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.

SMArtX Advisory Solutions jobs

VP of Training & Learning & Development Lead - Managed accounts SaaS