Director of Training

eMoney Advisor

. Lead a high-performing learning organization that delivers exceptional learning experiences, drives product adoption, and client satisfaction .

Posted 9/30/2026full-timeRemote • United StatesLead💰 $142,000 - $179,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing learning strategies, optimizing client learning journeys, and leveraging instructional design principles to enhance curriculum and training programs. Proven ability to lead high-performing teams, establish governance standards, and utilize metrics to drive learning effectiveness and client satisfaction.

Highest-signal resume keywords

Learning Strategy DevelopmentInstructional Design MethodologiesTeam Leadership in Learning & DevelopmentClient Success Best PracticesSaaS Learning Program Design

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Curriculum DevelopmentLearning Management System OversightKPI MonitoringTraining Program ExecutionFinancial Terms UnderstandingAdult Learning PrinciplesLearning Effectiveness PracticesCoaching and DevelopmentChange ManagementClient Engagement

Soft Skills

Exceptional LeadershipRelationship-BuildingOutstanding CommunicationOrganizational SkillsAdaptability

Industry Keywords

Learning & DevelopmentCustomer EducationFinancial Advisory ServicesSaaS EnvironmentProfessional Services

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Education, Instructional Design, Adult Learning, Organizational Development, or a related field; or an equivalent combination of education and relevant professional experience
5+ years of people leadership experience, including demonstrated experience leading managers, team leaders, or multidisciplinary learning teams
10+ years of progressive training, Learning & Development, and/or customer education experience
Strong understanding of financial terms and concepts
Demonstrated knowledge of instructional design methodologies, adult learning principles, curriculum development, and learning effectiveness practices
Working knowledge of financial advisory services is a plus
Ability to travel up to 15%
Extensive experience designing, scaling, and leading learning, coaching, and enablement programs within a SaaS environment
Strong understanding of client success, professional services, and learning best practices
Experience leading teams that deliver learning services directly to clients
Exceptional leadership, coaching, and relationship-building skills
Strong knowledge of learning and development trends
Ability to thrive in a fast-paced environment, adapt to changing priorities, exercise sound judgment, and drive timely decision-making
Ability to balance urgency, quality, client needs, and organizational priorities
Highly organized, detail-oriented self-starter able to manage multiple priorities and initiatives simultaneously
Outstanding verbal, written, and interpersonal skills
Strong leadership and change management skills
Strong client advocacy mindset and deep understanding of customer service principles, client engagement, and success best practices

Benefits

Comp & perks

Annual bonus program
Retirement contributions
Health insurance
Sick leave
Parental leave
Paid time off