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Training Specialist
SEI Investments
Oaks, PA, United States
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Position Description
The Middle Office Operations Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients. SEI is seeking individuals with superior client service skills necessary to meet client expectations and support our goal of 100% client satisfaction.
Specific Responsibilities include (but are not limited to):
• Plans, develops, coordinates, implements, and manages the Middle Office Operations and Service Training Program
• Work in collaboration with subject matter experts for all internal teams to create training classes for Middle Office Operations and Service personnel
• Maintains, designs, and enhances current training programs within Middle Office
• Coordinates workshops, prepares materials, and manages schedules of trainers and participants, as well as tracks activity (includes New Hire Training/Orientation and on-going Operations and Service Training)
• Choose appropriate training methods per case (simulations, mentoring, hands on classes, refresher, etc.)
• Market available training opportunities to employees and provide necessary information
• Conduct organization wide needs assessment and identify skills or knowledge gaps that need to be addressed
• Use accepted education principles and track new training methods and techniques
• Design and prepare educational aids and materials
• Assess instructional effectiveness and summarize evaluation reports determining the impact of training on employee skills
• Maintain updated curriculum database and training records
• Provide train-the-trainer sessions for internal subject matter experts
Position Requirements
• BS/BA degree in Business, Finance (or related field) or Education, Training, HR (or related field), or the equivalent in education and work experience
• 3-5 years prior experience in Middle Office and/or Operations, preferred. Service and client experience a plus
• 2+ years experience developing or facilitating education programs, preferred
• Proven work experience in coordinating multiple training events in a corporate setting
• 2+ years classroom training and presentation experience
• Adequate knowledge of learning management systems and web delivery tools
• Proven ability to complete full training cycle (assess needs, plan, develop, coordinate, monitor and evaluate)
• Familiarity with traditional and modern training methods and techniques
• Advanced organizational skills with the ability to handle multiple assignments
• Excellent verbal and written communication skills
• Superior presentation skills
• Self-motivated individual and a self-starter
Physical Demands and Work Environment:
While performing the duties of this job, the working environment requires extensive movement and may require the employee to be exposed to weather conditions as part of traveling from building to building. Noise level in the environment is moderate; the individual has to be able to sit at a computer for extended periods of time, to be able to hear conversations on the telephone and converse with clients.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.