Transfer Agency Training Architect (Onboarding & E‑Learning)

Ultimus Fund Solutions; United States; Remote; USD 70,000 - 95,000; Full time

Job summary

The Transfer Agency Trainer at Ultimus Fund Solutions leads the design, development, and delivery of formal training programs for the Transfer Agency. You will partner with stakeholders across departments to map training roadmaps and work with clients using the Transfer Agency systems.

Responsibilities include creating e-learning content, updating materials, onboarding new associates, and continually improving training effectiveness. Strong communication and program management are essential.

Qualifications

• Associate’s degree in communication, finance, or similar field.
• 3–5+ years of experience with mutual funds with training experience.
• Experience designing and delivering training materials and programs.

Responsibilities

• Designs, develops, updates, and delivers training materials and presentations.
• Evaluates training effectiveness through surveys and performance metrics.
• Facilitates new employee and department-specific training programs.

Skills

Training design

Virtual training

Client service

Stakeholder collaboration

Presentation skills

Multitasking

Education

Associate’s degree in communication/finance

Tools

Online learning resources

Microsoft Office

Adobe Acrobat

Job description

The Transfer Agency Trainer at Ultimus Fund Solutions leads the design, development, and delivery of formal training programs for the Transfer Agency. You will partner with stakeholders across departments to map training roadmaps and work with clients using the Transfer Agency systems.

Responsibilities include creating e-learning content, updating materials, onboarding new associates, and continually improving training effectiveness. Strong communication and program management are essential.