In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the CSG division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
The Senior Solutions Training Specialist (Investment Advisory focused) is responsible for leading the firm’s training strategy that will provide financial advisors and the branch team with the knowledge and skills to build and sustain a successful business. They will need to be able to present issues clearly, focus on desired results to recommend a solution and clearly communicate the training needs to business leaders and key stakeholders.
The Solutions Training Specialist must be able to work independently and collaboratively in order to achieve project and learning goals, bringing their extensive expertise to bear in making influential and impactful decisions that affect firm learning and training. Traveling to in person training classes will be required, these occur several times per year.
Responsibilities of the role:
Your technical expertise will include:
Other requirements include:
Salary: $76798 – $130764
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