Training Manager @ Altruist

About Altruist

Altruist is a fast growing fintech company that’s transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we’re seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

This role is hybrid and is required to come into the office 3 days/week in either our Dallas or Culver City office.

About the position

Altruist is entering an exciting phase, and we’re looking for a Training & Enablement Manager to join our new Customer Group Education team. Our CGE team builds training and development opportunities for employees in our Sales, Clearing Operations, and Customer Service departments. This role will focus mainly on our Customer Service and Clearing Operations teams.

What you’ll do

Training Design & Facilitation

Design and deliver training sessions, reference materials, and learning paths.

Utilize learning methodologies (ADDIE, etc.) to ensure trainings are structured for adult learners.
Create training materials using Adobe, Google Classroom, Apple tools, and more.

Stay abreast of industry trends to ensure our learners have best-in-class tools to do their work.

Administer and implement learning technology as needed.

Process Improvement & Organization

Ensure all processes that affect the CS and Clearing Operations groups are organized and efficient, and identify/implement changes to improve them as needed.
Conduct needs assessments and provide clear, metric-driven guidance on next steps to leadership.
Track key performance indicators and provide insights on how T&E initiatives impacted key business metrics.

Stakeholder Management

Meet with key members of the leadership team and identify business needs.

Design training and enablement programs and processes that drive business results.

Synthesize departmental needs and translate them into balanced business priorities that are executed and communicated on.

What you’ll bring

5+ years of work experience in delivery, designing, and improving training.
Experience with high-level program and stakeholder management.
Degrees or certifications in Training and Learning are preferred.
Prior experience in Google Suite, Slack, and Confluence. (If you have experience with Jira, Zendesk, and/or Salesforce - that’s even better!)
Ability to perform a needs assessment, solve for organizational gaps, and utilize metrics to demonstrate success.
A background or interest in Finance or Technology is appreciated, but not required.

Dallas, TX salary range

$79,000—$107,000 USD

Benefits

Competitive salary and stock options
Premium Healthcare, Dental, and Vision insurance plans
Generous paid parental leave
401(k) savings plan with matching contributions
Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Compensation Overview

6 month growth

1 year growth

2 year growth