Training & Enablement Manager

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

About the position

Altruist is entering an exciting phase, and we're looking for a Training & Enablement (T&E) Manager to join our new Customer Group Education team. Our CGE team builds training and development opportunities for members of our Sales, Clearing Operations, and Customer Service departments. 

Your Impact

Knowledge Management System Development:

• Oversee the organization, accuracy, and accessibility of internal and external knowledge resources
• Streamline Knowledge Management (KM) processes and work to improve information access for both customers and internal teams
• Develop and track key metrics to measure the KM infrastructure’s effectiveness, such as request volume, turnaround time for updates, user feedback, and article viewership
• Regularly update knowledge content based on both leading and lagging indicators, such as team feedback, product changes, metrics around usage, and customer interaction data
• Evaluate and recommend methods to optimize knowledge storage, organization, retrieval, and updates; this includes planning for the integration of a company-wide Learning Management System (LMS)

Content Development

• Maintain a network of cross-functional Subject Matter Experts (SMEs) to keep content accurate and up-to-date
• Transform SME content into clear, accessible resourced for both customers and internal teams. Resources include but are not limited to help center articles, videos, Standard Operation Procedures (SOPs), internal tools and applications, job aids, and in-app guides.
• Ensure all knowledge materials, including help center design, align with brand voice, design guidelines and compliance requirements

Support Training & Enablement (T&E)

• Facilitate regular meetings and collaboration sessions with stakeholders to identify business needs, gather insights and requirements for knowledge content, and evaluate the effectiveness of current processes.
• Collaborate with the Product Enablement Manager on updates and new resources related to product launches.
• Leverage knowledge resources to support all training programs, ensuring they are relevant, accessible, and effective for both new hires and ongoing team development
• Contribute to the design and execution of T&E programs and processes that drive business results

Process Improvement & Organization

• Conduct needs assessments and gather feedback to ensure KM’s alignment with business priorities and to identify resource needs.
• Ensure all processes that affect the CS and Clearing Operations groups are organized and efficient, and identify/implement changes to improve them as needed
• Conduct needs assessments and provide clear, metric-driven guidance on next steps to leadership
• Provide insights on how T&E initiatives impact key business metrics, driving continuous improvement

What you bring

• Experience - 5 or more years of experience working in training and enablement at a B2B financial s