Training Administrator - Financial Services

| Greater Boston Area

The Training & Development Administrator is a key and critical hands-on role at Vestmark. You will assist in delivering onboarding and refresher training courses to Vestmark clients externally. You will work with the training team to develop, market and deliver a client training certification program. You will also have the ability to deliver ad-hoc demo’s and new release functionality training as needed. 

Responsibilities:

Onboarding Training Delivery and Development – Client Training 30%

  • Participate in client training kickoff call outlining client training needs
  • Provide initial demo’s during discovery process as requested
  • Deliver current training program track to onboard new clients. (Train the Trainer, Operations Track and Manager Track)
  • Develop hands on activities and quizzes related to current training curriculum
  • Provide training support as needed during the UAT process including provide demo’s on specific functionality
  • Provide training support with the rollout of the client training certification program

 Deliver Home Office and Regional Training as needed – Client Training 20%

  • Develop and deliver new training offerings for clients in the home office as well as regional sites
  • Work with Relationship managers and marketing to promote training events

 Develop and Produce Short Client Training Videos – 20%

  • Develop short client videos outlining different pieces of the Vestmark software
  • Research and create the script for the videos
  • Deliver content in a timely manner

 Client Audits – 20%

  • Learn how client uses the product and document an operational playbook based on how client uses the product
  • Document operational processes and work with project team to identify client opportunities for improvement
  • Develop and deliver additional training as needed based on audit findings

 Upgrade Training 10%

  • Work with internal teams to deliver upgrade training via webex or on-site Vestmark's clients
  • Test and verify that you can train on client desired functionality
  • Create agendas and supplemental materials based on client needs

 Required Experience and Skills:

  • 5+ years progressive experience in financial services technology
  • Experience with creating certification programs preferred
  • Excellent presentation skills with proven record of delivering client training
  • Experience with an Learning Management System (LMS) is preferred
  • Experience with Adobe Presenter and Adobe Captivate helpful
  • Demonstrated ability to communicate complex financial and technical information to both small and large groups in a clear and concise manner
  • Business acumen with a proactive and creative approach to looking after the needs and concerns of Vestmark employees
  • Self-motivated, able to plan, prioritize and work with a complex schedule of events and activities
  • Excellent team player
  • Experience in professional services or technical consulting with enterprise software
  • Aptitude for comprehending enterprise software architecture
  • Ability to travel up to 30% 

Education:

  • BA/BS degree
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Location

Our company is located in Wakefield about 20 minutes north of Boston. We are conveniently located right off of 95 making it easy to get to the office.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.

Haley

Sayre

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Lough

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

Lunny

How has your career grown since starting at the company?

What makes Vestmark a compelling career choice for me is working for a company that has a product that is constantly pushing the bounds of innovation in the fintech space. Working alongside like-minded people to increase Vestmark’s footprint and influence is truly rewarding.

Kevin Barrett

Senior Sales Engineer

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
As a growing company Vestmark is proud of our efforts that contribute in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Friends outside of work
Eat lunch together
Intracompany committees
Vestmark has a fun committee that are re-elected annually and manage monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,650 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Our dental plan covers $1500 of expenses.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $130 for glasses and contact lenses.
Health Insurance Benefits
Vestmark contributes 80% towards the cost of employees insurance plan.
Life Insurance
Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match charitable contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote Work Program
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company sponsored family events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service.
Paid Holidays
Paid Sick Days
Employees receive 10 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts bi-annual company events including a family summer event.
Game Room
Our game room includes Ping Pong, Foosball, Video Games.
Stocked Kitchen
Happy Hours
Happy hours are hosted Once per month.
Parking
We offer employees Free on-site garage parking.
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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