Years of professional banking & learning experience
Kosov Hoti
VP, Learning Advisor
New York,NY
Overview
14
14
Work History
Vice President, Learning Advisor
Citi Group
03.2023 - Current
- Consulting senior leaders and business stakeholders on global and North American regional business learning needs through a variety of methods including; needs analysis, survey, focus groups and setting KPI's
- Creating, managing and facilitating milestone programs end-to-end for global audiences over 300 in roles across management levels.
- Supporting all levels of employee leadership and professional development skills for Banking, Capital Market and Advisory Groups from Analysts to Managing Directors
- Fostering strong stakeholder relationships with key business partners to understand business needs and ensure content is relevant and impactful
Learning Consultant
TD Wealth
12.2021 - Current
- Successfully developed and implemented a Practice Management framework for a new large scale Financial Advisor program to ensure scalability and growth
- Managing relationships with shareholders in order to collect feedback throughout the design and implementation of a large-scale project
- Built a main hub on the intranet for all learning and development materials in support of both new and existing Advisors learning journeys
Team Manager
TD Wealth
03.2020 - 12.2021
- Virtually coached and led a team of 19 associates to help coach and improve performance and skills enhancements for future opportunities
- Drove results in a WFH environment with a top quartile position in Team Manager scorecard YOY 2021, coaching to behaviors and Financial Planner support while in a WFH environment
- Maintained and managed relationships with 5 Senior Sales Managers to support with Advisor relationship concerns, set touch-points, presentations, high urgency client escalations and integrating large scale changes
Transition Team Lead
TD Wealth
11.2018 - 03.2020
- Created a robust 3 Month training program, with 3-week in class sessions and 30/60/90 day check in to ensure new hire success in role
- Led all recruiting, hiring, on-boarding, 3-week new hire and department training of over 200 employees
- Successfully recruited, hired and scaled up 120 skilled associates in a high performing environment
Financial Planning Associate
TD Wealth
10.2015 - 11.2018
- Worked closely with 5 Financial Planners to help drive their business efficiency, build strong client relations, and helped to train them to on-going changes
- Leveraged best practices from Advisors to better advise them on how to maximize their performance, drive sales and decrease client retention
- $1M revenue generated to business
Education
Wealth Management Essentials - Wealth Management
CSI
08.2018 - 10 2018
Bachelor - Business Administration
George Brown College
Toronto, Ontario 09.2008 - 5 2010
Skills
Relationship Management
Volunteerinterests
- Bikes for Tykes, 2013 - 2019
- Junior Achievement, 2018 - Present
Timeline
Vice President, Learning Advisor
Citi Group
03.2023 - Current
Learning Consultant
TD Wealth
12.2021 - Current
Team Manager
TD Wealth
03.2020 - 12.2021
Transition Team Lead
TD Wealth
11.2018 - 03.2020
Wealth Management Essentials - Wealth Management
CSI
08.2018 - 10 2018
Financial Planning Associate
TD Wealth
10.2015 - 11.2018
Bachelor - Business Administration
George Brown College
09.2008 - 5 2010
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