motivate others in challenging situations. Culture advocate and carrier.
• Ability to work independently with little management oversight. Proactively meets deadlines with the ability to execute multiple projects confidently and with high quality work.
• Experienced with rapid quality note taking and the ability to distill notes and communicate themes effectively.
• Ability to confidently write and edit copy and design training materials.
• Lifelong learner.
• Confident at public speaking and ability to command a room inperson and virtually

Education Qualifications

• Bachelors Degree or equivalent experience (required)

Experience Qualifications

• A minimum of 4 years experience in talent development consulting sales or client service coaching (required)

Tactical Skills

• Driven by helping others be the best version of themselves and achieve success.
• Knowledgeable of the wealth management business
• Excellent active listener with the ability to coach others. Able to ask deep discovery questions and build trust quickly.
• Problem solver and has the ability to motivate others in challenging situations. Culture advocate and carrier.
• Confident at public speaking and ability to command a room. Experienced in facilitating both individual sessions and group workshops both transactional and transformational
• Ability to work independently with little management oversight. Proactively meets deadlines with the ability to execute multiple projects confidently and with high quality work.
• Experienced with rapid quality note taking and the ability to distill notes and communicate themes effectively.
• Ability to confidently write and edit copy and design training materials.
• Lifelong learner.

Core Competencies

• All KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office Prolonged sitting ability to communicate face to face in person or on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 10 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• Ability to occasionally operate a motor vehicle with a valid drivers license.

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