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Senior Client Skills Facilitator

William Blake Group
London, United Kingdom
Closing date
Jul 25, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Training Portfolio Ownership - Partners with various teams such as business teams, legal, compliance, and design to ensure that solutions are compliant, client-centric, and in line with brand standards. May own certain training initiatives from end to end.
  • Establishes or heavily contributes to road map for assigned trainings.
  • Removes impediments and facilitates decisions both inside and outside the core team to ensure a successful training delivery.
  • The Senior Client Skills Facilitator sets the direction for the training and prioritizes what will be included in the business case and each training module.
  • Works within cross-functional teams, which could include sales, marketing, technology, and design associates.
  • Ensures training sessions meet and/or exceed standards for business impact, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting measures of success.
  • Develops and implements strategies and tactics to meet the desired business objectives for assigned training initiatives.
  • Coaching and Mentoring -Supports leadership team in the onboarding, training, and ongoing coaching of certain Associates within the Client Skills Team, and across EMEA.
  • Recognizes associates as appropriate and, at times, may provide constructive feedback in support of individual development goals.
  • Training Release Coordination -Plans with other key team roles as well as stakeholders who are part of other teams, if necessary, to ensure a strategic, complementary release schedule.

Required Skillset
  • Prior global asset management or similar experience (min. 5 years) and knowledge of the asset management sales process
  • Experience driving behavior change through a thoughtful approach
  • Strategic thinking to ensure that training approach incorporates all the relevant aspects of the sales process (Client-facing skills, product knowledge, CRM and data best practices, use of resources, etc.)

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