Associate Consultant

Deliver and coordinate training programs and curricula for the Transfer Agency (TA) business unit within COO L&D across global locations.

Design, develop, and continuously improve functional training solutions aligned with business needs, including new hire and system rollout training.

Collaborate with business stakeholders and training teams, manage vendor relationships, and provide support as a subject matter expert and mentor within the training function.

Prior operational experience preferably in Transfer Agency, Fund Accounting, Financial Services, or similar role OR prior training and consulting experience in Transfer Agency functions.

Excellent communication skills with ability to work across all staff levels.

Familiarity with ADDIE model and learning solution development or willingness to quickly learn TA business function.

Internal candidates require minimum 24 months as Senior Analyst to be eligible for Associate Consultant role; movement within TC and Associate Consultant requires 12 months.

Experienced either as operations professional aiming to develop training consultancy skills or as training professional with TA functional knowledge.

Capable of independently delivering and improving training curriculum across multiple locations and coordinating new hire programs.

Able to manage complex training projects, engage senior management, and collaborate across global training teams.