US PCG Training & Development Operations Specialist

At a Glance:

Info Session: RSVP Here

Statement of Interest: Yes 

Contact: Gabe Kern

Shadow: Request Here

The Opportunity:

The US PCG Training and Development group focuses on running and enhancing the training programs within the US Private Client Group. We not only work on training - we identify group needs and pursue training solutions where applicable, from job-related skills, to broad market knowledge, to bridge programs for developing interest in new roles. This exciting and ever-evolving group sits at the heart of the action of US PCG's growth and opportunities!

Currently, we're searching for a passionate, high-minded person who is willing to leap into ambiguity and learn. In the US PCG Training & Development Operations Specialist role, you’ll partner with our Training Program Managers to streamline and improve operations training across PCG. With ever-changing systems and workflows, successful operations training requires updated and accurate policies and procedures.  In this role, you’ll work closely with a wide variety of stakeholders across PCG to create alignment around operational processes, ensuring PCG employees are armed with operational training and resources needed to be successful.

If you want to help shape how we train US PCG employees while testing exciting new approaches around client operations, this is your role!

The Day-to-Day:

• Establish, maintain and organize a database of all current and previous policies and procedures (set review cycles, due dates, etc.)
• Gain an understanding of the inner-workings of different roles in US PCG
• Identify opportunities to improve operational workflows
• Assist with writing and updating policies and procedures, working closely with subject matter experts
• Build foundational skills to better the training experience, be it instructional design work or analysis
• Plan and ensure training offerings are operating as intended

Your Qualifications:

• Show an understanding of MS Office, especially Excel (can maintain complex spreadsheets)
• Are a high-performer with verifiable success in your current position, ensuring quality in everything you do
• Have some understanding of operations within US PCG and/or background in an operational role
• Want to help educate and inspire fellow employees
• Appreciate the importance of operations and the role it plays in servicing clients
• Enjoy generating new ideas and thrive on deadlines
• Have a desire to improve the firm and your career

There are no tenure restrictions for this role. We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Gabe Kern.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER