Lead the design and implementation of scalable learning programs to onboard, upskill, and coach relationship managers serving affluent clients.
Location: New York, NY (onsite) • Salary: USD 116,000 - 185,000 per year
Responsibilities
- Develop and deploy onboarding, skills-upgrade, and coaching programs for relationship managers serving high-net-worth clients
- Translate product, partner, and sales priorities into practical, field-ready learning that supports consistent client conversations
- Deliver scalable training to distributed sales teams while driving learner engagement and long-term adoption
- Create actionable learning solutions and field tools that boost productivity, proficiency, and behavior change
- Collaborate with stakeholders to define success metrics and assess impact using both quantitative data and qualitative feedback
- Implement real-time adjustments and periodic reviews to maximize learning impact and durability
- Construct data-driven enablement roadmaps aligned to key business priorities and frontline needs
- Leverage artificial intelligence tools to improve content relevance, personalization, and delivery efficiency
- Establish content standards, governance, and operating cadences to keep education current as products and partnerships evolve
Requirements
- Deep knowledge of affluent client needs and how these shape frontline sales and service behaviors
- Proven track record designing and delivering training and coaching for relationship managers or comparable sales roles
- Experience program managing large-scale training for decentralized sales teams while maintaining engagement and consistency
- Ability to translate complex product and partner content into practical, field-ready learning resources and tools
- Proven capability to map structured learning journeys from onboarding through advanced sales practices
- Experience partnering with stakeholders to evaluate outcomes and implement real-time and long-term program adjustments
- Proven ability building data-driven enablement programs aligned with defined business priorities
- Proficiency in applying AI tools to enhance training effectiveness and outcomes
- Clear, leadership-ready written and verbal communication skills
Benefits
- Extensive medical, dental, and vision coverage
- Onsite health and wellness centers
- Employer-sponsored retirement savings plan
- Back-up childcare support
- Tuition assistance program
- Mental health resources and support
- Financial coaching services
About Us
Chase is a leading financial services firm focused on helping roughly half of America's households and small businesses reach their financial goals with a broad range of products. The company aims to build engaged, lifelong relationships by placing customers at the center of everything it does, and it supports small businesses, nonprofits, and cities with solutions to meet their financial needs.
About the Team
Our Consumer and Community Banking division serves Chase customers across areas such as personal banking, credit cards, mortgages, auto financing, investment guidance, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth, offer widely used digital solutions, and maintain top customer satisfaction.
