Role summary:
With direction of the EACG External Client Education Lead in LDO and Business Management, the successful candidate will be responsible for shaping and enhancing EACG Japan's Client Education capabilities, taking responsibility for our existing external client training programs (e.g. Capital Learning), training of the existing client base and our sales force. He/she will report to Head of Client Education - Japan.
Primary responsibilities and essential functions:
- Advisor training & train the trainer program
- Assess existing FIT team's advisor training programs and define a plan to complement and evolve the existing programs.
- Leverage advisor training tools such as Capital Learning and build investment and product-agnostic training programs.
- As a member of EACG External Client Education team, partner with NACG Client Education team to understand the CG global training contents, identify opportunities to leverage and localize contents and experience for the Japan market.
- Independently and in partnership with Marketing, create local market-specific contents that fit the varying needs of the clients and distributors. This includes building training programs and contents for distributors and their advisors, IFAs and insurance agents based on direct input from the clients, sales teams and EACG and NACG teams.
- Work with the EACG / NACG External Client Education teams to assess the service delivery model required to implement an effective advisor training program - determining what can be conducted locally vs via the central function.
- Determine a train the trainer model for FIT team.
- Conduct advisor trainings (workshops) with or on behalf of FIT team when needed.
- Directly work with and engage with clients to help address their advisors' needs through investment and product-agnostic trainings, and help improve their interactions with investors that align with our philosophy.
- Function as a program and content designer, and a moderator for large scale events e.g. IFA seminar.
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- Institutional client training
- Work with IB team to build and coordinate client training programs for select clients and key prospects primarily financial institutions. This includes determining appropriate contents and presenters, and building and coordinating programs.
- Work with Relationship Managers, Client Relations, Investment Directors and Marketing to identify opportunities for improving the training EACG can offer to institutional clients.
- Define an ongoing feedback loop with clients to ensure their views are included in the continuous improvement in our training programs
- Strategic partnership and global collaboration
- Support Head of Client Education Japan to plan strategies on how to drive Japan's sales growth through leveraging CG's accumulated knowledge and expertise of existing intermediary sales support model in abroad.
- Collaborate with CG's internal stakeholders to establish digital content delivery platform (digital classroom, webinar, video and podcasts)
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.