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 applies learning and development expertise across advisor and non-advisor roles, consulting with stakeholders at all levels to develop and manage solutions that address strategic priorities and enable growth. The successful candidate will use an understanding of wealth management, particularly Trust and Advisory services, to integrate into the organization and proactively address assignments. The position oversees the design, content refinement, deployment, and management of the national PAAD Program, supporting a strong internal pipeline of advisor talent. It also partners with national and regional leaders, facilitates learning and mentoring, manages program communications and resources, and contributes to broader Trust and Advisory learning initiatives, including continuing education and professional designations.
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Job Type
Full-time
Career Level
Senior