Job Description
The Sales Trainer Manager is responsible for designing and delivering training programs that enhance the effectiveness of internal and external wholesalers responsible for distributing investment products through financial advisors, RIAs, broker‑dealers, and institutional partners. This role ensures wholesaling teams have the product knowledge, sales skills, and compliant messaging required to drive asset growth while maintaining the highest regulatory standards.
Position Responsibilities
- Sales Training Strategy & Program Design – Design and implement a comprehensive wholesaling training strategy aligned with business objectives, sales segmentation, and distribution channels.
- Develop scalable programs across onboarding, product knowledge, advisor engagement, and consultative selling.
- Integrate market insights, macroeconomic trends, and portfolio construction concepts into training content.
- New Hire Onboarding (Internal & ...