Key skills
CommunicationSales
About this role
Role Overview
- Design and implement a comprehensive wholesaling training strategy
- Develop scalable programs across onboarding, product knowledge, and consultative selling
- Lead the end-to-end onboarding experience for new team members
- Collaborate with Product Marketing, Investments, and Portfolio Management teams
- Develop training focused on territory management and advisor engagement strategies
- Partner with Sales Leaders to promote consistent coaching practices
Requirements
- 5–10+ years of experience in financial services sales, distribution, or sales training
- Demonstrated experience working with investment products (e.g., mutual funds, ETFs, SMAs, alternatives)
- Experience supporting or partnering with a wholesaling or distribution organization
- Strong facilitation, presentation, and communication skills across diverse audiences
- Ability and willingness to travel as needed (approximately 33–50%)
Benefits
- Health, dental, mental health, vision coverage
- Short
- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching
- Financial education and counseling
- Generous paid time off program including holidays, vacation, personal, and sick days