Lead Investments Learning Consultant
Core
Lead Investments Learning Consultant delivering consulting, coaching, and practice management programs to financial advisors and professionals to improve business performance and client relationships.
Role type
Senior IC learning consultant (financial services)
Builds
Live and virtual practice management programs, learning content, and training materials for financial advisors
Domain
Financial services / Wealth management / Professional development
Deliverable
Product features (training programs & content)
Required skills
Coaching, stakeholder management, program delivery, content design, project administration, relationship building, travel management
Preferred skills
CFA/CIM/CSC designation, coaching credentials (CTDP/ACC/PCC), Spanish language proficiency
Technologies
Microsoft Office Suite
Responsibilities
Deliver consulting and coaching to Financial Professionals; Facilitate live and virtual practice management programs; Design and update learning content; Partner with Marketing to create new training programs; Travel to partner firms for consulting engagements; Resolve operational inquiries and improve client experiences
Seniority
Senior, hands-on IC