Trainer Senior, Client Learning (Fintech)

Location: US WI MKE 4900, United States of America. Other listed locations: US GA ATL 201 STE 900 and US FL JAX 347.

Company

hirify.global creates financial technology for the finance industry, supporting trust, custody, investment management, and other financial-services operations.

What you will do

• Design, develop, and deliver task- and job-based learning programs for trust, custody, and investment management services.
• Assess learning needs and select instructional strategies based on learner skill levels, business processes, job responsibilities, and client objectives.
• Create, customize, and maintain presentations, training guides, job aids, tutorials, and other learning resources with subject matter experts.
• Deliver standard, customized, train-the-trainer, classroom, virtual, and digital learning programs for clients and internal teams.
• Evaluate training effectiveness through learner feedback and outcomes, and continuously improve learning programs.
• Manage assigned training initiatives from planning through delivery while coordinating with clients and internal teams.

Requirements

• Experience with wealth management, trust administration, custody, and/or investment management operations within a financial institution or financial-services environment.
• Experience designing and delivering instructor-led and virtual training, with strong presentation, facilitation, and classroom-management skills.
• Experience conducting training needs assessments and applying adult-learning principles to develop instructional strategies and learning materials.
• Experience creating and maintaining presentations, course materials, training guides, job aids, or other learning resources using standard workplace technology.
• Strong client-service, communication, relationship-building, project-management, and problem-solving skills.
• Ability to collaborate with subject matter experts and work independently.

Nice to have

• Experience supporting back-office wealth management processes and training on financial-services products, applications, or operational workflows.
• Familiarity with instructional design methodologies, multimedia development tools, and digital learning approaches.
• Experience customizing course content, supporting train-the-trainer programs, and using learner feedback or evaluation results to improve training.

Culture & Benefits

• Opportunities to make an impact in fintech.
• Internal career growth opportunities.
• Personal and professional learning resources.
• Inclusive and diverse work environment.
• Resources to support community involvement.