Training & Development Associate (Fintech)

TL;DR

Training & Development Associate (Fintech): Designing and delivering comprehensive training curricula for financial advisors and planners with an accent on financial planning pillars and adult learning methodologies. Focus on creating engaging educational content, facilitating training sessions, and collaborating with subject matter experts to drive professional growth across the firm.

Location: Must be based in Dallas, TX, United States

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Lead end-to-end development and delivery of training curricula for financial planners and advisors.
• Design engaging training experiences using case studies, simulations, and interactive discussions.
• Create and curate high-quality training materials, job aids, and reference guides.
• Provide technical guidance and support to associates to foster a knowledgeable workforce.
• Partner with content specialists and project managers to achieve departmental objectives.
• Ensure adherence to firm policies regarding quality assurance, compliance, and information security.

Requirements

• Bachelor’s degree from an accredited institution.
• Must be based in Dallas, TX.
• Strong analytical, research, and creative thinking skills.
• Exceptional written and verbal communication skills.
• Proven ability to manage projects and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice to have

• 3-5 years of experience in the financial services industry.
• CFP or CFA certification.
• Prior experience in training or teaching adult learners.
• Familiarity with Articulate and SharePoint software.
• Knowledge of the Ayco business model.

Culture & Benefits

• Commitment to diversity, inclusion, and professional growth.
• Access to firm-wide networks and mindfulness programs.
• Comprehensive wellness and personal finance offerings.
• Collaborative team environment focused on continuous learning.