Training Team Lead - Alternative Asset Investing

MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients' success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.
Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going "Above and Beyond," so each client experiences the highest level of service.
We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!
POSITION SUMMARY:
This role is primarily responsible for the training of all members of the Engaged, Sponsor and Advisor Client Service Group and for the discussions, design, testing, and implementation of new product offerings and new software applications. In addition, this position is responsible for developing a training program for new hires / onboarding as well as ongoing training throughout the year. The Trainer position assists in the development, review, and updating of internal Procedures and Desktop Procedures. Through verbal and written communications, the individual in this position develops, strengthens and maintains a positive relationship with our team members and firm associates. Work closely with the management team and the Training Department on refresher training and any training gaps.
ESSENTIAL JOB FUNCTIONS:

• Work closely with the Senior Director of the Engaged team in the training and development of the client service teams. Activities include,but are not limited to:
  
  • Train team members and identify training gaps and determine appropriate training solutions. Work directly with staff on any additional training and address any ongoing training/ coaching needed
  • Create job manuals/ aids and other training materials, ensuring they are up to date at all times
  • Work collaboratively with Training Department to create training and tools where needed to address training issues. This includes UAT testing/feedback prior to implementation
  • Design and testing of new product offerings and new software applications
  • Maintain a positive work atmosphere with the team and internal departments
• Assist in developing, updating, reviewing and testing internal Procedures and Desktop Procedures
• Maintain a professional approach to client service, consistent with Millennium Trust's protocol and service levels
• Recommend and implement ways to improve efficiencies
• May facilitate meetings with partner areas or within Department

• Ability to collaborate with Training department to design, develop and evaluate training programs and tools
• Other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• Years of Experience: 5-7
• Leadership Experience: Not applicable
• The ideal candidate will have a proven track record of demonstrating:
• Knowledge and experience with Retirement Accounts (i.e. QRPs and IRAs) and IRS rules and regulations
• Knowledge and experience in Alternative Asset Investing; previous knowledge of Hedge Funds, Private Equity, Real Estate Investing, specifically knowledge of PE Cycle which includes Capital Commitments, Capital Calls, & Redemption Processes
• Possess good presentation skills
• Leadership skills, including being the main resource for the agents and advocating their feedback on what is needed to make their jobs easier, including being a strong change agent and paving the way to client service excellence.
• Strong working knowledge of trust accounting system
• Energetic, client service focused individual
• Possesses strong written, verbal, time management, and communication skills
• Able to apply relationship building skills to internal and external clients
• Has strong computer aptitude; proficient in Microsoft suite of products
• Display timely and accurate judgement/decision making
• Strong problem solving skills and ability to multi-task
• Is detail-oriented, organized, and dependable
• Strong analytical and innovative skills
• Ability to maintain the highest quality of service and professionalism
• Possess a positive attitude and be able to perform well in a collaborative team environment
• Understanding of effective teaching methodologies/tools and ability to adapt training to individual needs
• Willingness to keep abreast of new techniques in training solutions
• Ability to collaborate with Training department to design, develop and evaluate training programs and tools.
• Working knowledge of InContact and Salesforce/Service Cloud preferred
• Bilingual language skills a plus

Check out a video on our Company Culture! Millennium Trust Culture
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