Required Training Program Lead, VP

Job description

The Wealth Management Training Working Program Lead is responsible for overall governance, oversight, and execution of the Wealth Management Required Training Program. This role serves as the primary point of contact for Wealth Management stakeholders seeking to assign, modify, or remove required training within employee development plans, ensuring training assignments align with business needs, operational readiness, technology changes, and firmwide standards. The role partners closely with Firmwide Training Governance (led by NFR and HR) and participates in working groups across assignment, content, and standards, with accountability for ensuring effective and appropriate use of required training versus alternative mechanisms (e.g., communications). In addition, this role oversees the Wealth Management instance of the Cornerstone Learning Management System (LMS) with an offshore LMS administrator who is building training plans and handles day-to-day field inquiries. Duties and Responsibilities: Tasks include the following: - Training Assignment Strategy, Intake, and Decisioning - Meet with business, operations, and technology stakeholders to understand requested training outcomes...