Training Manager
Posted on 2/10/2024
Altruist

501-1,000 employees

Integrated platform for independent financial advisors offering account
Company Overview
Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.
Fintech

Company Stage

Series D

Total Funding

$297M

Founded

2018

Headquarters

Culver City, California

Growth & Insights
Headcount

6 month growth

12%

1 year growth

42%

2 year growth

120%
Locations
Dallas, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Confluence
CategoriesNew
QA & Testing
Requirements
  • 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
  • Ability to perform a needs assessment, solve for organizational gaps, and utilize metrics to demonstrate success
Responsibilities
  • 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
  • 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
  • Meet with key members of the leadership team and identify business needs
  • Design training and enablement programs and processes that drive business results
Desired Qualifications
  • Background or interest in Finance or Technology