RIA Specialist/ Advisor Support

Atlas Search; Parsippany-Troy Hills (NJ); On-site; USD 75,000 - 110,000; Full time

Job summary

Atlas Search is seeking a Specialist to manage the full training lifecycle for advisor learning and education in Parsippany, NJ. You will onboard new advisors, conduct ongoing sessions, provide day-to-day support, and translate product updates into actionable training while maintaining a centralized SharePoint-based training hub.

This role partners with SMEs to enhance and formalize training content. Responsibilities include delivering programs aligned with onboarding timelines, hosting live and

Qualifications

• Design, deliver, and maintain trainer-led programs for onboarding and ongoing advisor education.
• Partner with SMEs across the tech stack to formalize and refresh training content.

Responsibilities

• Deliver training programs for new advisors and teams.
• Lead live and virtual training sessions; host office hours.
• Embed client experience standards into onboarding trainings.
• Provide refresher trainings to reinforce adoption and best practices.
• Publish microlearning videos for quick on-demand support.
• Coordinate with vendors to stay current on features and translate updates into training.
• Answer questions as first point of contact and escalate complex issues to SMEs.
• Monitor usage and engagement to identify gaps and schedule targeted training.

Skills

Training delivery

Stakeholder collaboration

SharePoint management

SME coordination

Communication & facilitation

Tools

SharePoint

LMS / e-learning

Video conferencing tools

Job description

Job Description:

Position Overview:

The Specialist will be the firm’s central point of contact for advisor learning and education. This role is responsible for managing the full training lifecycle, which includes:

• Advisor Onboarding – Delivering structured training for new advisors and their teams.
• Periodic Engagement Sessions – Reinforcing adoption and best practices through ongoing, scheduled trainings and interactive sessions.
• Ongoing Support – Serving as the first point of contact for ad hoc questions and providing assistance as needed.
• Updates & Adoption – Coordinating with technology vendors to stay current on best practices and new features, then translating those updates into actionable training for the firm.

The Specialist will partner with subject matter experts (SMEs) across our tech stack to enhance and formalize existing training materials, leadscheduled trainings, answer day-to-day questions, and drive adoption.

Additionally, the Specialist will also own and maintain a centralized SharePoint-based training hub, ensuring all training resources are organized, current, and easily accessible.

Key Responsibilities:

• Deliver training programs for new advisors and teams, aligned with the Advisor Integration Manager’s 10-week acclimation program.
• Lead scheduled training sessions (live and virtual), host office hours, and answer day-to-day questions.
• Reinforce client experience standards during onboarding by embedding communication norms, responsiveness expectations, and other best practices into training sessions.
• Deliver periodic refresher trainings and engagement sessions to reinforce adoption and best practices ensuring advisors remain confident and consistent in using the firm’s technology and delivering exceptional client experiences.
• Host office hours and publish microlearning videos for quick, on-demand support.
• Coordinate with technology vendors to stay current on best practices, new features, and software updates. Translate these updates into actionable training and ensure timely communication and adoption across the firm.
• Provide ad hoc support by answering advisor and team questions as they arise, serving as the first point of contact for training-related inquiries and escalating complex issues to SMEs when necessary.
• Monitor usage and engagement trends to identify gaps and schedule targeted training interventions.
• Collaborate with technology owners to support the rollout of new tools and processes by delivering training and reinforcing adoption through education. Ensure advisors understand changes and how to apply them effectively.

Training Content Management

• Enhance and formalize existing training materials in partnership with SMEs, creating standardized resources such as playbooks, guides, videos, recorded sessions, FAQs, and quick reference sheets.
• Ensure materials reflect best practices and incorporate client experience principles consistently.
• Own and maintain a SharePoint-based learning hub as a central location for training content.
• Ensure resources are well organized, version-controlled, and kept up-to-date.
• Continuously seek feedback from advisors and stakeholders to identify opportunities for improvement.
• Refine training programs to enhance advisor experience, client experience, technology adoption, and overall efficiency.
• Use engagement trends and qualitative feedback to drive updates to content and delivery methods.