Asset Management Client Skills Training - Design & Facilitator Specialist - Executive Director
J.P. Morgan
Design
The Asset Management Client Skills Training Team (CST) is dedicated to designing, developing and delivering consistent skills and knowledge-based training programs for internal stakeholders and external clients. The CST team works closely with the Asset Management Operating Committee to ensure these teams have the skills necessary to improve our client outcomes and experiences. This role is ideal for someone looking to develop connection to the entire Asset Management business.
Job summary:
As a Training Design & Facilitator Specialist - Executive Director on the Client Skills Training team you will be responsible for developing, designing, and delivering a suite of training programs within our Asset Management Client Facing teams in North America, Latin America and Canada.
Job Responsibilities:
- Developing, designing and delivering training content:
- Engage business stakeholders and practice partners to shape core content, assessments, exercises, and workshops
- Ensure content created helps colleagues in confidently engaging with our clients and prospects
- Coach content creators / Subject matter experts on presentation relevance, transference of knowledge and impact
- Facilitate the delivery of content that not only reinforces foundational programs but also seamlessly transitions to more advanced material, empowering client and investment teams to drive positive outcomes.
- Define and measure key metrics to help assess impact and success of new initiatives
Act as a facilitator and coach to execute training programs, building relationships with stakeholders across our business and partners on our team
- Develop a digital learning platform to provide high-touch communication and enhance in-person offerings in an evolving learning environment
- Own stakeholder relationships with Latin America and Canada in addition to supporting North America business programming. Manage multiple projects at the same time with different timelines
- Develop and deliver training for our Strategic Partnerships with External Clients
- Work with global Client Skills Team members and business stakeholders to build programs solutions at product, industry and professional skills level
- Share best practices of one program that can be implemented in others
Required qualifications, capabilities, and skills:
- Strong knowledge of Asset Management industry
- Robust knowledge of JPM & JPM investor solutions
- Demonstrated success in training, coaching, and developing professionals within the asset management industry, using strong interpersonal and consultative skills to drive sales effectiveness and client engagement.
- Solution-oriented with strong interpersonal, consultative, communication, presentation and facilitation skills; ability to command an audience and interact confidently with senior executives.
- Active listener, who knows how to access insightful questions and unlock a greater understanding of business and learning needs
- Proven ability to establish and maintain strong relationships with business leaders, sales professionals, and key stakeholders across the asset management landscape.
- Leadership presence and credibility to interact confidently with senior executives, institutional clients, and investors, influencing outcomes and supporting business objectives.
- Flexibility in a fast-paced changing environment; comfortable working in agile environment with an entrepreneurial passion for building new things
- Strong project management skills; robust organization, attention to detail and time management skills in a multicultural and international environment
- Knowledge of learning solutions & application would be beneficial
Preferred qualifications, capabilities, and skills:
- B.A. degree in related field
- +10 years industry experience
- Coaching & Facilitation skills
- Learning design & content creation
- Past client advisory and sales experience within the financial services industry
- Fluency in English, plus potential Spanish and Portuguese for training delivery
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Asset Management Client Skill Training is hiring a Training Design and Facilitator Specialist in New York, NY.