Location: Raleigh, NC
of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we'd love to hear from you. Who Is Advisor Engine: We believe that the future of financial advice is personal, scientific and beautiful - these three ideals drive everything that we do.
Advisor Engine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart
automation. Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we'd love to hear from you.
About this Role: Are you an experienced Trainer familiar with a wide variety of training methods and comfortable with conducting engaging training workshops, seminars and on training in virtual and face to face environments? As a Training Consultant, you will show, teach and coach our clients and internal employees. Training strategies will be built in collaboration with leadership, product managers, sales, various business channels
and our clients. You will deliver standardized and custom training that reflects Advisor Engine's organizational goals.
You may assist in the development of training programs aimed at elevating employee performance and improving the experience of our clients. A Training Consultant is passionate about equipping Advisor Engine clients with the tools and training necessary for successful adoption of AE Wealth Platform and CRM tools. You are also focused and driven to ensure Advisor Engine team members receive the proper onboarding and skills training to create an exciting career path. You embody our Core Values: Camaraderie, Clarity, Curiosity, Creativity, Crushing It and Celebration!
You will be a part of a winning culture and fun atmosphere that supports creativity and growth. Responsibilities: You understand that ongoing learning opportunities within any corporate culture help business thrive and employees succeed. You are supportive, communicative and attentive. Work within a diverse workforce to drive our values that include Camaraderie, Clarity, Curiosity, Creativity, Crushing It and Celebration! Lead, develop and motivate our employees throughout the organization to foster an environment of learning and development. Manage the internal delivery of programs and support materials, ensuring that training programs address business objectives and employee needs for both new hire and ongoing performance enhancement training.
backss and advise management on the effectiveness of programs and practices. Participate in cross-departmental programs to identify training needs and ensure the effective implementation, communication and maintenance of programs. Update/maintain training manuals and other supporting documentation. Create and deliver custom training plans to clients, both on-site and virtually/remotely. Gain an understanding of clients' current business processes.
Develop and define processes to maximize the benefits of the system. Deliver public product information sessions. Maintain strong organization and presentation skills (ability to conduct presentations to all levels of personnel, including senior leadership). Document and report bugs or other platform issues. Work closely with other members of the client service team to deliver optimal customer experience. Participate and assist with other tasks as needed, such as sales demos, software testing, etc. Other job-related duties as assigned. Required Skills & Experience: An Advisor Engine Training Consultant is both Trainer and Consultant who will be responsible for having a deep understanding of the Advisor Engine product suite.
This individual is highly organized, self-motivated and deliberate in their actions. They manage the discovery, design and delivery of training sessions virtually and face to face. Additionally, this individual should engage with firms to understand their business needs, share best practices and develop and deliver customized training plans for those firms who are engaging in our consulting service. Success in the role is defined by contracted clients reaching full adoption, minimal requests for basic support and strong satisfaction ratings.
Key Skills and Requirements: Have excellent interpersonal, presentation, facilitation, verbal and written communication skills. Expert ability to create presentations/programs and training materials. Ability and desire to travel up to 50% of the time. Ability to train both on-site and in an online environment. Ability to immediately build and subsequently maintain rapport and gain credibility with any audience, individual and/or skill level. Ability to quickly learn and clearly communicate new and complex ideas, relay those concepts to others and then implement them appropriately.
Ability to work independently to achieve a desired outcome. Proficient in Microsoft Outlook, Word, and Excel; experience with G Suite is helpful. Ability to synthesize ideas and concepts into cohesive stories. Must be flexible, self-directed and detail oriented. Ability to thrive in a fast-paced, sometimes stressful and constantly evolving environment. Candidate must be able to successfully pass client background and credit checks. Qualifications: Bachelor's degree required, with 3-5 years' experience in training and development.
Equivalent combination of experience and education will be considered. Must possess a technical and working knowledge of Microsoft Office with the ability to learn new software. Must be legally authorized to work in the United States. Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $65,000 - $80,000 What makes us unique? In addition to the dynamic and professional environment, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center Onsite cafeteria Only applicable at certain locations We believe that being a good corporate citizen is good business.
To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. We are an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, interaction, interactionual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process. Franklin Templeton is committed to fostering a diverse and inclusive environment.
If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to xyz X@. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response. For more details: jobs-search. org/finance_raleigh-c442069/ae-sr-training-consultant-raleigh_i1970541408
Consulting jobs refer to positions where individuals, known as consultants, provide expert advice and strategic solutions to organizations across various industries. Typically, these roles are characterized by project-based work, analytical problem-solving, and collaboration with client teams. Consultants often specialize in areas such as management, technology, finance, or human resources, aiming to enhance a company's performance, efficiency, and profitability. Distinctive features of consulting jobs include frequent travel, high-paced environments, and the potential for rapid career advancement for high-performers.
Consulting jobs refer to positions where individuals, known as consultants, provide expert advice and strategic solutions to organizations across various industries. Typically, these roles are characterized by project-based work, analytical problem-solving, and collaboration with client teams. Consultants often specialize in areas such as management, technology, finance, or human resources, aiming to enhance a company's performance, efficiency, and profitability. Distinctive features of consulting jobs include frequent travel, high-paced environments, and the potential for rapid career advancement for high-performers.
Consulting jobs refer to positions where individuals provide expert advice to organizations or individuals in a specific field. These roles are characterized by problem-solving, strategic thinking, and a focus on optimizing business processes or improving organizational performance. Consultants often work for consulting firms or as independent contractors and engage in project-based work, which may involve travel and working with diverse clients. The nature of consulting provides exposure to varied industries and requires strong analytical and interpersonal skills.
Consulting jobs refer to positions where individuals, known as consultants, provide expert advice and strategic solutions to organizations across various industries. Typically, these roles are characterized by project-based work, analytical problem-solving, and collaboration with client teams. Consultants often specialize in areas such as management, technology, finance, or human resources, aiming to enhance a company's performance, efficiency, and profitability. Distinctive features of consulting jobs include frequent travel, high-paced environments, and the potential for rapid career advancement for high-performers.
