Segmento: Não Informado
Atividades:
- Design, develop, and deliver engaging training content for diverse audiences — from financial advisors and their assistants to home office strategists, operations teams, and internal staff. This is a foundational hire for our enablement organization.
- Create curricula and core learning assets that trainers, account executives, and client success managers will leverage at scale.
Responsibilities
- Curriculum Development: Design structured learning paths (101 onboarding, 201 role-based, 301 advanced, and certifications) tailored to advisors, operations staff, and HQ users.
- Translate complex wealth-tech workflows into digestible, engaging training modules.
- Build multi-modal content: e-learning modules, videos, job aids, guides, playbooks, and interactive demos.
- Maintain a consistent brand and learning style across all materials.
- Create onboarding journeys that shorten time to adoption for new clients.
- Develop certification programs (e.g., Advisor Certification, Operations Specialist Certification).
- Support adoption campaigns for new products or features with training collateral.
- Partner with internal subject matter experts (product managers, solution consultants, client success executives) to gather knowledge and validate accuracy.
- Work closely with trainers (as they are hired) to refine content based on classroom or webinar feedback.
- Coordinate with product and marketing teams to ensure training aligns with releases and client messaging.
- Monitor adoption and training metrics to evaluate effectiveness of content.
- Update training material in sync with product releases.
- Incorporate feedback from advisors, HQ clients, and internal teams.
Qualifications
- 5+ years in instructional design or learning development in a B2B software or services context.
- Mastery of adult learning theory, instructional design models (ADDIE, SAM, etc.), and curriculum development.
- Experience designing content for multiple formats: e-learning, video, live instructor-led, self-paced guides.
- Proficiency with authoring tools (Articulate, Captivate, Camtasia, Adobe Creative Suite, or similar) and LMS platforms.
- Strong ability to translate technical/complex workflows into clear, engaging, and actionable training.
- Excellent collaboration and communication skills.
- Experience designing training for financial services, wealth management, or other regulated industries.
- Familiarity with CRM, OMS, portfolio management, or fintech platforms.
- Experience building certification programs.
Measurable results
- Reduction in support tickets tied to “how-to” questions.
- Measurable lift in advisor adoption of key platform modules after training campaigns.
- Training content updated in sync with every major product release.
- Positive feedback scores from advisors, HQ clients, and internal staff.
Dias da Semana: Não Informado
Horário / Período: Não Informado
Os interessados devem se candidatar através do portal Caderno Nacional