Asset Management, Client Skills and Technology Training Analyst AnalystAssociate

As the Asset Management Client Skills and Technology Training Analyst you will be responsible for coordinating developing and designing a suite of training programs. You will contribute to the prioritization and execution of strategic business initiatives and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions. The team covers nearly all areas of Asset Management with a focus on Client Advisors Investment Specialists and Client Service teams.

Job Responsibilities:

• Manage project plans and timelines coordinate logistics and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
• Design training programs on proprietary technology platforms ensuring employees are confident and proficient in using these tools.
• Participate in collaborative initiatives with regional and global team members and managers seeking ways to continually simplify improve and add value to existing business practices.
• Communicate effectively with partners regionally and globally to understand initiatives and drive next steps always aiming to build scalable consistent processes.
• Collaborate with business stakeholders and subject matter experts to design engaging training content assessments and workshops ensuring content builds on foundational programs and bridges to advanced learning.
• Coordinate agendas presentations and follow-ups for internal forums (e.g. management meetings).

Required Qualifications Capabilities and Skills:

• Passion for innovation productivity process improvement and helping others grow.
• Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously.
• Ability to synthesize information and formulate clear compelling presentations for Senior Management.
• Strong work ethic; self-starter with a creative can-do attitude.
• Excellent interpersonal and communication skills coupled with strong quantitative and analytical problem-solving abilities.
• High-level proficiency in MS Office products (PowerPoint Excel Word); experience with video and virtual meeting technology.
• Interest in delivering technology training or onboarding for proprietary platforms ideally in a financial services or technology-driven environment.
• Ability to translate complex technical concepts into clear accessible training materials for diverse audiences.
• Comfort with hands-on demonstrations troubleshooting and supporting users in real time.
• Not required but preferred: experience with Tableau and Large Language Models (LLMs).

Preferred Qualifications Capabilities and Skills:

• Bachelors degree in a related field.
• Regional Travel up to 10%