Client

The Client is a Global Wealth Management Leader with a Network of Offices in over 50 countries on 5 continents. This franchise has extensive experience managing the wealth of high net worth and ultra-high net worth of individuals within the Americas. The client strategy is centered on strengthening the franchise while integrating and finding synergies among its Investment Bank and Asset Management divisions to deliver outstanding solutions for its clients. The approach is based on a trusted relationship basis between Financial Advisors and their Clients. Experienced advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.

Challenge

The client requested a Cohort structure that blended content with real-world experience that both challenged and built upon existing individual skill levels. Given that change is a ‘constant companion’ within both the sector and the business, the topics of the team and personal impacts required that the facilitation be interactive and developmental with ‘real time’ changes to be made in order to adjust to the requirements and demands of each Cohort. This was borne out by the evolution of material and delivery style between programs, a hallmark of the AMS engagement model.

Solution

AMS partnered with the client to create an initial plan for delivery that was introduced, discussed, and then refined with Business Heads and Pilot Sponsors. The aim was to create a challenging curriculum that would be individually recommended by participants post-attendance, thereby achieving elevated visibility within the business. This curriculum was structured for delivery into the following programs: Program 1 - Change Management, Program 2 - Leading From the Middle, and Program 3 - Leading in a High-Performance Culture.

Interim follow-ups were scheduled to maintain progress, and a three-month check-in with delegates from each cohort was implemented. The flexibility of this curriculum required the learning to be targeted to the exact needs of the audience, maximizing individual and business benefits. The programs set out to deliver and illustrate several simplified change management, leadership, empowerment, and communication models that could be applied immediately within the business. This approach ensured that the training was practical and relevant, empowering participants to make meaningful changes within their roles and contribute to the organization's overall success.

Benefits

The concepts presented, explored, and practiced during the curricula were supported and endorsed by attendees and business sponsors. The soft skills enhanced individuals’ ability to accept, embrace, and influence change within the business. Both cohorts have now formed a networking approach to explore ways to apply and maximize the benefits. Delegates reported an immediate adoption of the illustrated principles both during and after the program, achieving the internal adoption and promotion desired by the client. As a result of the program's success, the client has since expanded their engagement to include a wider, more diverse audience.

The program's endorsement by participants and business sponsors underscored its effectiveness in enhancing leadership and change management skills. The formation of networking groups among cohorts facilitated the sharing of best practices and continuous improvement. The immediate adoption of the principles demonstrated the program's practical relevance and impact on daily operations. By expanding the program to reach a broader audience, the client reinforced their commitment to fostering a culture of continuous learning and development, ultimately driving long-term organizational success.