Learning & Development AI Specialist

The Role 

We're looking for a Learning & Development (L&D) Partner who thrives in execution  mode. You'll be working closely with the Director of L&D as a hands-on builder of our L&D content and training programs, designing courses and creating content.  You are a trend-setter who embraces the use of AI in your daily work, and will leverage constantly evolving AI tools to produce high-quality learning materials at startup speed. This is a tactical, "doer" role for someone who's been actively using AI to create educational content and wants to drive the day-to-day of L&D delivery.

Your Impact 

• Build and deliver onboarding, product training, and department-specific training and programs for advisors and corporate teams


• Create effective training materials, e-learning modules, videos, and guides, using AI tools to accelerate development


• Administer the LMS, managing content and users, tracking adoption and course completions, and ensuring an engaging and seamless learner experience


• Partner with subject matter experts to capture departmental processes and translate complex financial concepts into engaging training


• Continuously improve programs based on feedback, assessment data, and business needs


• Develop and utilize assessment tools to evaluate learning effectiveness


• Execute knowledge management initiatives to ensure timely and accurate materials

The Ideal Match 

• 5+ years of hands-on L&D experience building training programs and course content


• Demonstrated experience using AI tools for educational content creation in the past 1-2 years


• AI Video Platform Experience (e.g., Synthesia, HeyGen or similar)


• Proficiency with LMS platforms and e-learning authoring tools


• Strong execution skills—you ship quality work quickly and iterate


• Excellent written and verbal communication, and meticulous attention to detail

Bonus Points 

• Financial services, wealth management, or regulated industry experience


• Experience scaling L&D in a high-growth or startup environment


• Docebo LMS Experience

Why Join Us

• Competitive comp package that rewards impact


• Work alongside some of the brightest minds in fintech


• Ground-floor opportunity at a fast-scaling startup


• Chart your own growth path as we expand


• Full health benefits + 401(k) matching & Roth IRA options


• Unlimited PTO

Ready to disrupt wealth management? Let's talk!