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Training Specialist - (Chicago, IL)

Role/Department Description: Digital Specialists will create compelling, consistent, and differentiated experiences that deliver sustainable value through integrated marketing and training solutions. The Digital Specialist will work with Wealth Management Financial Advisors (FA) and Client Associates (CA). The Digital Specialist will be responsible for training on all vendor and client-proprietary technology platforms by creating impactful interactions that increase awareness, drive adoption and position the technology as a valuable resource to increase client satisfaction and capacity. The key objective for the role is to optimize the use of varied and consistent training vehicles across a variety of channels with the appropriate frequency to build and demonstrate product offerings to the applicable audiences. Role Includes: Develop a deep understanding of the technology product offerings (e.g., Wealth Management Workstation, Salesforce, Mobile and Social Collaboration tools, and more...)


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Posted in Chicago, IL, Education
From Professional Diversity Network - 1 month ago