HTK, Sr. Training Specialist

Location: Remote - United States

Base salary: $80,000–$100,000 per year

Company

Financial services organization providing life insurance, annuities, wealth management, and institutional asset management solutions in partnership with financial professionals across the United States.

What you will do

• Translate operational, technology, regulatory, and workforce needs into training and operational-readiness plans.
• Design, develop, deliver, and maintain blended learning, job aids, communications, assessments, and performance-support resources.
• Facilitate learning activities for employees, leaders, subject matter experts, and business trainers, using feedback and performance data to improve solutions.
• Coordinate learning materials, pilots, rollout activities, reinforcement, and measurement for technology and workflow changes.
• Develop onboarding, role-based learning, systems and regulatory training, proficiency assessments, and cross-training resources.
• Partner with Operations and Quality to analyze performance trends, errors, audit findings, and risks, and recommend improvements.

Requirements

• Bachelor’s degree in business, education, organizational development, instructional design, financial services, or a related field; equivalent education and experience may be considered.
• At least 5 years of relevant experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area.
• At least 5 years of Broker-Dealer and/or Registered Investment Adviser experience, including knowledge of brokerage operations such as new accounts, cashiering, trading, commissions, licensing, controls, advisor support, or supervision.
• Strong instructional design, facilitation, adult-learning, communication, analytical, influencing, and project-management skills.
• Ability to translate complex operational, regulatory, technical, and business requirements into practical learning and performance-support solutions.
• Advanced proficiency with Microsoft 365, Articulate 360, and AI-enabled tools including Microsoft Copilot and Claude.

Nice to have

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

Culture & Benefits

• Full-time remote work within the United States.
• Work supporting financial professionals and their clients across insurance, wealth management, and asset management.
• Equal employment opportunity and advancement opportunities in accordance with applicable law.