Our team focuses on building engaging training programs and impactful experiences to help our AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm. Our clients are extraordinary, and so are our Advisors. If you have an entrepreneurial mindset, find your greatest satisfaction in helping others, and constantly challenge yourself, this role is for you.
Job summary:
As a Client Skills Training & Practice Management (US Private Bank) Design and Delivery Vice President on the Client Skills Training Private Bank Design and Practice Management team, you will be working closely with senior leaders across the Private Bank. You will design and deliver high‑impact learning experiences that translate business strategy into real client behaviors, improving advisor effectiveness and confidence, and shaping how elite Advisors grow their businesses.
Job responsibilities:
Design and deliver Client Skills Programs that directly support Private Bank Advisor effectiveness in real client situations
Translate business priorities into practical learning experiences, tools, and frameworks used in the field
Facilitate high-energy, high-credibility sessions for Advisors and senior stakeholders
Partner with Private Bank leadership, Business Management, and HR to identify skills gaps and design solutions that move performance
Own programs end-to-end from concept and design through facilitation, iteration, and impact assessment.
Continuously refine content based on feedback, outcomes, and evolving business needs.
Required qualifications, capabilities and skills:4+ years of experience in learning design, facilitation, coaching, consulting, or a related field
Bachelor’s Degree required
Strong facilitation presence and executive-level communication skills
Experience in financial services, ideally wealth management/private banking, or a performance-driven front-office environment
Preferred qualifications, capabilities, and skills: Demonstrated ability to design practical, behavior-changing learning experiences.
Experience working with and advising senior business leaders
Proactive, takes initiative, and uses critical thinking to solve problems
Strong team player who collaborates effectively
