Director, Education Services

The Role

Lead and scale a growing learning organization responsible for training CX employees, services partners, and customer end-users on our modern, enterprise-grade AI platform for investment and wealth management.

Requirements

• 10+ years of experience building and scaling education programs within B2B SaaS organizations
• Experience with investment management software or enterprise fintech platforms preferred
• Demonstrated ownership of P&L or revenue-generating education services
• Prioritization of defining and tracking KPIs such as adoption, ARR impact, and learner outcomes
• Experience leading teams across curriculum development, content creation, and instruction
• Strong strategic planning and organizational design capabilities
• Experience translating complex technical concepts into structured learning programs
• Excellent communication and stakeholder management skills
• Familiarity with LMS platforms and modern learning technologies
• Experience leveraging AI tools such as ChatGPT, Claude, or similar platforms
• Ability to thrive in a fast-paced, evolving environment
• Genuine enthusiasm for building engaging and impactful learning experiences

Qualifications

• Knowledge of financial markets and the investment management lifecycle
• Experience building certification programs and structured learning academies
• Experience with 360Learning LMS
• Experience using Pendo for in-app training and guidance

Benefits

• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans

Pay

The typical starting salary range for this role is: $221,000 - $260,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

Schedule

Full-time position.