Training Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

👻 Ghost score 0%

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• Design structured onboarding curricula and ongoing education programs for new and existing clients across different roles • Create live webinars, on-demand videos, step-by-step guides, job aids, and interactive walkthroughs reflecting platform updates and best practices • Administer the client learning management/training platform, including course structure, certifications, and completion reporting • Facilitate onboarding sessions, feature-adoption webinars, and client office hours • Gather feedback from clients, Client Success Managers, and Support to identify training gaps and refine content • Partner with Marketing and Product Management to launch new features with ready-to-use training content • Track completion rates and client satisfaction scores, correlate engagement with adoption and retention, and report effectiveness to leadership

🎯 Requirements

• 5+ years of experience in training, learning & development, client education, or a related client-enablement function — ideally in a SaaS, fintech, or wealthtech environment • Proven experience designing training programs for external clients, not just internal employees • Strong instructional design skills: ability to translate complex product workflows into clear, digestible training content • Hands-on experience with an LMS or client education platform (e.g., Docebo or similar) • Comfortable with public speaking and facilitating live sessions for groups ranging from a handful of users to large webinar audiences • Strong project management skills — able to juggle multiple training initiatives and product releases simultaneously • Comfortable working in a fast-paced, agile environment where priorities and product features evolve quickly • Data-informed mindset: comfortable using completion rates, NPS/CSAT, and support ticket trends to prioritize training investments • Excellent written and verbal communication skills • Experience in financial services, wealth management, or working with broker-dealers/RIAs • Familiarity with compliance-driven industries where documented training/certification matters • Video editing or e-learning authoring tool experience (e.g., Articulate or similar) • Experience building train-the-trainer programs from the ground up for Client Success or Support teams