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 the Wealth Training Team to ensure smooth delivery of training content, programs, and coaching.
Prepare regular and ad hoc reports on training activities, participation, and coaching metrics for stakeholders and leadership.
Maintain accurate training schedules, completion status, enrollment data, and manage Workday data entry and updates linked to training assignments.
Minimum Requirements
5+ years work experience is required, 7+ years preferred.
Proficiency or willingness to learn Workday or similar HR/training systems.
Strong organizational skills with experience in reporting tools such as Excel, PowerPoint, or BI tools.
University degree preferred.
Ideal Candidate Profile
Experienced in training operations, learning and development support, or a similar analyst role with operational focus.
Comfortable working with cross-functional teams to ensure data accuracy and reporting timeliness.
Detail-oriented with a strong ability to manage multiple tracking processes simultaneously and maintain data integrity.