About Us:
The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona.
About the Position:
The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multifamily offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona.

Responsibilities:

• Deliver comprehensive learning solutions to internal wealth management partners as part of the onboarding and support teams.
• Collaborate with management and subject matter experts to understand desired business outcomes and translate them into effective training objectives.
• Determine appropriate learning methodologies and development solutions in collaboration with stakeholders.
• Develop detailed project plans and coordinate with subject matter experts as needed.
• Facilitate and deliver engaging training and organizational development programs.
• Maintain an inventory of training programs and tools, scheduling their use according to management priorities.
• Represent the department in various conferences and partner meetings.

Qualifications:

• Strong instructional design and organizational development skills.
• Proven training experience, particularly in Financial Services cloud applications.
• Excellent oral and written communication skills, with the ability to interface and train all levels of an organization, including executive leadership.
• At least 3 years of full-time experience supporting a training team for software applications.
• Experience with IT implementation projects involving large user bases.
• Proficiency in creating training materials and participating in training analysis and development.
• Ability to multitask effectively and possess excellent time management and organizational skills.
• Experience working in a cloud-based learning environment and digital design is a plus.

Preferred Qualifications

• Experience training or participating in IT implementation projects with hundreds of users.

This is a full-time in office position with competitive salary and benefits package.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit employment discrimination based on race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.
Job Type: Full-time
Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Ability to Commute:

• Scottsdale, AZ 85260 (Required)

Ability to Relocate:

• Scottsdale, AZ 85260: Relocate before starting work (Required)

Work Location: In perso

• Deliver comprehensive learning solutions to internal wealth management partners as part of the onboarding and support teams.
• Collaborate with management and subject matter experts to understand desired business outcomes and translate them into effective training objectives.
• Determine appropriate learning methodologies and development solutions in collaboration with stakeholders.
• Develop detailed project plans and coordinate with subject matter experts as needed.
• Facilitate and deliver engaging training and organizational development programs.
• Maintain an inventory of training programs and tools, scheduling their use according to management priorities.
• Represent the department in various conferences and partner meetings