Wealth Enablement Digital Trainer
Core
Deliver digital transformation and modern learning experiences to help wealth management advisors and support teams maximize the value of the firm's digital tools and operational processes.
Role type
Digital Enablement Trainer (Wealth Management)
Builds
Training programs, job aids, reference guides, videos, and learning resources for advisor-facing platforms.
Domain
Wealth Management / Financial Services / Digital Enablement
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Instructor-led and virtual training delivery, simplifying complex technical concepts, advisor workflow knowledge, relationship building, behavioral change influence, Croesus platform experience, Salesforce CRM experience, AI and digital tools application, bilingual communication (English/French), travel for in-person engagement
Preferred skills
Coaching and facilitation expertise, continuous improvement mindset, planning and prioritization
Technologies
Croesus, Salesforce CRM
Responsibilities
Deliver engaging instructor-led, virtual, and one-on-one training sessions; Enable advisory teams to use digital platforms and business processes effectively; Translate complex technical concepts into practical learning experiences; Support adoption of new tools and business transformation initiatives; Develop and maintain training materials and learning resources; Gather feedback to identify adoption barriers and refine support approaches
Seniority
Mid-level, hands-on IC
