Director of Training

🕒 Setembro 30

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $142.000 - $179.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

👻 Score fantasma 0%

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eMoney Advisor

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2000

💸 Finanças

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

A eMoney Advisor é uma empresa de software de planejamento financeiro. A eMoney oferece ferramentas de planejamento baseadas em nuvem e um portal de clientes para consultores financeiros, incluindo recursos como análise de Monte Carlo, agregação de contas, centro de decisões, resumos de planos e integrações de API/agregação. Seus produtos (Plus, Pro, Premier, Enterprise) apoiam o planejamento baseado em metas e em fluxo de caixa, engajamento do cliente e implantações em larga escala para bancos, corretoras e RIAs. A eMoney se concentra em melhorar a eficiência dos consultores, a satisfação dos clientes e a escalabilidade dos serviços de planejamento.

Descrição

• Lead a high-performing learning organization that delivers exceptional learning experiences, drives product adoption, and client satisfaction • Develop and execute the learning strategy, including scalable onboarding, enablement, certification, and training programs • Continuously enhance curriculum, delivery methods, learner performance, and business outcomes • Optimize the client learning journey, streamline processes, and implement scalable tools, technologies, and cross-functional solutions • Oversee the Learning Management System and leverage technology-driven solutions and instructional design principles • Establish curriculum governance and instructional standards aligned with adult learning principles, product strategy, client needs, and organizational objectives • Establish and monitor KPIs, productivity measures, goals, and learning effectiveness metrics • Use client, learner, and employee feedback to improve learning content, communications, and programs • Serve as the senior escalation point for complex client learning and training issues • Lead the Learning Community of Practice and related initiatives • Maintain expertise in eMoney products, systems, processes, and policies • Partner with senior leadership and cross-functional stakeholders on learning performance, client trends, program effectiveness, risks, opportunities, and business insights • Coach and develop team leaders and learning professionals through performance management, career development, succession planning, and structured development programs • Perform other duties as assigned

🎯 Requisitos

• Bachelor’s degree in Education, Instructional Design, Adult Learning, Organizational Development, or a related field; or an equivalent combination of education and relevant professional experience • 5+ years of people leadership experience, including demonstrated experience leading managers, team leaders, or multidisciplinary learning teams • 10+ years of progressive training, Learning & Development, and/or customer education experience • Strong understanding of financial terms and concepts • Demonstrated knowledge of instructional design methodologies, adult learning principles, curriculum development, and learning effectiveness practices • Working knowledge of financial advisory services is a plus • Ability to travel up to 15% • Extensive experience designing, scaling, and leading learning, coaching, and enablement programs within a SaaS environment • Strong understanding of client success, professional services, and learning best practices • Experience leading teams that deliver learning services directly to clients • Exceptional leadership, coaching, and relationship-building skills • Strong knowledge of learning and development trends • Ability to thrive in a fast-paced environment, adapt to changing priorities, exercise sound judgment, and drive timely decision-making • Ability to balance urgency, quality, client needs, and organizational priorities • Highly organized, detail-oriented self-starter able to manage multiple priorities and initiatives simultaneously • Outstanding verbal, written, and interpersonal skills • Strong leadership and change management skills • Strong client advocacy mindset and deep understanding of customer service principles, client engagement, and success best practices

🏖️ Benefícios

• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off