MAI Wealth Management, Inc.
GENERAL JOB DESCRIPTION
The Technology Trainer will be responsible for designing and delivering training programs on various MAI technologies, creating training materials using multiple learning approaches, and hosting consistent training office hours for our employees. This role requires a dynamic individual who can adapt to the evolving needs of our firm and provide engaging and effective training sessions. As a member of our Technology team and of the Training and Development community at the firm, you will be part of enabling our team members' success, leveraging our digital presence, and improving client engagement through innovative training solutions.
MAJOR DUTIES AND RESPONSIBILITIES Design, develop, and deliver comprehensive training programs on a wide range of technologies. (Examples would include: Dashlane, MS CoPilot, Windows 11, Microsoft Applications, Sharepoint, Salesforce, Docusign, Adobe, Smartsheet, Zoom, etc.) Create high-quality training materials to support training sessions using a variety of training tools and methods. Facilitate workshops, eLearning courses, and hands-on training sessions. Support the Technology team as the primary facilitator of organizational notifications through email, intranet posts and related technologies. Work with the Technology team and partner with HR to establish priorities based on needs assessments, surveys, and other feedback collected, assessing the effectiveness of the training programs. Collaborate with HR, L&D (Learning and Development), and other teams to align training with organizational objectives and to understand overall training needs and tailor programs accordingly. Partner with subject matter experts (SMEs) to ensure content accuracy and relevance. Host regular training office hours to address the needs of employees on various technology topics and themes (which may be derived by common support requests or pending rollouts of new software solutions). Stay up to date with the latest developments and updates to MAI technologies to ensure training content is current and relevant. Leverage the enterprise Learning Management System (LMS) to manage training content, track employee progress, and report on outcomes. Stay informed on the latest training technologies, such as virtual classrooms, gamification, and mobile learning, to enhance the training experience. EXPERIENCE/CREDENTIALS
Bachelor's degree in Information Technology, Computer Science, Adult Learning Principles and Practices, or a related field. 5+ years of experience in both designing and deploying training and development, with at least 3 years of experience as a Technology Trainer or similar role. Experience with Learning Management Systems (LMS), Learning Content Management Systems (LCMS), course development tools, and video editing software and tools. Additional certifications in instructional design or another aspect of training and development or PMP (Project Management Professional) is a plus. Proven experience in the application of training methods, tools, and techniques to design and deploy a wide variety of training methods in a corporate setting. Expert in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Adobe). Experience in an RIA/Investment Management firm or other type of Financial Services firm a plus. COMPETENCIES
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts. Strong organizational, project management, and interpersonal skills. Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices. Excellent knowledge of various technology topics, including software applications, hardware usage, data management, and cybersecurity. Strong understanding of adult learning principles and instructional design methodologies to effectively design training programs. Excellent oral and written communication skills to effectively deliver training and collaborate with stakeholders. Demonstrated problem solving, decision making, and analytical abilities (e.g., training needs assessment, training effectiveness measures), with a focus on analyzing information and resolving complex problems. Organized and detail-oriented, while maintaining flexibility to prioritize and execute to meet project deadlines and support firm needs. FEATURED BENEFITS:
Discretionary Bonus Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement
The Technology Trainer will be responsible for designing and delivering training programs on various MAI technologies, creating training materials using multiple learning approaches, and hosting consistent training office hours for our employees. This role requires a dynamic individual who can adapt to the evolving needs of our firm and provide engaging and effective training sessions. As a member of our Technology team and of the Training and Development community at the firm, you will be part of enabling our team members' success, leveraging our digital presence, and improving client engagement through innovative training solutions.
MAJOR DUTIES AND RESPONSIBILITIES Design, develop, and deliver comprehensive training programs on a wide range of technologies. (Examples would include: Dashlane, MS CoPilot, Windows 11, Microsoft Applications, Sharepoint, Salesforce, Docusign, Adobe, Smartsheet, Zoom, etc.) Create high-quality training materials to support training sessions using a variety of training tools and methods. Facilitate workshops, eLearning courses, and hands-on training sessions. Support the Technology team as the primary facilitator of organizational notifications through email, intranet posts and related technologies. Work with the Technology team and partner with HR to establish priorities based on needs assessments, surveys, and other feedback collected, assessing the effectiveness of the training programs. Collaborate with HR, L&D (Learning and Development), and other teams to align training with organizational objectives and to understand overall training needs and tailor programs accordingly. Partner with subject matter experts (SMEs) to ensure content accuracy and relevance. Host regular training office hours to address the needs of employees on various technology topics and themes (which may be derived by common support requests or pending rollouts of new software solutions). Stay up to date with the latest developments and updates to MAI technologies to ensure training content is current and relevant. Leverage the enterprise Learning Management System (LMS) to manage training content, track employee progress, and report on outcomes. Stay informed on the latest training technologies, such as virtual classrooms, gamification, and mobile learning, to enhance the training experience. EXPERIENCE/CREDENTIALS
Bachelor's degree in Information Technology, Computer Science, Adult Learning Principles and Practices, or a related field. 5+ years of experience in both designing and deploying training and development, with at least 3 years of experience as a Technology Trainer or similar role. Experience with Learning Management Systems (LMS), Learning Content Management Systems (LCMS), course development tools, and video editing software and tools. Additional certifications in instructional design or another aspect of training and development or PMP (Project Management Professional) is a plus. Proven experience in the application of training methods, tools, and techniques to design and deploy a wide variety of training methods in a corporate setting. Expert in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Adobe). Experience in an RIA/Investment Management firm or other type of Financial Services firm a plus. COMPETENCIES
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts. Strong organizational, project management, and interpersonal skills. Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices. Excellent knowledge of various technology topics, including software applications, hardware usage, data management, and cybersecurity. Strong understanding of adult learning principles and instructional design methodologies to effectively design training programs. Excellent oral and written communication skills to effectively deliver training and collaborate with stakeholders. Demonstrated problem solving, decision making, and analytical abilities (e.g., training needs assessment, training effectiveness measures), with a focus on analyzing information and resolving complex problems. Organized and detail-oriented, while maintaining flexibility to prioritize and execute to meet project deadlines and support firm needs. FEATURED BENEFITS:
Discretionary Bonus Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement