About The Role
We’re seeking a strategic, hands-on Learning & Development (L&D) Lead to build and own our training function from the ground up. This role is ideal for a self-starter who thrives in a fast-paced, agile environment, and understands the complexity of the managed accounts ecosystem (Advisory platforms and programs such as UMA, SMA and Rep Directed).
You will be responsible for architecting and executing a scalable training program that supports the needs of wealth management firms, advisors, asset managers, and internal teams—delivering engaging, practical education across live, self-guided, and video-based formats.
Key Responsibilities
Build the L&D Function
- Design a scalable learning & development framework from scratch
- Create onboarding, upskilling, and ongoing education programs for diverse learner personas (e.g., advisors, asset managers, internal staff)
- Develop and maintain training KPIs to measure impact and engagement
Content Creation & Delivery
- Produce high-quality, interactive training content (presentations, user guides, LMS modules, videos)
- Deliver live and recorded training, including webinars, bootcamps, and certification programs
- Design role-based and scenario-based learning use cases for real-world application
- Author quizzes, knowledge checks, and reinforce learning outcomes
Training Operations
- Maintain version control and update content based on product/UI changes
- Develop a train-the-trainer program to empower internal teams (Support, Client Success, Relationship Management)
- Host 1:1 or group onboarding sessions for new clients and beta participants
- Tailor delivery approach based on user type (e.g., tech-savvy wealth & assets managers as well as advisor groups)
- Partner with product and client-facing teams to communicate and educate on new features
- Own the training content calendar and coordinate with marketing, product, and support
Qualifications
- 5+ years in training, instructional design, or enablement in the financial services or fintech space
- Deep knowledge of managed accounts, particularly around UMA & SMA workflows and advisor ecosystems
- Experience building L&D programs from the ground up
- Excellent facilitation skills with experience delivering both in-person and virtual training
- Strong project management and cross-functional collaboration skills
- Willingness to travel (+25%) to client sites
- Experience creating e-learning, videos, or LMS content is a plus
- Preferred Experience:
- Familiarity with platforms such as Envestnet, Vestmark, InvestCloud APL, Orion, and Black Diamond as well as TAMP providers
- Background in SaaS/WealthTech or working with RIAs, TAMPs, or broker-dealer channels
- Knowledge of adult learning theory, instructional design models (ADDIE, SAM), or tools like Articulate, Camtasia, or WalkMe
Ideally, It Will Be
- Agile and flexible in a high-growth, constantly evolving environment
- Highly organized with attention to detail and a bias toward execution
- Comfortable with ambiguity and able to build structure where none exists
Founded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If you’re excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.