Training Administrator - Financial Services

| Greater Boston Area
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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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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ASP.NETFrameworks
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    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
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    • SalesforceCRM

Location

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

The Vestmark Fun Committee has hosted various virtual games, ping-pong/pool tournaments and baseball game outings that I’ve participated in and truly enjoyed. It boosts company morale and gives me the opportunity to get to know the fun and silly side of my coworkers from my own team as well as those from other departments.

Joan

Manager, VAS Trading

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Principal Trainer

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

Senior Director, Engineering

How do you collaborate with other teams in the company?

We have learned to meet over Zoom as well as utilizing channels and direct messages in Slack. Today, as a hybrid office, we have more tools at our disposal to collaborate cross functionally. A great example would be with Slack channels having organized conversation, including files, graphics, and links makes for information readily available.

Thomas

Staff Project Manager

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
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Flexible work schedule
Vestmark provides employees with remote and hybrid options depending upon job responsibilities.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability insurance
Dental insurance
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision insurance
Health insurance
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
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
Charitable contribution matching
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
Childcare 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.
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 employee/family oriented events including outdoor events and virtual game nights.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Vestmark hosts company events throughout the year.
Free snacks and drinks
Some meals provided
Meals provided for special occasions and company sponsored events.
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Onsite gym
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.
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
Paid industry certifications

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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