Asset Management Client Skills Training Facilitation and Technology Training Associate
J.P. Morgan
Description The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge‑based global training programs for teams and individuals across Asset Management. As part of the broader Global Product Strategy, Development & Client Skills Training organization, this role offers deep insight and connection to the entire Asset Management business, including opportunities to interact with senior stakeholders. In addition to client skills, this role will also focus on training employees on our proprietary technology platforms, ensuring our teams are equipped to leverage cutting‑edge tools in their daily work. Job Summary As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs—including those focused on our proprietary technology platforms. You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions. The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption. Job Responsibilities Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy. Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in using these tools. Support strategic initiatives and key priorities by providing insights for continuous improvement. Build strong partnerships with key stakeholders to drive our training strategy. Participate in collaborative initiatives with regional and global team members and managers, seeking ways to continually simplify, improve, and add value to existing business practices. Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes. Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops, ensuring content builds on foundational programs and bridges to advanced learning. Coordinate agendas, presentations, and follow‑ups for internal forums (e.g., management meetings). Required Qualifications, Capabilities, and Skills Passion for innovation, productivity, process improvement, and helping others grow. Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously. Ability to synthesize information and formulate clear, compelling presentations for Senior Management. Strong work ethic; self‑starter with a creative, can‑do attitude. Excellent interpersonal and communication skills, coupled with strong quantitative and analytical problem‑solving abilities. High‑level proficiency in MS Office products (PowerPoint, Excel, Word); experience with video and virtual meeting technology. Experience delivering technology training or onboarding for proprietary platforms, ideally in a financial services or technology‑driven environment. Ability to translate complex technical concepts into clear, accessible training materials for diverse audiences. Comfort with hands‑on demonstrations, troubleshooting, and supporting users in real time. Not required, but preferred: experience with Tableau and Large Language Models (LLMs). Preferred Qualifications, Capabilities, and Skills Bachelor’s degree in a related field. #J-18808-Ljbffr J.P. Morgan
- Overview The Client Skills Training team role shapes how Private Bank Advisors... ...Bank Advisors and Sales Managers harness the collective power... ...Skills Training - Design & Facilitation Specialist on the Private Bank... ...transaction processing and asset management. We offer a...Asset
$76k - $105k
A leading global financial services firm located in New York is seeking an Asset Management Client Skills Training and Technology Training Associate. The successful candidate will manage the design, development, and delivery of global training programs focused on proprietary...Asset- JPMorganChase in New York, NY, is seeking an Asset Management Client Skills Training and Technology Training Associate to develop and deliver training programs focused on proprietary technology platforms. This role involves managing project timelines, collaborating with...Asset
- Ccgmag in New York, NY, is seeking an Asset Management Client Skills Training and Technology Training Associate. In this role, you will develop, design, and deliver training programs focusing on proprietary technology platforms, manage projects, and support strategic initiatives...Asset
- TwinThread is looking for an Asset Management Client Skills Training and Technology Training Associate based in New York City. This role will involve developing and delivering training programs on proprietary technology platforms while supporting strategic business initiatives...Asset
- A global financial services leader seeks an Asset Management Client Skills Training and Technology Training Associate. This role involves developing and delivering training programs focused on proprietary technology platforms, managing training initiatives, and collaborating...Asset
- ...lenders, servicers, asset managers, and investors with... ...disposition. Our technology leverages structured... ...collaboration, and client success, RealINSIGHT... ...onboarding and training initiatives, facilitating ongoing support and... ...and organizational skills, with the ability to...AssetFull timeFlexible hours
- JPMorgan Chase seeks a Client Skills Training - Design & Facilitation Specialist to enhance Client Skills Programs for Advisors and Analysts. You'll work closely with senior leaders to design impactful learning experiences that improve advisor engagement and effectiveness...
- JPMorganChase is seeking a Client Skills Training - Design & Facilitation Specialist to shape how Advisors deliver exceptional client experiences. This role involves designing impactful training programs, facilitating sessions for various stakeholders, and addressing skills...
- The Client Skills Training team role shapes how Private Bank Advisors and Analysts are developed... ...Global Private Bank Advisors and Sales Managers harness the collective power of our... ...a Client Skills Training - Design & Facilitation Specialist on the Private Bank Client...
- ...companies as our clients. Working with... ...cutting‑edge technologies and be heavily... ...and product managers, to feed clients... ...for different asset classes and... ...communication skills to clearly explain... ...and facilitate the sales process... ...onsite position). Training and professional...AssetPermanent employmentFull timeRemote workWorldwide
- JPMorgan Chase & Co. is seeking a Client Skills Training - Design & Facilitation Specialist in New York, NY. This role focuses on creating impactful training programs to enhance advisors' skills and confidence. You will collaborate with senior leaders to design and facilitate...
$60k - $72k
...Client Service Associate Wealthspire is a leading wealth management, retirement advisory, and business... ...deep research, technology, and decades of... ...client communication skills, and learns to... ...Handle asset movement requests... ...expertise Receive training and mentorship from...AssetWork at office- Our Client is a leading cloud-based FinTech platform transforming... ...landscape. Their technology empowers lenders, servicers, asset managers, and investors with a... ...satisfaction Lead onboarding and training initiatives for new... ...and project management skills with ability to manage...Asset
$130k - $281k
...Director, Client Executive Manager At BNY, our culture allows us... ...the world's investible assets. Every day, our teams... ...AI and breakthrough technologies to collaborate with... ...coaches and monitors skill development of the team... ...formal and informal training opportunities, foster...AssetTemporary workWork experience placementLocal areaWorldwideFlexible hours$140k - $180k
...Bridgewater Bridgewater Associates is a premier asset management firm, focused on... ...using cutting-edge technology to validate and... ...everything else. About the Client Service Department... .... Through formal training and informal on-the... ...Apply analytical skills, market knowledge,...AssetContract work$130k - $260k
Bridgewater Associates is a premier asset management firm, focused on delivering... ...using cutting-edge technology to validate and... .... About Your Role Client Investment Research... ...markets. Through formal training and informal on‑the... ...Apply analytical skills, market knowledge,...AssetContract work$70k - $121k
Client Success Manager - Sensr Analytics and Databridge About Gen II... ...serving private capital asset managers and investors... ...of people, process, and technology. Gen II has more than $... ...field. You’ll also receive training which will advance your skill set, both technically...AssetWork at officeRemote work3 days per week- ...professional aviation training company and... ...primary focus of the Manager, Client Experience is to... ...accounting skills to analyze and populate... .... Direct and/or facilitate, and document... ...Office of Foreign Assets Control (OFAC).... ...export‑controlled technology or services subject...AssetPermanent employmentWork at office
$120k - $150k
...Client Director - Information Services & Data... ..., connectivity and technology to drive the largest asset class in the world.... ...feel valued, develop skills and directly impact... ...developing and/or managing client... ...proven track record of facilitating, negotiating and closing...AssetLocal areaRemote work- Senior Client Services Manager The Cassini Client Services Team are... ...and organisational skills, as well as a technical... ..., hedge funds, asset managers, and banks worldwide... ..., and cutting‑edge technology, we empower our... ...usage. Providing user training and documentation to...AssetFull timeWork at officeWorldwideFlexible hoursWeekday work
- ...growing Silicon Valley technology AI company for... ...for Investment Managers, Banks, and Corporates... ...Kingdom. Our clients include some of the... ...relationships, and facilitate Executive Business... ...a strong focus on Asset Managers and/or Asset... ...organizational skills with the ability to...AssetFull timeContract workWork at officeRemote workHome office
$60k - $70k
...Account Manager At Omnicom Health... ...and biotech clients. Our agency... ...of highly skilled people, a higher... ...science and technology innovation.... ...lifecycle of their assets-supercharging... ..., and facilitate onboarding and training of junior staff... ...experience, training, associated...Asset$83k - $120k
...of the world's investible assets. Every day, our teams... ...edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions... ...' service requirements Facilitate communication across our... ...Excellent communication skills and the ability to build...AssetWork experience placementWorldwideFlexible hours$191k - $242k
...and cutting-edge technology, FalconX addresses... ...Navigating the digital asset market can be... ...tissue empowering clients with seamless navigation... .... Senior Manager, Global KYC and Client... ...stakeholders to facilitate compliance efforts... ...MAS, FIAU, etc. Skills: Strong analytical...AssetLocal area$102k - $150k
...the world’s investible assets and use cutting-edge AI and breakthrough technologies to deliver transformative solutions for clients and communities worldwide... ...service requirements Facilitate communication across... ...geographies. Strong leadership skills with the ability to...AssetTemporary workWork experience placementWorldwideFlexible hours$66.3k - $68.7k
...the operation, managing and developing... ...of service and client satisfaction. Maximizes... ...plan to train, motivate, develop... ...knowledge and skills of hardware and... ...inventory and assets. Results... ...field preferred. Associate's degree or equivalent... ...with our technologies and enriching the...AssetFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area$102k - $132k
...and maintaining technology that is... ...meeting and agenda management software, records... ...guidance and training to staff as... ...HRBPs within the client groups to... ...relationship skills with a flexible... ...confidentiality Outstanding facilitation, collaboration... ...information assets in accordance...AssetWork at officeLocal areaRemote workWork from homeHome officeFlexible hours$150k - $220k
...jurisdictions with asset managers, private equity... ...collaborate on practice technology and innovation... ...and deliver training; monitor developments... ...solutions Facilitate legal technology... ...signature software, client collaboration... ...drafting and research skills ~ Well-...AssetContract workFlexible hours$52.9k - $108k
Counter Unmanned Aircraft System Training Facilitator Provide timely research and... ...training solutions for the client to prepare for their duties... ..., and gaming C-UAS assets available for home station training... ...combination of education, knowledge, skills, competencies, and...AssetFull timeContract workPart timeWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset Management Client Skills Training Facilitation and Technology Training Associate. Be the first to apply!
- part time facilitator New York, NY
- training development specialist New York, NY
- community learning facilitator New York, NY
- learning and development facilitator New York, NY
- training delivery specialist New York, NY
- learning facilitator New York, NY
- group facilitator New York, NY
- quality facilitator New York, NY
- professional learning facilitator New York, NY
- corporate trainer New York, NY

