Program Coordinator - U.S. Private Bank, Client Skills Training & Practice Management Team

Our Client Skills Training & Practice Management Team creates engaging training programs and impactful experiences to empower our AWM Analysts, Global Private Bank Advisors, and Sales Managers. We harness the collective power of our firm to build the elite advisors and specialists of tomorrow.

We are seeking a highly organized and detail-oriented Program Coordinator to play a critical role in the seamless execution of our global training programs and coaching initiatives. In this role, you'll be the driving force behind our programs - coordinating events, managing logistics, processing budgets, ordering catering, scheduling meetings, arranging transportation, and tracking participant feedback. You will collaborate with a dynamic team, gain exposure to leaders across the bank, and contribute to strategic projects that shape how we develop our talent.

This is a unique opportunity to master event and program coordination while gaining exposure to the Private Bank business and training content, design, and facilitation skills. The experience builds a great foundation for a long-term career in wealth management or training and development, and your contributions will directly impact the growth and success of our advisors and specialists.

Key Responsibilities:

• Partner with team members to support the execution of large-scale events, from pre-event preparation to on-the-ground support, anticipating and responding to needs before, during, and after training programs.
• Oversee all logistical aspects of training programs, including scheduling sessions, maintaining rosters, booking venues, arranging transportation, ordering catering, and tracking expenses.
• Manage vendor relationships, including processing invoices, monitoring budgets, and ensuring compliance with internal policies.
• Track and compile training feedback, analyze results, and maintain program data for tracking.
• Assist the team on strategic projects such as designing new training formats, driving attendance, and improving operational processes.
• Periodic domestic and international travel required may be required.

• B.A. degree in related field
• Experience in event coordination, program administration, project management, or a related operational/logistics role.
• Exceptional attention to detail and a commitment to accuracy.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent interpersonal and communication skills, with the ability to work effectively across teams and cultures.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook); experience with project management or scheduling tools a plus.
• A proactive mindset, resourcefulness, and a passion for creating exceptional participant experiences.