- Change Management
- Sales Experience
- Microsoft Office
The IDI Training Program Manager is responsible for the development and execution of the training strategy for Ivy Investments. The Training Program Manager will be responsible for the creation of a formalized training strategy for IDI distribution teams. This includes managing the definition, development, and deployment of training programs and content that spans multiple business units.
The program’s objective is to enhance the effectiveness of client-facing employees by building proficiency, knowledge and process utilizing the firm’s identified training tool(s) and other means as needed. Working closely with subject matter experts throughout the firm, this individual serves as a single point of contact for the promotion, administration and facilitation of training content creation. In addition to helping guide and drive content creation from related departments within the firm, the IDI Training Program Manager will be responsible for day-to-day management and oversight of the firm’s training tools and will be responsible for ongoing support and change management related to the system.
Partners with IDI leadership and distribution teams in identifying and assessing gaps that need to be addressed through training, development and reinforcement. Creates the training strategy and executes accordingly.
Partners in the support of building new business and strengthening client partnerships through the delivery of learning opportunities and curriculum.
Consults and designs learning strategies for firm-wide initiatives in support of our company culture. Looks to build skill, knowledge and process through a blended learning approach. This includes a variety of media: instructor-led training, web-based learning, video sharing and more.
Optimizes training programs by ensuring the curriculum remains relevant, progressive and engaging by staying current in learning and development trends that reach across all levels of employees and delivery methods.
Provide project management and business analysis related to supporting the system and training program
Proactively identify and communicate issues and drive implementations of potential resolutions.
Coordinate and partner with multiple business units and/or external vendors to prioritize work
Provide accurate and timely status of activities
Keep necessary personnel updated on progress and any issues encountered
Conduct technical application training programs for users and content providers
Identify, plan, and execute all components related to change management while ensuring deadlines are met.
Be able to function as the single point of contact for Training for all business partners.
Recommend and take actions to direct the analysis and solutions of complex technical and business problems.
Execute feedback mechanisms for end users. Analyze results, make recommendations for training content creation
Facilitate testing and/or testing coordination as needed on system fixes and enhancements
Be able to develop and execute a business communication strategy related to Training tool(s).
3+ years of experience with an asset manager, broker-dealer or other financial services company
4+ years of work experience in a sales training or management role
Highly organized and process oriented in order to facilitate content coordination
Excellent communication skills - written, verbal, presentation/training delivery
Expertise in engaging with senior leadership to determine gaps and translating business needs into opportunities for learning and development
Ability to quickly learn new and changing business processes related to change management
Experience working in a continuously changing, fast-paced environment
Must work effectively in a team setting
Proven ability to solve highly complex business problems
Proven ability to manage concurrent projects
Proficient in MS Office products
Managing vendor relationships