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SalaryFiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.
Fiduciary Trust International is hiring a Digital Learning and Development Consultant. This new position is being created as part of the implementation of Fiduciary’s Digital Strategy. In this role, you will serve as the primary coordinator and trainer for digital company tools and applications, new product rollouts, and new hire onboarding, including hardware, software and access coordination.
This is a hybrid position, requiring you to work out of our New York City office at least two days per week.
Position Overview:
The Digital Learning and Development Consultant (L&D Consultant) will support the Head of Digital, Product and Program Managers, Operational Teams, and Front Office Management in learning to use the company tools and software to successfully manage client relationships. The role will create, develop and conduct a robust and effective employee onboarding process, increasing the speed to market for new roles at the firm.
The L&D Consultant will interact directly with the Digital Execution/Operational teams daily to understand and develop training plans for company software tools and products. The role will promote adoption and directly train employees in-person and virtually on company tools and rollouts following the digital and operational roadmaps.
The L&D Consultant will focus on four major categories of responsibilities: (1) Application launches, communications, and trainings; (2) New employee training and administration; (3) Creating learning courses and learning strategies; (4) Administering and maintaining digital tool job-aids and training materials.
Responsibilities:
New Hire Employee Training and Administration:
- Create and conduct regularly scheduled employee onboarding process
- Conduct effective training according to employee roles and needs
- Create training plans and provide feedback on training needs
Application Launches, Communications, and Trainings:
- Understand each workstream’s roadmap, product, and impact on the organization
- Create launch training plan for each roadmap and application updates
- Draft training plan, including communications (email communications, written content for training, video scripts, and videos)
- Create timelines and communication plans for each product launch
- Execute on the plan and provide virtual and/or in-person support, especially for our New York location
- Ensure content and activities are recorded and content is kept up to date
- Partner with product teams to identify enhancements to be launched and create communications to keep employees and clients informed
- Build relationships and review and provide data to the team
Creating Learning Strategies and Courses:
- Assess learning needs to design strategies to support organization learning
- Understand how to effectively deliver key messages and themes
- Create job-aids and training materials, including digital training courses
Administer and Maintain Digital Job Aids and Materials:
- Administer online repositories of training information
- Proactively keep materials up to date after new releases and changes
Ideal Qualifications:
- Bachelor’s Degree or equivalent experience
- 2-5 years of experience in training, teaching, education or similar field preferred but not required
- 2-5 years of experience in the financial services industry with client-facing experience preferred but not required
Knowledge, Skills, and Abilities:
- Instructional design
- Communication and large room speaking abilities
- Business acumen and financial services industry knowledge
- Understanding of learning theory, including how people learn and best practices
- Ability to make informed recommendations based on data and trends
- Self-starter with the ability to be persistent in solving problems
- Ability to practice good judgment while making basic business decisions
- Effectively handle various projects and deadlines, prioritizing each task appropriately
- Proactive work style
- Ability to travel (local or regional)
FTI offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At FTI, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $120,000 - $145,000.
#LI-US
#Hybrid
#Hybrid
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of
Total Rewards
—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
- Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
supporting our communities
. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your Learning and Development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at
Franklin Templeton Careers
to learn more about our company, career opportunities and recruitment process. Franklin Templeton is committed to fostering a
diverse and inclusive
environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com
. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
