This position is responsible for designing, developing, managing, and implementing comprehensive learning solutions to achieve business objectives of Wealth Management Team at CNR/CNB. This role will:

Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company’s Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.

• Assist in creating and implementing education learning & development programs that support effective delivery of technology training, investment strategies & asset allocation methodology to Sales personnel, Portfolio Managers, and other business units at Wealth Management Team of City National Rochdale.
• Assess the Wealth Management business process, identify the gaps in knowledge and skills, design, and implement training programs in alignment with client needs and corporate direction. Make recommendations for improving colleague performance and determine the required program or interventions. Understand and develop evaluation tools that measure impact and effectiveness of learning and development programs.
• Assess critical business issues, provide consultation to business units to enhance business processes and/or improve performance. Facilitate design and implementation of organizational change efforts. Advise on team design and performance. Coach managers to enhance management and leadership skills.
• Develop instructional content and materials utilizing various instructional design methodologies and technologies. Create design documents outlining course objectives, content, assessments and evaluation criteria. Manage learning environment and learning opportunities using classroom, live-and-online, self-paced e-learning, and blended learning methodologies. Understand and apply state-of-the-art adult learning theory. Keep current with latest organizational and individual behavioral research and learning delivery technologies.
• Assist in managing projects including the development and oversight of project design plans, implementation plans, and on-going continuous improvement plans. Interact with senior internal and external personnel on significant matters, often requiring coordination and support between different business units. Monitor project schedules and resolve project related issues appropriately.
• Analyze and evaluate the knowledge and skill requirements of jobs, tasks and roles.

Must-Have*

• Bachelor’s Degree and five years learning and organization development experience.
• Minimum 2-5 years of experience in Financial Services, with preferred direct experience in Asset/Wealth Management
• Minimum 5 years of experience with development of training material that consists of written and e-Learning course content, presentation material, instructor guides, or learning activities focused on meeting defined learning objectives
• Minimum 5 years of experience in computer skills including MS Word, Excel, PowerPoint, and eLearning authoring tools such as Articulate and Camtasia

Skills and Knowledge

• 10 years of experience with development of training material that consists of written and e-Learning course content, presentation material, instructor guides, or learning activities focused on meeting defined learning objectives.
• Master’s Degree (finance related and/or Securities licensed preferred) with 5 years of learning and organization development experience.
• Life Insurance, Series 7, 63 or 66, or other financial industry related preferred.
• Must possess expert level instructional design skills, strong attention to detail, and have a high degree of flexibility. Materials will be developed rapidly with frequent changes and updates.
• Technically savvy-ability to research and quickly learn and deliver training on new technologies in support of business objectives.
• Advanced proficiency in workplace learning and development principles and authoring tools with knowledge of Instructional design architecture, preferably in two or more related to Articulate and Camtasia.
• Experience with Learning Management Systems.
• Business acumen and understanding of the investment/wealth management business.
• Solid project management experience (i.e. planning, organizational skills, and ability to manage multiple high level projects simultaneously.
• Ability to work in an Agile development process. Must enjoy working in a fast-paced environment.
• Experience in identifying and managing complex group dynamics and reacting in real time to changes in content and/or process.
• Demonstrated ability to influence and impact people at multiple organizational levels.
• Ability to interact effectively with all levels of colleagues, Subject Matter Experts, contractors, and third-party vendors.
• Communicate effectively and skillfully in both oral and written form.
• Has an in-depth understanding of the role that organizational learning and development plays for individual, team, and organizational performance.
• Possesses demonstrated ability in needs assessment, objective setting, and evaluation/measurement of learning opportunities.
• Has strong presentation skills and can adapt style as appropriate to audience and delivery method.

Starting base salary: $92,114 – $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

• To be considered for this position you must meet at least these basic qualifications

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.

We start with a basic premise: Business is personal. Since day one we’ve always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.