Sr. Wealth Enablement Development Consultant

KeyBankBrooklyn, OH
$80,000 - $150,000Hybrid

About The Position

As a member of the Wealth Field Enablement organization, the Senior Development Consultant is responsible for working with Wealth Management leadership to identify employee skill gaps and development needs, create development strategies, build content and deliver to the field organizations. The Consultant will work in partnership with Enterprise Learning and Development, Key partners and channels, and third-party organizations to create training curriculum from scratch that will enable employees to meet their individual performance objectives and contribute to a growing Wealth Management business.

Requirements

  • Bachelor's Degree or equivalent experience (required)
  • A minimum of 7 years experience in talent development, consulting, sales, or client service coaching (required)
  • Driven by helping others be the best version of themselves and achieve success.
  • Knowledgeable of the wealth management business
  • Excellent active listener with the ability to coach others.
  • Able to ask deep discovery questions and build trust quickly.
  • Problem solver and has the ability to motivate others in challenging situations.
  • Culture advocate and carrier.
  • Confident at public speaking, and ability to command a room.
  • Experienced in facilitating both individual sessions and group workshops – both transactional and transformational
  • Ability to work independently with little management oversight.
  • Proactively meets deadlines with the ability to execute multiple projects confidently and with high quality work.
  • Experienced with rapid quality note taking, and the ability to distill notes and communicate themes effectively.
  • Ability to confidently write and edit copy and design training materials.
  • Lifelong learner.

Responsibilities

  • Collaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training needs within each job family.
  • Develop a talent development strategy to close agreed upon skill gaps and further enable teams to meet sales and client relationship objectives.
  • Own initiatives from start to finish – ideation, development, execution, and follow up to measure success.
  • Develop training curriculum from scratch and adjust existing curriculum to keep relevant with business needs, partnering with Key’s Enterprise Learning and Development Team, internal subject matter experts, and third-party organizations as applicable.
  • Facilitate in-person and/or virtual Instructor Led training, executing with a professional level of communication.
  • Provide coaching to individuals and groups including salespeople, specialists and leaders.
  • Design, coordinate and manage the onboarding processes ensuring a consistent and thorough onboarding experience for new hires.
  • Responsible for end-to-end creation, execution, and management of training programs for various roles across the organization.
  • Demonstrate knowledge of and remain current and up to date on changes to KeyBank Wealth Management products, services and systems.
  • Maintain knowledge of industry compliance standard rules and regulations.
  • L eadership and management of multiple initiatives simultaneously, demonstrating the following: championing the initiative, securing executive by-in, building consensus and aligning with stakeholders, and cultivating co-ownership.
  • Influencing and supporting change management.
  • Research industry and societal trends to develop new go-to-market strategies and up skill talent.
  • Curate and deliver out of the box solutions to problems, skill gaps, areas of opportunity, weaknesses and concerns.
  • Foster a positive, professional, and collaborative work environment.
  • Influences and supports change.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
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