In this role, you will be the primary driver of hands-on training and personalized skill development for Client Associates, Complex Administrative Managers, Branch Directors and Complex Directors, delivering just-in-time training on technology applications, compliance processes, and business tools. This role will transform learning into actionable, real-time expertise through immersive, one-on-one training/coaching, and dynamic group workshops with a strong emphasis on technical application proficiency, policy and procedure understanding, and practical workflow execution. This role demands a “training-as-a-service” mindset, where you act as both a mentor and a technical guide, ensuring employees master systems and processes immediately to drive performance. This role ensures that learners not only know what to do, but also why processes exist, enabling confident and consistent performance in their roles.
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Job Type
Full-time
Career Level
Mid Level