Wealth Management Education Senior Consultant

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Your role.

Working as part of a team, this role will manage the technical education program for the Wealth Management service area in compliance with relevant quality control standards.

This role will be embedded in the Wealth Management practice. It will report to the Wealth Management Education Committee (the Committee) Chair and will collaborate closely with the Committee, which is made up of practice representatives, regarding curriculum planning and quality of content and facilitation. This role will also work closely with the Learning and Development Team as a resource for both instructional design and program logistics and other firm SMEs as necessary.

Specifically, this role will align the needs of the Wealth Management service area (with the support of the L&D team) to create and carry out the vision for the program, manage needs assessment, and build a team to carry out the objectives including but not limited to, facilitation and content development. This role requires strong project management, technical, staff development, and communication skills.

Your work will include, but not be limited to:

• Manage the Wealth Management practice's training programs focused on developing the competence and capabilities of staff to perform activities or carry out responsibilities to consistently perform quality engagements
• Develop learning content to support competencies and bridge the technical knowledge to the L&D projects. Position may be building on established educational content or creating original training materials.
• Work with a team (both on the Wealth Management service side and L&D) to design, develop and produce training materials, including:
  • Determining Agendas
  • Developing content (including cross-training between practices)
  • Aligning technology needs
  • Aligning facilitators
  • Managing a group of content contributors
• Assist with content build-out for the strategic vision of the Firm
• Collaborate with various technical teams within the Firm to identify training gaps
• Engage in efforts to stay current within the practice
• Develop and mentor others; build competencies in others through effective leadership, coaching, and teaching
• Provide feedback to others on the effectiveness of programs

The qualifications.

• Bachelor's Degree in Finance/Accounting required
• 3+ years of recent experience within Wealth Management required
• Experience with Office 365, especially PowerPoint, Word, and Excel
• Demonstrate strong project management skills
• Communicate effectively, both orally and in writing, with the ability to creatively and concisely explain complex financial planning and holistic wealth management matters
• Exemplify enthusiasm and actively embrace teamwork while demonstrating high adaptability and flexibility to meet the unique needs of the service area.
• Manage workload to consistently meet client expectations and deadlines

What makes us different?

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.