QUALIFICATIONS:

• 5+ years in training, instructional design, or enablement in the financial services or fintech space
• Deep knowledge of managed accounts, particularly around UMA & SMA workflows and advisor ecosystems
• Experience building L&D programs from the ground up
• Excellent facilitation skills with experience delivering both in-person and virtual training
• Strong project management and cross-functional collaboration skills
• Willingness to travel (+25%) to client sites
• Experience creating e-learning, videos, or LMS content is a plus
• Preferred Experience:
• Familiarity with platforms such as Envestnet, Vestmark, InvestCloud APL, Orion, and Black Diamond as well as TAMP providers
• Background in SaaS/WealthTech or working with RIAs, TAMPs, or broker-dealer channelsKnowledge of adult learning theory, instructional design models (ADDIE, SAM), or tools like Articulate, Camtasia, or WalkMe

ABOUT THE ROLE:

We’re seeking a strategic, hands-on Learning & Development (L&D) Lead to build and own our training function from the ground up. This role is ideal for a self-starter who thrives in a fast-paced, agile environment, and understands the complexity of the managed accounts ecosystem (Advisory platforms and programs such as UMA, SMA and Rep Directed).
You will be responsible for architecting and executing a scalable training program that supports the needs of wealth management firms, advisors, asset managers, and internal teams—delivering engaging, practical education across live, self-guided, and video-based formats.