Product Enablement Trainer (Fintech)

TL;DR

Product Enablement Trainer (Fintech): Designing and delivering training programs for clients, partners, and internal teams to maximize platform adoption with an accent on instructional delivery, strategic program coordination, and cross-functional collaboration. Focus on scaling customer education initiatives, creating scalable learning resources, and integrating AI-powered financial technology solutions.

Location: Fully remote within the United States

Salary: $68,000 – $106,000 + bonus and equity

Company

A fast-growing financial technology company providing AI-powered wealth and investment management solutions.

What you will do

• Deliver instructor-led training, webinars, and educational programs for diverse audiences in virtual and in-person settings.
• Develop and enhance product training materials and learning resources for various technical levels.
• Scale customer education initiatives to drive platform adoption and improve the learner experience.
• Collaborate with Sales, Marketing, Product, and Services teams to align educational content with business objectives.
• Incorporate product updates, learner feedback, and industry trends into course materials.
• Coordinate operational and logistical aspects of training delivery to ensure high-quality execution.

Requirements

• Must be based in the United States.
• 1+ years of experience using portfolio management/fintech platforms, or 2+ years in software education/professional services within SaaS or financial services.
• Strong understanding of the wealth management or investment management industry.
• Excellent presentation, facilitation, and communication skills.
• Strong organizational and project management skills to handle multiple initiatives.
• Willingness and ability to travel as needed for training delivery and collaboration.

Culture & Benefits

• Fully remote work opportunity within the US.
• Competitive base salary with bonus opportunities and equity.
• Comprehensive benefits package supporting well-being and financial health.
• Exposure to cutting-edge AI-powered financial technology solutions.
• Career growth and professional development in a rapidly scaling organization.
• Collaborative and inclusive culture that values ownership and continuous learning.