Job Summary:

Develop the next generation of client service team members and finance professionals. We are seeking a Talent Developer I to deliver comprehensive training programs for new hires while actively engaging in elevating our client service and support. The primary focus of a National Client Service Team is to provide excellent follow-through and operational support to Wealth Management teams. As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself. You will be a member of a dynamic team in a collaborative, training, and client focused environment. This will be an exciting role for a professional who is passionate about finance, educating others, and being on the cutting edge of change.

Responsibilities

• Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations
• Support onboarding of new hires and ongoing professional initiatives
• Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment
• Monitor progress and conduct skill assessments for new team members
• Develop and maintain up to date curriculum training materials including guides, presentations, and learning units
• Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
• Maintaining data integrity across all systems and updating as necessary
• Assisting various team members with complex requests and answering questions with elevated knowledge
• Actively participating in company initiatives, testing and pilot groups, and specialized workflows
• Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion
• Other duties as needed

Requirements:

Work Schedule: Monday through Friday, 8:00 AM – 5:00 PM

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 7/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.