Full-Time

Senior Training Specialist

Retirement & Private Wealth

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Compensation Overview

$80k - $90kAnnually

Mid, Senior

Boston, MA, USA + 21 more

More locations: Fairfield, CT, USA | Seattle, WA, USA | Houston, TX, USA | Nashville, TN, USA | Manchester, NH, USA | San Francisco, CA, USA | Austin, TX, USA | North Bethesda, MD, USA | Miami, FL, USA | Dallas, TX, USA | Chicago, IL, USA | Arlington, VA, USA | Kansas City, MO, USA | Riverside, CA, USA | Columbus, OH, USA | New York, NY, USA | Denver, CO, USA | Portland, OR, USA | Atlanta, GA, USA | San Diego, CA, USA | St Paul, MN, USA

Required travel up to 50%.

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Requirements
  • Proficient in Microsoft Dynamics; Microsoft Dynamics certification is a plus
  • Strong oral and written communication skills including the ability to leverage tools to build engaging communications and training materials
  • Ability to present ideas in business-friendly and user-friendly language
  • Excellent large and small group facilitation skills
  • Ability to effectively prioritize and execute tasks in a fast-paced environment
  • Experience working in a team-oriented, collaborative environment
  • Highly self-motivated and directed
  • Bachelor's degree (4-year degree)
  • 2-5 years of relevant experience
  • Up to 50% travel required
Responsibilities
  • Develop and implement a training program, including supporting materials, for a broad user group, servicing multiple disciplines within the wealth management and retirement verticals
  • Facilitate training and provide mentorship during a phased rollout plan to various office locations
  • Drive user adoption and engagement of the CRM platform through effective communication, training programs and change management initiatives
  • Providing troubleshooting assistance and guidance for the end user
  • Act as a change champion and support enhancements/initiatives to educate business users on impending changes in their work

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisitions like Insuritas expand HUB's reach in embedded insurance solutions.
  • Growing demand for digital insurance platforms aligns with HUB's strategic direction.
  • Expansion into construction markets opens new revenue streams for HUB.

What critics are saying

  • Integration of acquisitions like Hadfield Agency may disrupt existing workflows.
  • Rising insurance premiums could lead to customer dissatisfaction and loss.
  • Rapid market expansion may strain HUB's resources and service standards.

What makes HUB unique

  • Hub International's acquisition strategy strengthens its market position and service offerings.
  • VIU by HUB's digital platform enhances customer experience in financial institutions.
  • HUB's focus on high net worth clients offers tailored risk management solutions.

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