Director, Training and Programs

The Center for Sustainable Finance and Private Wealth (CSP) is an independent non-profit dedicated to advancing sustainable finance and mobilising private capital toward positive social and environmental outcomes. Positioned at the intersection of wealth, sustainability, and systems change, CSP works with wealth holders, family offices, financial institutions, philanthropies, and next-generation leaders to help shape a more sustainable and resilient global economy.

Originally founded as part of the University of Zurich ecosystem and emerging from Impact Investing for the Next Generation programme launched in 2015 at the Initiative for Responsible Investment at Harvard University, CSP has evolved significantly in response to the rapid global transformation of sustainable finance. Today, CSP operates as an independent foundation with a growing international platform and strategic partnerships across academia, finance, and the private wealth ecosystem.

CSP now works in close partnership with the University of St. Gallen (HSG), strengthening its academic and practitioner-based approach to research, executive education, and industry engagement. This evolution reflects CSP’s broader global mission: bridging rigorous academic insight with practical implementation for wealth owners and financial professionals navigating increasingly complex sustainability challenges and opportunities.

CSP remains deeply connected to the global private wealth and impact investing community through collaborations with leading investor networks such as Toniic and The ImPact, as well as partnerships with institutions including Massachusetts Institute of Technology, Harvard University, and the University of St. Gallen.

The work of CSP addresses three barriers in steering capital to impact:

• Knowledge
• Capabilities
• Support networks

These barriers are addressed through:

• Research into the key questions of sustainable finance and private wealth
• Trainings that translate actionable insights into practice
• Engagement that amplifies the work of CSP and its partners

As the Director, Training & Programs, you will play a vital role in making CSP APAC a thought leader through engaging and training the target audience using a portfolio of research led training programs and actively developing and growing this exciting portfolio locally and globally, focusing on

• Wealth holders (particularly U/HNW individuals and family offices)
• Financial intermediaries
• Wealth managers
• Other institutional players in the private wealth space

This is a compelling role for anyone wanting to drive outsized positive impact globally within a dynamic growth environment, as you are responsible for a uniquely powerful established suite of programs on the CSP platform.

Tasks

Training Program Ownership, Quality Assurance & Content Development (50%)

• Program Design & Execution: Lead and oversee the development and execution of CSP APAC’s training programs, bespoke programs for U/HNW individuals, and family offices as well as IBF-certified open courses for wealth managers and financial intermediaries.
• Content Development: Develop and refine training materials (presentations, manuals, case studies, simulations) that are relevant, research-backed, and aligned with emerging trends in sustainable finance and wealth management.
• Collaboration with Research Teams: Work closely with the Research team to integrate insights from our Wealth Holder research, sustainable finance frameworks, latest trends in sustainability, investing for impact and global financial markets into training programs and materials.
• Program Delivery: Ensure effective delivery of training programs such that programs meet regulatory standards, client needs, and industry trends.
• Accreditation & Quality Assurance: Lead the accreditation of programs under the IBF-MAS Technical Skills and Competencies (TSCs) framework and ensure consistency in messaging and content quality across all training sessions.
• Performance Metrics: Develop and assess key performance indicators to evaluate the impact and effectiveness of training programs.

Training Team Development & External Trainer Management (30%)

• Trainer Recruitment & Development: Build a team of high-quality trainers by identifying, recruiting, and training external facilitators to align with CSP APAC’s standards and pedagogy.
• Team Management: Provide coaching and mentorship to trainers, ensuring that they effectively communicate research-based insights and deliver engaging sessions.
• Quality Assurance: Setting the standards to conduct internal quality reviews to ensure training meets participant learning needs and industry standards.

Market Positioning, Thought Leadership & Strategic Growth (10%)

• Strategic Alignment: Work closely with the Partnerships team to ensure training offerings align with market needs and CSP APAC’s strategic objectives.
• Thought Leadership: Strengthen CSP APAC’s reputation as a thought leader by integrating research on insights from the ground and the latest industry trends into training programs across sectors.
• Fundraising & Partnerships: Support fundraising and strategic partnerships efforts by articulating the value of CSP APAC’s training programs to potential investors and collaborators.

Cross-Regional Collaboration & Ecosystem Engagement (10%)

• Knowledge Exchange: Facilitate knowledge sharing with CSP Zurich, North America and regional partners to adopt best practices across training programs.
• Regional Expansion: Establish partnerships across Asia to expand the reach of CSP APAC’s training programs.

Requirements

• Education: Bachelor’s or Master’s degree in finance, Economics, Sustainability, Learning & Development, or a related field.
• Experience: 7+ years in leadership and management experience, program development and facilitation, preferably in banking, finance, or sustainable finance.
• Expertise: In-depth knowledge of sustainable finance, ESG, and impact investing.
• Skills: Strong project management and organizational skills, with the ability to deliver training initiatives end-to-end.
• Certifications: IBF certification, WSQ Advanced Certificate in Training and Assessment (ACTA), or Advanced Certificate in Learning and Performance (ACLP) is a plus.

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