RIA Training Specialist

About Us The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency, improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands‑on support team to provide an integrated, scalable solution for RIAs, broker‑dealers/OSJs, and multi‑family offices. Amplify provides seamless digital capability around client onboarding, an institutional model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance, billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud‑based, multi‑custodial framework makes it the ideal all‑in‑one platform for growth‑minded wealth management enterprises. Amplify is headquartered in Scottsdale, Arizona. About the Position We are seeking a Training Specialist to deliver comprehensive learning solutions to internal wealth management partners as part of our onboarding and support teams. The ideal candidate will collaborate with management and subject matter experts to translate business goals into actionable and effective training programs that support adoption, performance, and organizational growth. Deliver comprehensive learning solutions to internal wealth management partners. Collaborate with management and subject matter experts to define business outcomes and training objectives. Determine appropriate learning methodologies and development strategies. Develop detailed project plans and coordinate resources accordingly. Facilitate and deliver training and development programs in a dynamic, engaging manner. Maintain training program inventory and align deployment with business priorities. Represent the department at conferences and partner meetings. Qualifications Strong instructional design and organizational development skills. Proven experience training in Financial Services cloud applications. Excellent oral and written communication skills. 3+ years of full‑time experience supporting software training teams. Experience with IT implementation projects involving large user bases. Skilled in creating training materials and participating in training development. Excellent time management and multitasking skills. Experience in cloud‑based learning or digital design is a plus. Preferred Qualifications Experience training or supporting IT implementations involving hundreds of users. Job Information Job Type: Full‑time Pay: Based On Experience Schedule: Monday to Friday, 8-hour shift Benefits 401(k) with matching Dental, Health, Vision, and Life Insurance Health savings account Paid time off Retirement plan Equal Opportunity Statement We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit employment discrimination based on race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #J-18808-Ljbffr Amplify Platform