Software Training Specialist

About Us:

The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multi-family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona.

About the Position:

The Training Specialist at Amplify Technology is responsible for the complete lifecycle of client training. Through strategic guidance and partnership, the Training Specialist ensures clients derive maximum value from our platform, leading to overall success in their wealth management endeavors, retention, and growth. Few roles provide such a direct impact on the growth of the company. This role works closely with Leadership, cross-functional Research and Design, and Services teams to effect change management and drive standard methodologies and utilization of our platform. You will be the clients’ internal advocate, helping ensure an excellent learning experience, and capturing feedback on ways that Amplify Technology can build the next generation of client-centric training solutions. This role offers the candidate the opportunity to make a significant impact on our clients and our company. Their work will directly contribute to our mission of providing top-notch wealth management technology to advisors.

Responsibilities:

• You will deliver learning solutions to internal wealth management partners as part of the onboarding and support teams.

• Work with management and/or subject matter experts to understand desired business outcomes and translate them into learning and organization development objectives.

• Work with stakeholders to determine appropriate learning methodologies and organization development solutions.

• Develop project plans including the identification of subject matter experts where appropriate.

• Facilitate/deliver learning and organization development programs.

• Maintain an inventory of training and organization development programs/tools and schedule their use according to management priorities.

• Represent the department in various conferences and partner meetings.

Qualifications:

• You thrive in a fast-paced, collaborative agile environment.

• Excellent oral and written communication skills, and the ability to interface and train all levels of an organization, including executive leadership.

• Strong instructional design and/or organization development skills

• Training experience in Financial Services cloud applications preferred.

• A demonstrated proactive and persistent approach to work while driving open items to completion consistently and independently.

• At least 3 years of full time experience within supporting a training team for one or more software applications.

• Experience training or participating in one or more IT implementation project having hundreds of users.

• Application and computer based training experience.

• Experience creating training materials and participating in training analysis and training development Preferred.

• Data Architecture experience.

• Experience working in a cloud based learning environment.

• Digital design experience.

• Ability to multitask effectively and possess excellent time management and organizational skills.

This is a full-time in office position with competitive salary and benefits package.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit employment discrimination based on race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Ability to Relocate:

• Scottsdale, AZ: Relocate before starting work (Required)

Work Location: In person