Asset Management Client Skills Training Facilitation and Technology Training Associate

Overview In this role you will design, develop, and deliver training for Asset Management, focusing on client skills and proprietary technology platforms. You will help prioritize strategic initiatives and uplift professionals to optimize client service and technology usage. You’ll work with cross‑functional teams and senior stakeholders to scale training programs across the organization. This is a chance to shape how teams adopt cutting‑edge tools and strengthen capabilities in a global setting. Compensation / Benefitscomprehensive health careretirement savings plantuition reimbursementmental health supportfinancial coachingon-site health and wellness centers Responsibilities Manage project plans, timelines, logistics, and measure training outcomes to advance the Asset Management Training Strategy. Design and deliver training on proprietary technology platforms to boost user proficiency and confidence. Support strategic initiatives with insights for continuous improvement. Build partnerships with stakeholders to drive training strategy and alignment. Collaborate with regional and global teams to simplify and enhance business practices. Communicate with business partners regionally and globally to understand initiatives and drive next steps for scalable processes. Create engaging training content, assessments, and workshops with SMEs, building on foundational programs. Coordinate agendas and follow-ups for internal forums and management meetings. Key requirements Strong project management skills and ability to handle multiple initiatives simultaneously. Ability to synthesize information and craft clear, compelling presentations for Senior Management. Self-starter with a proactive, creative attitude and strong work ethic. Excellent interpersonal and communication skills plus quantitative/analytical problem-solving abilities. High proficiency in MS Office (Power Point, Excel, Word) and experience with video/virtual meeting tech. Experience delivering technology training or onboarding for proprietary platforms in financial services or tech-driven environments. Ability to translate complex technical concepts into accessible training materials for diverse audiences. Comfort with hands-on demonstrations, troubleshooting, and real-time user support.passion for innovationprocess improvementstrong communication Power Point Excel Word