Training Specialist Position Available In St. Johns, Florida

Training Specialist MAI Wealth Management, Inc. 820 A1a N, Ponte Vedra Beach, FL 32082 GENERAL

JOB DESCRIPTION

The Training Specialist is responsible for designing content and organizing, administering, and tracking a variety of training programs. In this role, the Training Specialist partners with the Planning and Guidance team and members of the Training & Development (T&D) team to perform training needs assessments and to develop training programs and content to enhance the skills and competencies of our client facing teams.

MAJOR DUTIES AND RESPONSIBILITIES

Program Development:

Work closely with the Planning and Guidance team to develop structured learning experiences, instructional materials, job aids, manuals, and other learning tools. Design, develop, and modify new and existing courses and programs. Partner with internal subject matter experts and other external training instructors as needed. May assist with design and development of curriculum using appropriate learning methodology including e-learning.

Program Implementation:

Collaborate with the Planning and Guidance team to deploy training programs in coordination with leadership. Identify, schedule, and prepare subject matter authorities or other identified resources to develop, evaluate, and deliver learning solutions within budget. Create forecasts and estimates of project costs with direction. Schedule and organize training sessions, workshops, seminars, and e-learning modules. Monitor the functional training schedules for newly hired or cross-training initiatives. Build and maintain the Advisor training calendar.

Resource Management:

Act as a liaison with external trainers, consultants, and training providers, as necessary. Prepare and distribute training materials, such as manuals, guides, and e-learning content.

Tracking and Evaluation:

Monitor the effectiveness of training programs through feedback surveys and performance assessments. Analyze training data to identify trends, gaps, and areas for improvement Prepare detailed reports on training outcomes and metrics for management review. Use the Learning Management System (LMS) to maintain training records and monitor results to ensure training completion. Stay abreast of new trends and tools in Training and Development.

EXPERIENCE/CREDENTIALS

Bachelor’s degree in Instructional Design, Adult learning theory and practices, or a related field. Minimum 3-5 years of experience in training and development or a similar role, preferably within a corporate environment. Experience with instructional needs assessment, design, evaluation, and coordinating training program rollouts. Proficiency in LMS and LCMS tools, Microsoft Office suite, and other presentation tools. Experience in an RIA/Investment Management Firm or other type of Financial Services firm is a plus. Position may involve travel.

COMPETENCIES

Thrives in a fast-paced and dynamic team-based, collaborative environment; works well with others. Excellent scheduling and planning skills to coordinate training sessions seamlessly (both in person and virtual). Knowledge of learning management systems (LMS) and e-learning platforms. Strong organizational, project management, and time management skills. Detail-oriented with a strong ability to manage multiple tasks, prioritize effectively, and meet deadlines to support firm needs. Excellent verbal and written communication skills. Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

FEATURED BENEFITS

Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement