VP of Training & Learning & Development Lead - Managed accounts SaaS

SmartX Advisory Solutions

  • West Palm Beach, FL
  • Permanent
  • Full-time
  • 9 days ago
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.

SmartX Advisory Solutions