The Wealth Management Training Working Program Lead is responsible for overall governance, oversight, and execution of the Wealth Management Required Training Program. This role serves as the primary point of contact for Wealth Management stakeholders seeking to assign, modify, or remove required training within employee development plans, ensuring training assignments align with business needs, operational readiness, technology changes, and firmwide standards. The role partners closely with Firmwide Training Governance (led by NFR and HR) and participates in working groups across assignment, content, and standards, with accountability for ensuring effective and appropriate use of required training versus alternative mechanisms (e.g., communications). In addition, this role oversees the Wealth Management instance of the Cornerstone Learning Management System (LMS) with an offshore LMS administrator who is building training plans and handles day-to-day field inquiries.

Duties and Responsibilities

Tasks include the following:

• Training Assignment Strategy, Intake, and Decisioning
  • Meet with business, operations, and technology stakeholders to understand requested training outcomes and determine the most effective method to reach the field (required training assignment, recommended learning, reinforcement, or communication).
  • Review and challenge requests to confirm “required training” is appropriate, identifying when content should be positioned instead as guidance or communication rather than mandated training.
• Training Governance and Working Group Leadership
  • Lead the Wealth Management Training Working Group, driving alignment across stakeholders and ensuring requests are processed with appropriate rigor and documentation.
  • Partner with Firmwide Training Governance (NFR/HR-led) and represent Wealth Management in all governance working groups including assignment, content, and standards, ensuring Wealth Management execution aligns to firmwide expectations and controls.
• Offshore Resource Management / Operational Execution
  • Directly manage one offshore LMS Administrator responsible for:
    • Building and maintaining development plans and bundles of training (plans/programs/curriculums as applicable).
    • Executing assignments and ongoing maintenance in the LMS.
    • Managing day-to-day field inquiries related to adding/removing training from employee development plans.
  • Establish quality standards, controls, and prioritization routines to ensure accurate, timely LMS updates and consistent stakeholder communications. (Quality/testing and LMS administrative rigor reflected in LMS Administrator responsibilities.)
• Cornerstone LMS Ownership (Wealth Management Instance)
  • Provide end-to-end oversight of the Wealth Management Cornerstone LMS environment, including training plan architecture, assignment approach, and ongoing operational effectiveness.
  • Ensure processes support a consistent, scalable learner experience for the Wealth Management field and home office audiences.
• Risk/Controls Mindset & Continuous Improvement
  • Ensure assignment and maintenance activities follow defined standards and are appropriately auditable (documentation, approvals, and rationale for required vs. non-required designation).
  • Identify opportunities to improve intake processes, stakeholder experience, and LMS operating model, including ways to reduce friction for the field while maintaining governance and consistency.
• Communication and Stakeholder Partnership
  • Serve as a trusted advisor to senior stakeholders by asking detailed questions, surfacing tradeoffs, and proposing solutions that maximize training impact while minimizing unnecessary burden on the field.
  • Maintain strong partnerships with Training, Instructional Design, Project/Program leads, Operations partners, and Technology counterparts to ensure effective end-to-end execution.

Education and/or Experience

• Bachelor’s degree or equivalent practical experience required.
• Significant experience operating within a regulated financial services environment preferred.
• Experience leading cross-functional working groups and influencing without direct authority; people management experience (including offshore resource management) strongly preferred.

Knowledge and Skills Required

• Stakeholder management & partnership: Excellent interpersonal skills; ability to build trust across business, operations, technology, and governance partners.
• Communication excellence: Strong written and verbal communication, active listening, and ability to translate vague