eMoney Advisor

Director

• Lead a high-performing learning organization that delivers exceptional learning experiences, drives product adoption, and client satisfaction
• Develop and execute the learning strategy, including scalable onboarding, enablement, certification, and training programs
• Continuously enhance curriculum, delivery methods, learner performance, and business outcomes
• Optimize the client learning journey, streamline processes, and implement scalable tools, technologies, and cross-functional solutions
• Oversee the Learning Management System and leverage technology-driven solutions and instructional design principles
• Establish curriculum governance and instructional standards aligned with adult learning principles, product strategy, client needs, and organizational objectives
• Establish and monitor KPIs, productivity measures, goals, and learning effectiveness metrics
• Use client, learner, and employee feedback to improve learning content, communications, and programs
• Serve as the senior escalation point for complex client learning and training issues
• Lead the Learning Community of Practice and related initiatives
• Maintain expertise in eMoney products, systems, processes, and policies
• Partner with senior leadership and cross-functional stakeholders on learning performance, client trends, program effectiveness, risks, opportunities, and business insights
• Coach and develop team leaders and learning professionals through performance management, career development, succession planning, and structured development programs
• Perform other duties as assigned

Director of Training

Marketing

• Execute the overarching retention marketing strategy for enterprise advisor and home office audiences
• Create, optimize, and evolve targeted retention marketing strategies to proactively engage and reactively save strategic business relationships
• Support high-profile and sensitive scenarios involving mergers, acquisitions, migrations, and rollouts through campaign messaging and segmentation
• Lead select high-profile enterprise initiatives and partner on complex enterprise efforts
• Craft and execute advisor communication strategies to foster enterprise engagement and retention
• Communicate product enhancements through multi-channel plans for enterprise home offices and advisors
• Partner with Client Service Management, Enterprise Account Management, and Sales teams on retention strategies and support
• Evolve Communications Resource Center strategy, including content, training resources, and enterprise engagement programs
• Represent retention marketing and communication support externally when appropriate
• Leverage usage data and client feedback to evaluate program results and optimize strategies
• Build relationships with key business partners and lead strategy through execution
• Create clear, concise, polished copy aligned with the company’s tone and mission
• Manage email campaigns, including layouts, segmentation, design templates, calls-to-action, and content
• Adapt plans, strategies, and deliverables to changing business needs
• Share knowledge and support less experienced team members

Enterprise Retention Marketing Manager

Manager

• Lead the strategic direction and operational execution of multiple software development teams across a one-to-three-year roadmap horizon.
• Attract, hire, coach, retain, and develop software development engineers through personalized career plans and performance management.
• Plan, manage, and lead delivery of product and modernization roadmap initiatives.
• Align product roadmaps, architectural strategy, and software development processes.
• Collaborate with product management, architecture, QA, operations, and other cross-functional partners.
• Shape architectural and development strategies for scalable, maintainable, and high-quality software.
• Implement Agile and Lean Development methodologies and promote continuous improvement.
• Ensure high-quality, reliable software products and excellent customer experiences.
• Lead application security remediation and mentor secure programming practices.
• Contribute technically when needed and maintain hands-on engagement.
• Evolve the technology stack through cloud, web, mobile, AI/ML, microservices, big data, and API-enabled platforms.
• Invest in co-op programs and cultivate candidates into full-time software engineers.

Director of Training

Enterprise Retention Marketing Manager

Manager, Development