Trainer, Transfer Agency Training

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop, facilitate, and manage Ultimus’ formal training programs for the Transfer Agency.

• Collaborate with Transfer Agency stakeholders to establish department-specific training roadmaps.

• Engage with clients utilizing Transfer Agency systems.

• Create, enhance, and deliver presentations and training materials, including quick reference guides, online learning resources, PowerPoint slides, and other relevant content.

• Assess training effectiveness via surveys and offer recommendations for enhancement.

• Conduct New Employee and department-specific training sessions.

• Support new associate onboarding and create tailored training plans.

• Produce e-learning and video training content.

• Stay informed about development opportunities within the Transfer Agency.

• Collaborate with internal teams regarding new hires, process or system deployments/releases, influenced roles or stakeholders, and training requirements.

• Assist in drafting internal guidelines for training documentation.

• Work with Transfer Agency departments to identify and implement process improvement opportunities discovered during the training development and delivery phases.

• Revise training materials to reflect updates in industry standards and departmental changes.

• Mentor associates through instruction, coaching, on-the-job experiences, modeling effective practices, and guiding on methods.

• Partner with stakeholders to design and enhance course materials, review feedback, and support the setup of technology and hardware.

• Communicate with teams regarding general information, issue resolution, inquiries, or reporting requirements.

• Perform additional duties as needed and assigned.

⛳️ Requirements

• Associate’s degree in communication, finance, or a related field.

• 3-5+ years of experience with Mutual Funds, including training experience or a similar background.

• Equivalent education, experience, and knowledge, skills, and abilities (KSAs) will be considered.

• Familiarity with online learning resources.

• Proficiency in Microsoft Office Suite.

• Knowledge of Adobe Acrobat.

• Advanced technical skills capable of delivering effective virtual training sessions, including e-learning and training videos.

• Exceptional client service skills and the ability to cultivate strong intercompany relationships.

• Strong multitasking, analytical, and organizational abilities.

• A strategic, detail-oriented, and proactive approach with a solid commitment to quality, efficiency, and effectiveness.

• Capability to troubleshoot issues through creative and critical thinking.

• Proficient in presenting and articulating ideas and information clearly and concisely, both in writing and verbally.

• Ability to establish and nurture effective working relationships with associates and clients.

• Flexibility to adjust priorities and deadlines in response to changing conditions or unanticipated challenges.

• Ability to sit and stand regularly.

• Ability to occasionally lift and/or move up to 10 lbs.

• Specific vision capabilities are required.

🏝️ Benefits

• Opportunity to engage in educational initiatives, internal company and team training sessions, and professional development opportunities.

• Occasional travel (approximately 10% or less) may be necessary.

• Reasonable accommodations may be made to enable associates to perform essential functions.