Job Description
Description
We are seeking a strategic, collaborative, and development‑focused Wealth Sales & Service Development Consultant to support our Wealth business. In this role, you will lead key aspects of new‑hire training with a strong emphasis on systems proficiency, product knowledge, and operational readiness for financial advisors and relationship managers.
You will play a critical role in shaping and delivering effective learning experiences by partnering closely with our external training provider, Accenture, and aligning programs with internal capability strategies and business priorities. This is an ideal opportunity for a seasoned Wealth professional who is passionate about building advisor capability, elevating performance, and supporting a culture of continuous development.
Primary Responsibilities
Curriculum & Program Development
+ Assess current practice management, systems usage, and operational capabilities across Wealth business ...
We are seeking a strategic, collaborative, and development‑focused Wealth Sales & Service Development Consultant to support our Wealth business. In this role, you will lead key aspects of new‑hire training with a strong emphasis on systems proficiency, product knowledge, and operational readiness for financial advisors and relationship managers.
You will play a critical role in shaping and delivering effective learning experiences by partnering closely with our external training provider, Accenture, and aligning programs with internal capability strategies and business priorities. This is an ideal opportunity for a seasoned Wealth professional who is passionate about building advisor capability, elevating performance, and supporting a culture of continuous development.
Primary Responsibilities
Curriculum & Program Development
+ Assess current practice management, systems usage, and operational capabilities across Wealth business ...
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