Associate Director driving Lean Transformation and Continuous Improvement in a global healthcare leader. Engaging with business leaders to enhance operational performance across multiple sites.
About the role
- Professional Development Director responsible for training and development in wealth management at Cerity Partners. Collaborating with various teams to ensure colleague progression and skills development.
Responsibilities
- The Professional Development Director is focused on the training and development of individual colleagues.
- Work closely with practice leaders and managers and the human capital team to identify capability gaps and emerging skill requirements across the practice.
- Partner with the Talent team to design and implement individualized development plans (IDPs) for professionals at all levels.
- Assess talent by providing detailed insights on strengths, development opportunities, and growth potential.
- Collaborate with colleagues to create comprehensive training plans utilizing curriculum from Cerity Partners University, and other internal and external resources.
- Curate and deliver targeted training for colleagues based on their needs, skill gaps, career goals, and career paths.
Requirements
- Bachelor’s degree and relevant advanced degrees (JD, MBA) and/or industry certifications (CFP, CFA, CPA)
- 5-10+ years of client-facing experience providing financial planning and/or wealth management services to clients
- 2-5+ years of experience training in financial planning or wealth management (preferred)
- 2-5+ years of experience mentoring less tenured colleagues (preferred)
- Experience with wealth management tools, e.g., eMoney, Orion, Addepar, Eclipse, Holistiplan, BNA, StockOpter
- Experience with Custodian Platforms (Fidelity & Schwab), Salesforce, Claude (or similar AI tools)
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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