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Über
The US 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. The role partners closely with Sales Leadership, Product Marketing, and Distribution Enablement to support onboarding, product launches, market-driven education, and ongoing skill development across the wholesaling organization. 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 & External Wholesalers) Lead the end-to-end onboarding experience for new team members across internal and external wholesaling teams Support learning of investment philosophy, product offerings, and competitive positioning in an inclusive and accessible way Deliver interactive onboarding sessions, including role plays, simulated advisor conversations, and certification milestones Product & Investment Education Collaborate with Product Marketing, Investments, and Portfolio Management teams to translate complex investment concepts into practical learning experiences Support product launches with clear, actionable training and positioning frameworks Continuously update content to reflect evolving market conditions and advisor needs Wholesaling Skills & Advisor Engagement Develop training focused on territory management, segmentation, and advisor engagement strategies Enable effective communication, discovery, and relationship-building approaches across client segments Support both virtual and in-person engagement best practices for internal and external teams Manager Enablement & Coaching Support Partner with Sales Leaders to promote consistent coaching practices and performance development Provide tools and resources to support feedback, observation, and ongoing skill development Contribute to development plans that support both new and experienced team members Required Qualifications:
5–10+ years of experience in financial services sales, distribution, or sales training Demonstrated experience working with investment products (e.g., mutual funds, ETFs, SMAs, alternatives, model portfolios) Experience supporting or partnering with a wholesaling or distribution organization Strong facilitation, presentation, and communication skills across diverse audiences Ability and willingness to travel as needed (approximately 33–50%) Preferred Qualifications:
Prior experience as an internal or external wholesaler Relevant securities licenses (e.g., Series 6, 7, 65, or 66) preferred or ability to obtain Experience working across multiple distribution channels (RIA, broker-dealer, wirehouse, bank, institutional) Familiarity with CRM and enablement tools (e.g., Salesforce, Seismic, ZoomInfo, LinkedIn Navigator) Strong business acumen and understanding of advisor practices and client needs When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see.
Sprachkenntnisse
- English
Hinweis für Nutzer
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