Senior Associate, Wealth Learning Operations
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Job Description
Structured overview of role & requirementsAbout This Role
Manage reporting, tracking, and operational processes for Wealth Training Team to support delivery of training content, programs, and coaching.
Maintain accuracy of training data across systems and prepare regular/ad hoc training activity and participation reports for leadership.
Handle Workday system tasks and provide administrative and operational support including logistics coordination and process improvements.
Minimum Requirements
5+ years work experience required; 7+ years preferred.
Proficiency in Workday or willingness to learn is mandatory.
Strong experience with reporting tools like Excel, PowerPoint, or BI tools required.
University degree preferred but not explicitly mandatory in JD.
Ideal Candidate Profile
Experienced in training operations, learning and development support, or similar analyst role focused on training data and reporting.
Detail-oriented with strong organizational skills to manage multiple tracking processes simultaneously.
Comfortable coordinating across cross-functional teams to ensure training data accuracy and timely reporting.