Servicing Training Lead

Posted Yesterday
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São Paulo
Hybrid
Senior level
Fintech • Mobile • Payments • Software • Financial Services
Wise is one of the fastest growing fintechs in the world and we’re on a mission to make money without borders a new norm
The Role
The Servicing Training Lead oversees the Servicing Training Specialist team, focusing on training program delivery, performance management, team development, stakeholder collaboration, and operational efficiency.
Summary Generated by Built In
Company Description

Wise is a global technology company, building the best way to move and manage the world’s money.
Min fees. Max ease. Full speed.

Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.

As part of our team, you will be helping us create an entirely new network for the world's money.
For everyone, everywhere.

More about our mission and what we offer.

Job Description

The Servicing Training Lead is a critical leadership role responsible for the end-to-end management, performance, and strategic direction of the Servicing Training Specialist team. This role ensures the timely, high-quality, and impactful delivery of training programs that are strategically aligned with Servicing Operations goals. The Lead drives team performance, fosters a culture of continuous improvement and knowledge sharing, manages key stakeholder relationships, and oversees the strategic reporting and resource allocation for the Servicing L&D function.

People Management & Development

  • Performance Management: Manage performance on an individual and team level, promptly addressing underperformance through coaching, setting SMART goals, and meticulous documentation of interventions.
  • Talent Development: Implement a system to identify team talents, design and manage Individual Development Plans (IDPs) and Personal Improvement Plans (PIPs), and provide mentorship to enhance team capabilities.
  • Team Leadership: Hire, lead, and manage the team, including administrative tasks (scheduling, interviewing, GrowWises, salary/performance reviews). Conduct regular (bi-weekly) coaching sessions, 1:1s, and team meetings to foster communication and growth.
  • Engagement & Culture: Develop and promote a culture of knowledge sharing and collaboration. Organize regular team-building activities and develop action plans based on employee feedback (Wiser Pulse).

Training Strategy & Execution

  • Strategy Implementation: Support the Training Senior Lead in executing L&D strategies aligned with organizational and Servicing Operations goals. Ensure the team understands their role in achieving these objectives.
  • Best Practices: Develop, communicate, and maintain accessible documentation of strategies and best practices to achieve defined training targets.
  • Quality Assurance: Ensure the quality and timely delivery of training programs. Guarantee timely, high-quality training sessions through demand vs. capacity calculations and optimal scheduling.
  • Team Alignment: Monitor and ensure the team’s performance aligns with broader organizational goals and defined expectations.

Stakeholder Management & Collaboration

  • Needs Validation: Collaborate with stakeholders (including vendor managers, project managers, product specialists, etc.) to validate training requests by sizing the problem, assessing cost vs. benefit, and applying critical thinking to determine if training is the optimal solution.
  • Recommendations: Provide well-informed, analysis-based recommendations to stakeholders, leveraging data and insights to influence effective solutions for operational challenges.
  • Communication: Serve as the primary point of contact between the L&D team and stakeholders, ensuring learning needs and solutions are efficiently aligned with the Design & Development (D&D) team.

Reporting, Analytics & Documentation

  • Governance & Reporting: Develop, oversee, and maintain the framework of training efficiency data. Ensure timely and relevant reports with insightful and actionable findings (based on knowledge assessment, participant feedback, performance metrics, and business impact) are generated.
  • Performance Tracking: Regularly track and analyze Training Specialists' performance against KPIs, conducting evaluations and providing constructive feedback. Deliver monthly performance and KPI reports, maintaining transparent documentation of trainer occupancy and their activity's impact.
  • Improvement: Utilize insights from reports and deep-dives to continuously provide improvement recommendations for training programs, ensuring evaluation data enhances programs and supports evolving business goals.
  • Documentation: Implement and maintain systematic, detailed, and accessible documentation of all training and team-related initiatives (meeting notes, content, project deliverables, etc.).Resource Management & Technology
  • Budget Management: Effectively manage the team’s budget, ensuring efficient resource allocation and spending aligns with strategic priorities.
  • Technology Oversight: Oversee the selection and implementation of training technologies and tools to support the delivery and management of effective learning programs.

Change Management

  • Communication: Effectively manage and communicate changes within the team and to external stakeholders, ensuring clear understanding and buy-in.
  • Adaptation: Guide the team through changes by providing necessary support, training, and resources to ensure a smooth transition and readiness to integrate changes.
  • Monitoring: Monitor the progress and impact of changes, gather feedback, and recommend necessary adjustments to the Training Senior Lead.

Qualifications

  • Experience in a training and development role, preferably in a Servicing/Operations/Contact Center environment.
  • Experience in leading and managing a team of trainers or L&D professionals.
  • Proven expertise in performance management, coaching, and implementing talent development strategies (IDPs/PIPs).
  • Strong analytical skills with the ability to interpret performance data, generate insightful reports, and provide strategic recommendations.
  • Excellent stakeholder management and communication skills.
  • Proficiency in modern training methodologies (in-person, e-learning, blended learning)

Additional Information

For everyone, everywhere. We're people building money without borders  — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

Keep up to date with life at Wise by following us on LinkedIn and Instagram.

Top Skills

Blended Learning
E-Learning
Training Technologies

What the Team is Saying

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Pavan
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Jennifer
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The Company
6,500 Employees
Year Founded: 2011

What We Do

Wise is a global technology company, building the best way to move and manage the world's money.

With Wise Account and Wise Business, people and businesses can hold 40 currencies, move money between countries and spend money abroad. Large companies and banks use Wise technology too; an entirely new network for the world's money. Launched in 2011, Wise is one of the world’s fastest growing, profitable tech companies.

In fiscal year 2025, Wise supported around 15.6 million people and businesses, processing over $185 billion in cross-border transactions and saving customers around $2.6 billion.

Why Work With Us

We’re truly global in who we are, how we work, and how we build. Everything we do is centred around creating a world of money that’s fast, easy, fair. And open to all. Everyone who works here owns a piece of Wise, from the work they do, to the stock they hold.

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Wise Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We expect new joiners in the office most days to build connections and learn from colleagues for their first six months. After that, most Wisers split their working week between the office and home, typically coming in at least 12 times a month.

Typical time on-site: Not Specified
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