Training and Associate Readiness Specialist

Hobbs Madison is a leading consulting firm focused on bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, improve capabilities, and drive competitive growth. Our clients include some of the largest banking, insurance and investment firms in the U.S.

The Training and Associate Readiness Specialist will work closely with the client bank retail, business support, marketing and technical teams to develop readiness plans that ensure branch and call center staff are fully prepared for a large-scale system conversion.

Qualified Candidates will have experience creating training and readiness plans to support system conversions ideally for large financial services clients in the banking industry. This is a remote, full-time position. 

Key Responsibilities

• Develop the associate readiness framework to assist with the development of the detailed associate readiness plan.
• Working with client, design the associate readiness plans to ensure associates are prepared to work with clients and colleagues.
• Prepare the training materials detailing the new line of business processes, policies and procedures to ensure the associates are knowledgeable and prepared to engage with both customers and colleagues.  This should minimally address required materials, systems and delivery methods.
• Identify resource and staffing requirements for each associate operating area (segments) to execute the readiness plan.
• Prepare to include refresher information and material as needed for regulatory and compliance topics as directed by client.
• Working with the communications work stream, assist in developing talking points and FAQs for branches, call center, and customer self-service as needed.

• Skilled in the development of training and associate readiness plans and detailed training materials spanning multiple months, business units and delivery methods.
• Experience with bank related system conversions affecting branches, call centers, digital banking and operations.
• Excellent communication skills for business interviewing and collaborative design sessions with client teams.
• Strong Power Point, Word, and Excel skills.
• Working knowledge of Share Point, and Jira.

Our History

Founded in 2002, Hobbs Madison Inc. is a consulting firm specializing in technology and business solutions for the financial services industry. We partner with leading banks, insurance companies, and investor services firms to maximize existing platforms, implement innovative solutions, and deliver results quickly.

Our senior consultants average 15+ years of industry and technology experience, combining technical expertise, business insight, and clear communication to solve complex challenges. Known for our speed, precision, and collaborative approach, we help clients navigate change, improve capabilities, and strengthen their competitive edge.

Hobbs Madison has established a reputation among its clients as one of the leading Strategy and IT Consultants in the U.S. for the financial services industry.

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