Job Description

Analyst - Wealth Onboarding Consultant
The Wealth Onboarding Consultant supports the onboarding and development programs for Wealth associates. As a recognized subject matter expert, this job reviews staff training and development needs and monitors the development of training programs to improve individual and organizational performance

Key Responsibilities and Duties
  • Administers programs to enhance the skills of the organization's employees.
  • Maintain database of newly hired Wealth associates to track and update criteria required for production

  • Manages required entitlements including those requiring unique specifications based on role type

  • Submits and confirms requests for access to internal systems and hardware

  • Identifies and implements process enhancement opportunities including automation

  • Develops constructive and cooperative working relationships with other employees.
    • Educational Requireme...

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