Training Specialist

Envestnet is seeking a Training Specialist to join our MoneyGuide department. This is a hybrid role, with in-office work required at our Powhatan, VA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

The Training Specialist is responsible for delivering effective training programs on MoneyGuide’s suite of software products to both internal employees and external clients. This role will present trainings both in person and virtually, requiring travel up to fifty percent of the time

Job Responsibilities:

• Train and coach financial advisors on how to effectively use the MoneyGuide suite of products.
  
• Provide advisors practice management concepts to enable them to find sales opportunities, improve their performance, and achieve their business objectives.
  
• Conduct sessions in person and via web conferencing.
  
• Consult with firms that use MoneyGuide Products to help them to better understand how to drive adoption and utilization. 
  
• Help develop and implement Practice Management initiatives, including course design, education and training content and participant surveys. 
  
• Tailor training content to the needs of different user groups based on their roles and expertise.
  
• Work closely with product management, customer support, and marketing teams to ensure consistent messaging and integration of the training program into the overall customer experience.
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.  
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications: 

• Bachelor’s degree in finance, business, management, accounting or related field 
  
• Industry designation – CFP or ChFC preferred 
  
• 3 years in the financial services and/or financial planning industry 
  
• Experience in public speaking and training  
  
• Experience using MoneyGuide Products
  
• Experience developing and delivering financial plans and advice to clients 
  
• Strong verbal and written communication skills 
  
• Ability and willingness to travel around the country 33% or more of your time 
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend 
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match 
    
  • Wellness Program
    

Envestnet is an Equal Opportunity Employer.

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