HTK, Training Principal (Financial Services)

Location: Remote - United States

Base salary: $100,000–$125,000 per year

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management products and services for financial professionals and their clients across the United States.

What you will do

• Develop training, performance, workforce capability, operational readiness, and knowledge management strategies for HTK Operations.
• Diagnose capability and performance gaps and recommend solutions across people, processes, knowledge, technology, and training.
• Lead readiness for technology and workflow changes, including impact assessments, learning approaches, pilots, rollout support, measurement, and sustainment.
• Design and improve onboarding and workforce readiness programs covering role-based learning, systems training, regulatory education, proficiency assessments, cross-training, and reinforcement.
• Maintain accurate, current, searchable, and user-friendly knowledge content in line with established governance standards.
• Partner with Operations and Quality to address performance trends, errors, audit findings, risks, and improvement actions.

Requirements

• Bachelor's degree in business, education, organizational development, instructional design, financial services, or a related field; equivalent education and experience may be considered.
• 7+ years of relevant experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area.
• 7+ years of Broker-Dealer and/or Registered Investment Adviser experience, including knowledge of brokerage operations such as New Accounts, Cashiering, Trading, Commissions, Licensing, or Operations Controls.
• Experience leading training, performance, operational readiness, change management, and knowledge management initiatives that improve employee performance and business outcomes.
• Strong instructional design, facilitation, adult-learning, consulting, communication, analytical, influencing, and project-management skills.
• Advanced proficiency with Microsoft 365, learning technologies such as Articulate 360, and AI-enabled tools, with responsible technology use and appropriate governance.

Nice to have

• Experience with Docupace, NetX360, Envestnet, HUB, FIS, or comparable financial services platforms.
• Financial services licenses such as Series 7, 63, or 65.

Culture & Benefits

• Full-time remote position based in the United States.
• Work supporting financial professionals and their clients across the United States.
• Equal employment and advancement opportunities are provided in accordance with applicable laws.