Barclays
Wealth Management Learning Designer and Trainer
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Wealth Management Learning Designer and Trainer
Learning Designer and Trainer | Barclays Wealth Management
Purpose of the Role
To educate and upskill operational colleagues through training, coaching, and knowledge transfer initiatives.
Core Accountabilities
Programme Development
- Design and implement training programmes, workshops, and initiatives to support the knowledge transfer and skill development of banking operational teams/colleagues.
Programme Monitoring
- Monitor effectiveness and recommend improvements to training programmes.
Industry Engagement
- Identify industry trends and incorporate best practices in learning and development.
Needs Assessment & Collaboration
- Conduct training needs assessments, collaborating across the bank to pinpoint gaps in knowledge and skills.
Operational Efficiency
- Participate in projects to enhance operational efficiency via learning and development initiatives.
Risk & Issue Management
- Identify risks/issues within the team and escalate them appropriately.
Branding & Compliance
- Maintain Barclays branding by ensuring all materials reflect the company’s standards, while adhering to governance policies.
Assistant Vice President Expectations
Strategic Influence & Policy
- Advise on and influence decision-making, contribute to policy development, and take ownership of operational effectiveness.
Cross-Functional Collaboration
- Collaborate closely with other functions/business divisions.
Leadership & Team Management
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Lead a team performing complex tasks, leveraging extensive professional knowledge to deliver business-impacting work.
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Set objectives, coach employees to achieve targets, and conduct performance reviews for rewards or development decisions.
Leadership Behaviours (LEAD)
If leadership responsibilities exist, demonstrate:</br> L (Listen & Be Authentic), E (Energise & Inspire), A (Align Across Enterprise), D (Develop Others).
For individual contributors (not leading teams), responsibilities include:</br>
- Lead collaborative assignments and guide team assignments via structured practices.
- Identify new directions for projects, combining methodologies/practices to meet objectives.
- Advise People Leaders on complex issues – analyse risks, propose new policies/procedures, promote control/ governance Adherence to core admission (a bridge dignity? compliance and data integrity).
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Stakeholder Collaboration
Exercise high degrees of autonomy while collaborating across areas to support business objectives and strategy.
Complex Analysis
Perform complex analysis of data from internal/external sources to creatively solve problems:
- Understand how sub-functions coordinate toward organisational goals.
- Manage cross-functional alignment—ensuring alignment with business units and strategic objectives in financial control and governance.
Knowledge Transfer & Influence
- Communicate complex or sensitive information clearly and professionally (considering content/ audience nuances).
- Influence/convince stakeholders to achieve targeted outcomes.
Company Ethos
Barclays values Respect, Integrity, Service, Excellence, and Stewardship—the framework guiding ethical decision-making and behaviour. Expectations also include:
Barclays Mindset: Collaborate to Empower, Challenge, and Drive innovation culturally.
Wealth Management Learning Designer and Trainer | Barclays
Key Responsibilities
In this role, you will coordinate, design, and deliver structured training programmes for new Advisors, ensuring they acquire the necessary knowledge, confidence, and behaviours efficiently and consistently.
Stakeholder Management
- Coordinate induction activities across business, training, and subject matter experts.
- Ensure alignment between new joiners and escalate managerial readiness interventions.
Associate Development & Success
- Equip new Advisors with the required knowledge, tools, and professional behaviours through structured training.
- Uphold a consistent, high-quality induction experience across multiple learner cohorts.
Continuous Improvement & Data-Driven Learning
- Use learner feedback, management information, and quality assurance to refine content/ delivery.
- Partner with business leaders to embed learning beyond initial induction, supporting on-going colleague development.
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Content & Governance Ownership
- Scope, design, and maintain learning content in collaboration with SMEs.
- Own operational governance and learning compliance—ensuring the induction process is auditable, controlled, and aligned with regulatory and internal learning standards.
Qualifications & Skills
Essential Experience
- Programme coordination & stakeholder management—plan, manage risks/issues while collaborating across divisions/specialties.
- Learning design & content development—assemble role-based learning tailored for Advisors, translating policy/technical processes into practical materials.
- Coherent training delivery—both virtually and in-person, maintaining standardisation across multiple cohorts.
- Readiness and time-to-competence—establish structured milestones/checkpoints for accelerated development.
- Corrective improvement & governance—apply feedback/quality insights to enhance content/ delivery, ensuring compliance (training, audit, approval trails).
Highly Valued Competencies
- Speak professionally with clarity and confidence (especially for sensitive communication).
- Adopt a data-driven mindset—use analytics and QA feedback to improve learning effectiveness.
- Maintain rigour in risk/controls awareness, respect governance structures.
Additional Information
- Location Flexibility: London or Birmingham.
- Assessment Focus: Critical skills behaviours may include:
- Risk & controls awareness
- Change & transformation
- Business acumen & strategic thinking
- Digital/technology literacy
- Fields-specific expertise
Our Workplace Culture
Work Experience at Barclays encapsulates its culture, values, collaboration, sustainability, but most importantly, its self-motivated, trustful, and humble team. Employees:
- Work to empower others, challenge norms, and push for impactful outcomes.
- "We are the No. 1 Top Workplace" in our region, driven by shared goals and individual contributions.
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