Squad Member, Delivery & Facilitation

About the role

The Squad Member, Delivery & Facilitation will own end‑to‑end delivery of learning programmes, ensuring they meet calendar, capacity and quality targets. You will work closely with facilitators, wealth advisors and internal stakeholders to create engaging experiential learning experiences.

Key responsibilities

• Manage full lifecycle of assigned programmes, coordinating scheduling, logistics and learner communications.
• Support facilitator network through briefings, dry‑runs and quality‑assurance activities.
• Design and execute experiential learning activities such as role‑plays and simulations, ensuring all materials and technology are ready.
• Provide one‑on‑one and group coaching for Wealth Advisors, reinforcing advisory behaviours and compliance standards.
• Implement reinforcement activities, monitor coaching impact and report progress to leadership.
• Track learning metrics (hours, attendance, NPS, coaching outcomes), prepare analysis and recommend improvements.
• Maintain audit‑ready documentation to ensure compliance and integrity during assessments and coaching.

Required profile

• 3–5 years of experience in training delivery or coaching, preferably within financial services.
• Strong facilitation and presentation abilities with a proven track record of engaging diverse learner groups.
• Familiarity with wealth products and frontline advisory processes is an advantage.
• Ability to manage programme logistics and apply adult‑learning principles.

Required skills

• LMS/LXP platforms
• Virtual classroom tools
• Data tracking and reporting