Sr. Client Skills Facilitator

Overview In this role you will design and drive the Client Education and AI Education strategy for our B2B distribution units. You will collaborate with cross-functional teams to deliver education for both clients and internal partners, focusing on AI-enabled programs. Your work will help deepen relationships with institutional and intermediary clients by delivering timely, impactful learning experiences. This position offers the chance to shape education initiatives at scale, partnering with labs and AI teams to create differentiated client programs. Compensation / Benefits Competitive compensation Annual bonus eligibility Generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off and family care resources Responsibilities Oversee development and execution of Client Education and AI Education strategy for B2B clients and internal teams Design and scale education programs leveraging mature training infrastructure (on-demand, live learning, video)Partner with TRP Lab, GD AI team, and Investments AI team to deliver AI-focused education for top B2B clients and client-facing associates Collaborate across Sales, Marketing, Strategic Partnerships, Technology, Investments, and the Investment Institute Support cross-functional stakeholder relationships to maximize value delivered through education initiatives Drive program design, delivery, and scaling to ensure impactful client education outcomes Key requirements Bachelor's degree or equivalent experience 8+ years of total relevant work experience Financial Services background (preferred)Sales, Sales Training, Enablement/Technology experience (preferred)Change management mindset and skillset (preferred)cross-functional collaborationcontinuous learnerstakeholder managementAI-focused education designon-demand and live learning deliveryvideo learning and learning infrastructure