Senior Institutional Training Specialist - CAPTRUST

WHO are we looking for?

CAPTRUST is seeking an experienced and knowledgeable Senior Institutional Training Specialist to oversee and deliver institutional training across the Institutional Client Service and Operations department. The ideal candidate will have a strong background in developing learning programs within the financial services industry and can cater their curriculum to different levels and learning styles. This role will also serve as a subject matter expert on processes and technology within the team.

Training Strategy: 

• Develop training plan and curriculum to be used with new hires and existing members of Institutional Client Service and Operations
• Customize training plan to cover differing roles and levels of experience
• Ensure team members are exposed to both training on internal processes and retirement industry knowledge
• Establish structure of both live and on demand modules and incorporate into CAPTRUST’s firmwide learning management platform
• Research external learning opportunities and make recommendations for team member participation
• Collaborate with Human Resources and leadership to promote CAPTRUST culture and behavioral standards

Technical Guidance: 

• Provide daily support and information on client service operational processes
• Monitor centralized support inbox and assist with questions or directs to subject matter experts
• Deliver training courses and monitor completion by participants
• Maintain communications to ensure team members have knowledge of training and procedural updates along with associated resources

Knowledge Library and Training Content: 

• Create and maintain process documentation, user guides, and daily resources on team intranet site
• Collaborate with operations teams to properly document technical processes, procedures, reporting tools, and client deliverable procedures 
• Create additional training modules and update as needed with updated procedures and changing industry regulations and trends
• Leverage subject matter experts within team to assist with role specific content and establish focused workshop series
• Expand training program to include essential client service soft skills and professional content

Minimum Qualifications:

• College degree or equivalent years of experience
• A minimum of 8+ years’ experience working for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
• Understanding of retirement plans from an operational, record-keeping, and investment perspective

Desired Qualifications/Skills:

• 5+ years of experience training employees in the financial services or retirement plan industry
• Proven experience in mentoring and training
• Proven ability to present complex training topics to adult learners in a group or 1:1 setting
• Proficient in PowerPoint
• Excellent verbal and written communication skills
• Exceptional interpersonal skills
• Knowledge of CRM systems and client reporting
• Adept with multimedia training platforms
• Outstanding problem-solving abilities

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Road #1700 | Raleigh, NC 27609

4201 Congress Street #160 | Charlotte, NC 28209

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination #mid-senior