Training Project managers are responsible for the complete project management of training initiatives for the Wealth Management Group. Their activities include stakeholder identification, needs analysis, program design, curriculum development, materials production, implementation planning, facilitation (or preparation of Subject Matter Experts to facilitate), logistics support, assessment of learning, and program evaluation.
The target audience for the training developed includes business leaders, field sales representatives and other professional positions as well as support teams in the Ultra High Net Worth (UHNW) segment, the Private Wealth Management segment, and U.S. Bancorp Investments (USBI). Programs developed are delivered using various methods including self-study, instructor-led, virtual-live, recorded replay, and on-line e-learning.
The incumbent is expected to provide practice management consultation for sales staff where appropriate. Identifies needs and gives guidance to sales staff on how to run their practice to be more cost effective and efficient, and provides coaching on how to achieve/exceed their sales goals.
Training Project Managers function independently, working with leaders and subject experts for their assigned areas of responsibility. They lead and direct teams of internal & external resources to get their job done. Responsible for leading and directing matrixed project teams which include business leaders, technical subject experts, and external resources. This includes planning and monitoring the work progress and activities of team members.
Training Project Managers supporting employees in the USBI organization are required to obtain and maintain the following licenses: FINRA Series 7, 65, 24 as well as Life, Accident & Health Insurance. The Series 24 is a supervisory license and carries responsibility for ensuring all content delivered is accurate and in compliance with FINRA rules and regulations.
This is a general description which covers all levels/grades of the job. Level/grade assignments are determined by the attached leveling guidelines. Minimum qualifications are outlined below:
FINRA Series 7, 65, 24 and Insurance licenses required for Training Project managers who deliver training for licensed USBI employees. Proven project management experience. Ability to evaluate the effectiveness of programs in light of business objectives. Proven practice management consulting skills. Ability to build credibility and work directly with business line leaders and sales management/sales staff. Strong coaching skills. Knowledge of assigned business line(s). Proven analytical skills. Strong verbal and written communications skills.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Project Management / Analysis
1st - Daytime