Description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

Ballentine Partners is looking for an enthusiastic and dynamic Training Specialist to join our growing team.

Responsibilities include:

· Assesses training and development needs through surveys, interviews, focus groups, and communication with managers and colleagues

· Creates, organizes, plans, and presents various forms of skill training for employees

· Develops unique training programs to fulfill workers’ specific needs to maintain or improve job skills

· Creates and/or acquires training procedure manuals, guides, and course materials using various forms and formats including group discussion, lecture, simulations, and videos.

· Assesses training materials prepared by instructors.

· Evaluates program effectiveness through assessments, surveys, and feedback.

· Maintains knowledge of the latest trends in training and development.

· Prepares and implements training budget; maintains records and reports of expenses.

· Other duties as assigned

Requirements

The right candidate will be someone who has the following skills:

· Adept with a variety of multimedia training platforms and methods

· Ability to evaluate and research training options and alternatives

· Ability to design and implement effective training and development

· Ability to organize and manage multiple priorities

· Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)

· Can work both independently and in a team structure with a diverse group of people

· Can juggle and prioritize a variety of tasks daily

· Is highly organized with a very strong attention to detail

· Has strong verbal and written communication skills

· Has strong presentation skills

· Has excellent interpersonal & relationship skills including a positive and collegial attitude

A Bachelor’s Degree in a related field is preferred. Minimum of 2 years of experience in a similar role is required.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

For more information on our culture please view our Impact Report and our Values page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $60,000 to $70,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.