The Senior Learning Consultant, Trust and Advisory, manages learning programs designed to improve partner performance, with a primary focus on the Trust and Advisory Professional Apprenticeship Advisor Development (PAAD) Program. The role uses learning and development expertise across advisor and non-advisor roles and consults with stakeholders at all levels to develop and manage solutions that address strategic priorities and support growth. The successful candidate brings a working understanding of wealth management, particularly Trust and Advisory services, and proactively takes on assignments. The position oversees the ongoing design, content refinement, deployment, and management of the national PAAD Program, helping develop internal advisor talent. It also supports broader Trust and Advisory learning initiatives, including continuing education and professional designations. Travel to other markets may be required.
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Job Type
Full-time
Career Level
Senior