Sr. Client Skills Facilitator
Core
Oversee development and execution of Client Education and AI Education strategy for B2B distribution units, partnering with TRP Lab and AI teams to deliver programming for top clients and associates.
Role type
Senior Client Skills Facilitator (AI & Education Strategy)
Builds
AI-focused client and internal education programs, learning structures, and content for B2B clients and relationship managers.
Domain
Financial Services / Asset Management / AI Education
Deliverable
product features
Required skills
Program design, delivery, and scaling; AI education strategy; cross-functional partnership; stakeholder management; change management mindset
Preferred skills
Financial Services background; Sales, Sales Training, and/or Enablement/Technology Experience; Change management skillset
Technologies
AI-enabled processes, on-demand learning platforms, live learning structures
Responsibilities
Develop and execute Client Education and AI Education strategy; Partner with TRP Lab, GD AI team, and Investments AI team; Collaborate cross-functionally with Sales, Marketing, Technology, and Investments; Design, deliver, and scale education programs for B2B clients and associates
Seniority
Senior, hands-on IC
