Associate Director, Training & Enablement



Dallas, TX, USA
Posted on Thursday, April 25, 2024

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we're looking for an Associate Director, Training & Enablement to join our Customer Service team.

What you’ll do

  • Develop and execute a strategic vision for training and enablement across all customer-facing teams, encompassing Sales, Onboarding, Support, Advisor Operations, Clearing Operations, and eventually Relationship Management.
  • Design and deliver comprehensive curricula tailored to the specific needs of each team
  • Lead the creation of robust onboarding plans for new hires and ongoing training plans for existing team members, ensuring alignment with evolving business needs and product offerings.
  • Centralize and organize information on our shared wiki, establishing best practices for knowledge management.
  • Actively engage in hands-on training development, content creation, and delivery
  • Evolve and enhance our internal Knowledge Base (KB) and customer-facing help center content, identifying opportunities to improve the customer experience and reduce non-value-add, customer inquiries and operational overhead.
  • Implement standards, procedures, and processes to support training programs, ensuring consistency and effectiveness across teams (e.g., training completion, knowledge checks, role playing, and similar)
  • Establish Key Performance Indicators (KPIs) and collect feedback to assess the quality and effectiveness of training programs, driving continuous improvement.

What you’ll bring

  • 10+ years of experience in enabling and training customer-facing teams, with a proven track record of success.
  • 5+ years of experience independently managing a team of Learning professionals.
  • Strong knowledge of adult learning theory and learning evaluation models.
  • Experience delivering live and virtual training with a grasp on facilitation best practices for both.
  • Exceptional communication skills, both written and verbal, with the ability to engage and inspire diverse audiences.
  • High energy, self-motivated, and collaborative approach, with a focus on teamwork and continuous improvement.
  • Strong organizational and project management skills, with the ability to manage multiple tasks and projects simultaneously.
  • Proficiency with key business systems and tools, including Google Apps, LMS, Salesforce, Gainsight, and Confluence.
  • Experience with course authoring tools such as Google Classroom, Captivate, Articulate Storyline, Loom, and Camtasia
  • Experience in SaaS, tech, or fintech industries, with a solid understanding of startup environments.
  • Comfort in a fast-paced environment with the ability to quickly pivot and re-prioritize as needed.
  • Certifications/designations in instructional design, performance consulting, coaching, eLearning design, or other relevant training certifications preferred
  • Familiarity with the independent wealth management industry (e.g., RIAs) is a plus.
  • Flexibility to visit our Culver City or Dallas headquarters as well as other locations as required by business needs.
Dallas, TX salary range
$124,000$170,000 USD


  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.