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 demos 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 the 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 the current training curriculum
- Provide training support as needed during the UAT process including providing 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 the client uses the product and document an operational playbook based on how the client uses the product
- Document operational processes and work with the project team to identify client opportunities for improvement
- Develop and deliver additional training as needed based on audit findings
Update Training Materials 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 of progressive experience in financial services technology
- Experience with creating certification programs preferred
- Excellent presentation skills with a proven record of delivering client training
- Experience with a 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
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.