Director, Learning

🕒 September 18

🇺🇸 United States – Remote

💵 $130k - $145k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

☁️ SaaS

💰 $16.4M Series B - Practifi on 2020-01

Consulting • Insurance • SaaS

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Lead the Learning team • Own Learning strategy from internal onboarding through client certification • Lead a team consisting of a learning experience designer, technical writer, training consultants, and learning operations • Own release planning as a peer to Product and Marketing • Manage the content cycle following each release across the knowledge base, portals, and vignette library • Own client-specific learning environments alongside PractifiU, from build through retirement • Manage the Learning budget • Report on learning engagement and its impact on product adoption • Participate in cross-functional partnership with Product, Engineering, Client Success, and Client Support • Report to the COO

🎯 Requirements

• 5+ years in learning, enablement, or technical training • 3+ years leading a team • Experience running a documentation and LMS estate at some scale • Experience partnering with Product or Engineering on release-driven content • Ability to check product behavior directly, including opening an org and reading a permission set before documenting it • B2B SaaS experience is especially helpful • Salesforce vocabulary is advantageous • Financial services or wealthtech experience is a bonus • Ability to quickly learn specialist language • Experience using AI tools to build content is relevant

🏖️ Benefits

• 20 days annual leave, 10 sick days, 3 personal days, and 3 volunteering days, all from day one • A learning stipend called Learnbucks • Two company summits a year in Chicago