About the Role:

We’re seeking a strategic, hands-on Learning & Development (L&D) Lead to build and own our training function from the ground up. This role is ideal for a self-starter who thrives in a fast-paced, agile environment, and understands the complexity of the managed accounts ecosystem (Advisory platforms and programs such as UMA, SMA and Rep Directed).

You will be responsible for architecting and executing a scalable training program that supports the needs of wealth management firms, advisors, asset managers, and internal teams—delivering engaging, practical education across live, self-guided, and video-based formats.

Key Responsibilities:

Build the L&D Function

• Design a scalable learning & development framework from scratch
• Create onboarding, upskilling, and ongoing education programs for diverse learner personas (e.g., advisors, asset managers, internal staff)
• Develop and maintain training KPIs to measure impact and engagement
   

Content Creation & Delivery

• Produce high-quality, interactive training content (presentations, user guides, LMS modules, videos)
• Deliver live and recorded training, including webinars, bootcamps, and certification programs
• Design role-based and scenario-based learning use cases for real-world application
• Author quizzes, knowledge checks, and reinforce learning outcomes

Training Operations

• Maintain version control and update content based on product/UI changes
• Develop a train-the-trainer program to empower internal teams (Support, Client Success, Relationship Management)
• Host 1:1 or group onboarding sessions for new clients and beta participants
• Tailor delivery approach based on user type (e.g., tech-savvy wealth & assets managers as well as advisor groups)
• Partner with product and client-facing teams to communicate and educate on new features
• Own the training content calendar and coordinate with marketing, product, and support
   

Qualifications:

• 5+ years in training, instructional design, or enablement in the financial services or fintech space
• Deep knowledge of managed accounts, particularly around UMA & SMA workflows and advisor ecosystems
• Experience building L&D programs from the ground up
• Excellent facilitation skills with experience delivering both in-person and virtual training
• Strong project management and cross-functional collaboration skills
• Willingness to travel (+25%) to client sites 
• Experience creating e-learning, videos, or LMS content is a plus
• Preferred Experience:
• Familiarity with platforms such as Envestnet, Vestmark, InvestCloud APL, Orion, and Black Diamond as well as TAMP providers
• Background in SaaS/WealthTech or working with RIAs, TAMPs, or broker-dealer channels
• Knowledge of adult learning theory, instructional design models (ADDIE, SAM), or tools like Articulate, Camtasia, or WalkMe
   

Ideally, it will be:

• Agile and flexible in a high-growth, constantly evolving environment
• Highly organized with attention to detail and a bias toward execution
• Comfortable with ambiguity and able to build structure where none exists

Founded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If you’re excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.