Client Service Training Manager

🕒 July 27

🌽 Illinois, Missouri – Remote

🌽 Illinois – Remote 🏰 Missouri – Remote

💵 $95k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Develop and execute the enterprise Client Service training strategy across all Focus Partners Wealth divisions • Develop and maintain onboarding programs, role-based learning paths, curricula, training calendars, and learning metrics • Create training materials, job aids, reference guides, videos, and other learning resources • Partner with Client Service Leadership to identify development priorities and future capability needs • Lead enterprise-wide training for new processes, workflows, systems, technologies, service standards, and operational initiatives • Collaborate with Client Service, Core Operations, Platform Operations, Technology, Compliance, HR, Learning & Development, and other business partners to translate changes and initiatives into scalable training programs • Lead onboarding for all new Client Service associates • Create individualized onboarding and development plans with managers • Serve as the primary onboarding contact and trusted resource after formal training • Monitor and continuously improve onboarding effectiveness • Communicate with managers about onboarding, training progress, competency development, knowledge gaps, and coaching recommendations • Transition newly integrated associates into ongoing development programs • Own continued training and reinforcement following integration activities • Answer associate questions, reinforce best practices, identify knowledge gaps, and connect associates with subject matter experts • Identify recurring questions and operational trends to enhance training materials and documentation • Maintain the Client Service training and knowledge library on the Beat • Develop and monitor training metrics, onboarding outcomes, assessments, and feedback • Capture lessons learned and improve training playbooks, curricula, and development resources

🎯 Requirements

• 5+ years of experience in Client Service, Wealth Management, Operations, Training, or Learning & Development • Experience designing and implementing enterprise training programs • Excellent verbal and written communication, presentation (virtual and in-person), and interpersonal skills • Experience supporting operational, process improvement, or technology-related initiatives • Strong project management, communication, facilitation, and organizational skills • Ability to influence without direct authority and build strong cross-functional partnerships • Experience documenting business processes, workflows, and operating procedures • Excels in creating training materials and documentation • Must be fluent working with Charles Schwab and Fidelity, with familiarity with Pershing • Mastery of Salesforce, Orion, DocuSign, and other relevant Focus Partner Systems • Travel as needed to support onboarding and training across all FPW offices

🏖️ Benefits

• Annual cash bonus may be offered • Comprehensive benefits package • Reasonable accommodations for applicants and employees with disabilities