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Client Service Training Manager

15 minutes ago
United States
Full-time
Senior
Training Manager
Operations
Salesforce
Apply Now
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
View All Jobs 14

Description

  • Develop and execute the enterprise Client Service training strategy across all Focus Partners Wealth divisions.
  • Create and maintain onboarding programs, role-based learning paths, curricula, training calendars, and learning metrics.
  • Develop training materials, job aids, reference guides, videos, and other learning resources.
  • Partner with Client Service Leadership to identify development priorities and future capability needs.
  • Lead enterprise training for new processes, workflows, systems, technologies, service standards, and operational initiatives.
  • Collaborate with cross-functional partners including Operations, Technology, Compliance, HR, and Learning & Development to translate business changes into scalable training programs.
  • Lead onboarding for all new Client Service associates and create individualized onboarding and development plans with managers.
  • Serve as the primary point of contact during onboarding and provide ongoing support after formal training ends.
  • Transition newly integrated associates into ongoing development programs and own continued training and reinforcement after integration.
  • Maintain the Client Service training and knowledge library and continuously improve playbooks, documentation, and development resources.

Requirements

  • 5+ years of experience in Client Service, Wealth Management, Operations, Training, or Learning & Development.
  • Experience designing and implementing enterprise training programs.
  • Excellent verbal and written communication, presentation, and interpersonal skills.
  • Experience supporting operational, process improvement, or technology-related initiatives.
  • Strong project management, communication, facilitation, and organizational skills.
  • Ability to influence without direct authority and build strong cross-functional partnerships.
  • Experience documenting business processes, workflows, and operating procedures.
  • Experience creating training materials and documentation.
  • Fluency working with Charles Schwab and Fidelity, with familiarity with Pershing.
  • Mastery of Salesforce, Orion, DocuSign, and other relevant Focus Partner systems.
  • Ability to travel as needed to support onboarding and training across all FPW offices.
  • Preferred candidate should demonstrate flexibility, initiative, and a continuous improvement mindset.

Benefits

  • Annual base pay range of $95,000 to $120,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Exempt position.
  • Opportunity to support training and onboarding across all FPW offices.

Interested in this position?

Apply directly on the company website

Apply Now

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