Create and deliver effective training content for the professional development of operations professionals, financial advisors, advisor assistants, administrative assistants and field leadership.
Create and deliver training resources for the Financial Advisors Divisions that build users’ sales capacity, enhance success of all field advisors, associates and assistants and enhance field managers’ ability to promote professional development.
Create and deliver training resources for the Operations Division that establish build employees’ knowledge and skills on Waddell & Reed’s systems, processes, procedures, forms and policies.
Consult with subject matter experts to identify learning needs and objectives, gather all relevant information and resources, and select appropriate learning methods.
Create and implement training content.
Develop methods of measuring the impact of various pieces of content using development programs (i.e., Adobe Captivate, Articulate Storyline, etc.).
Provide group and one-on-one training on Waddell & Reed business processes, products and other programs as needed, including web-based training, distance learning, classroom instruction, and other methods as necessary.
Facilitate Advisor Channel and Home Office related web-based events, as needed.
Act as a subject matter expert in designated Advisor and Operational areas.
Act as a subject matter expert for various technology tools that assist in learning.
Other duties as assigned.
BA/BS degree, preferably in training, education or a business-related field.
4 years of relevant experience in lieu of degree.
2-4 years training experience related to systems and/or processes, including content development, conducting training classes & presentations in person and via distance learning, and creating training curriculum & materials.
Minimum 2 years experience with various training software development tools (i.e., Adobe Captive, Articulate Storyline, etc.).
Financial Service Industry experience strongly preferred
Experience with a Broker/Dealer Platform and associated concepts (ACATs, Trading, Account Opening, etc.)
Investment Product experience strongly preferred
1 year or more sales experience preferred, but not required
Ability to use basic PC tools (Windows, Word, Excel, PowerPoint, Explorer and Outlook)
Experience using content creation software (Adobe Captivate and/or Articulate Storyline required), and distance learning tools (i.e., WebEx, GoToMeeting, etc.)
Experience developing and delivering training content in a live, classroom-based environment.
Experience using Learning Management Systems (administrative experience preferred, but not required)
High level of attention to detail
Demonstrated ability to establish and maintain credibility as a knowledge resource
Ease at establishing rapport, initiating conversations, and remembering names
Ability to maintain professional relationships with the field sales force and home office staff
Excellent oral and written communication skills
Analytical skills, including process improvement
Strong, proven organization and priority management skills; ability to manage multiple responsibilities
Ability to follow through on a project from beginning to end
Willingness and ability to follow instructions, work within a team, and work independently