AM Wealth Academy Team Lead

• Develop creative and engaging strategies for delivering investment content including new channels / formats of delivery
• Responsible for timely delivery of training modules as part of the AM Wealth academy curriculum
• Drive the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team
• Provide strong leadership and direction to your team, ensuring alignment with organizational goals
• Oversee the performance and development of Academy Managers, providing mentorship and coaching to enhance their skills and capabilities
• Create an environment that encourages collaboration, creativity, and professional growth
• Oversee the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities
• Encourage the use of multimedia and innovative approaches to enhance learning experiences
• Ensure the effective implementation of training sessions and workshops that meet the needs of our clients and customers
• Monitor and assess the effectiveness of learning initiatives through feedback and performance metrics
• Provide advice on the content of customer or internal stakeholder learning and development events
• Conduct market assessments of other training, coaching and other learning events across competitors
• Collaborate with senior stakeholders across the business to align learning initiatives with strategic objectives and market needs
• Build strong relationships with key stakeholders to ensure their support and engagement in the Academy's initiatives
• Oversee the AM training agenda and delivery of agreed Investment learning content to relevant frontline sales channels
• Stay informed about industry trends and best practices in learning and development
• identify opportunities for innovation and improvement
• Support with campaign/product training requirements to bring commercial outcomes into training content
• Accredit and enhance AM growth for all channels on business training, case sharing and system highlight through professional training events.

• Post Graduation / MBA or equivalent from a reputed institute
• investment certifications preferred
• 8+ years in the Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support
• Experience working in a global, matrix organisation especially to support commercial activities for Distributors/Platform/Institutional clients
• Strong understanding of financial markets, macroeconomic environments, and investment products, including their roles in Asset and Wealth Management
• Proven leadership abilities to inspire and motivate teams while making informed commercial-focused decisions
• Ability to lead and guide the team to prioritise to an ever changing environment
• Strong analytical skills with the ability to distill complex data into actionable insights
• Ability to distill complex and varied data into information
• good process analysis and problem solving skills
• Excellent written, verbal, and presentation skills, including advanced PowerPoint proficiency
• Experience in stakeholder management, particularly with C-suite and Executive level leadership teams
• Customer driven with demonstrated commitment to improving customer experience and delivering excellent customer outcomes
• Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events
• Outstanding written and verbal communication skills, enabling productive dialogue with internal and external customers
• Experience in training delivery and ability to adapt delivery style to audience
• Relevant investment qualifications such as CFA, CIPM, or ESG certification
• Knowledge of asset management models through funds and mandates
• Understanding of learning principles and best practices in training and development
• Experience in designing and delivering training programs across various formats (in-person, online)
• Proficiency in additional languages is a plus.

Proficiency in additional languages.

• Commitment to building a culture where all employees are valued, respected, and opinions count
• Continuous professional development
• Flexible working opportunities
• Inclusive and diverse environment.