Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
About the role
- Training Director developing and delivering financial planning training at Cerity Partners. Responsible for new hire training and enhancing colleague expertise in financial planning.
Responsibilities
- Reporting to our Chief Training and Quality Officer, this role will be responsible for the development, sourcing, and delivery of training content to client facing colleagues.
- The training and development of Cerity Partner colleagues, both new and tenured, is an integral part of our firm’s culture and growth strategy.
- Focus on leading the design, development, and delivery of Cerity Partners University for newly hired associates.
- Develop and deliver case studies for all colleague levels which both challenge technical skills while also developing emotional intelligence and client interaction expertise.
- Collaborate with local partners to design development plans for their colleagues to either improve performance or accelerate career growth, where applicable.
Requirements
- Bachelor’s degree in Finance, Accounting, Financial Planning, Business or related field of study.
- 5+ years of relevant client-facing experience providing holistic financial planning to high net worth individuals, families, and institutions.
- Deep knowledge and expertise in high net worth financial planning, retirement & cash flow, estate planning, income tax planning, insurance planning, and executive compensation & benefits.
- You must have strong verbal and written communication skills, professional presentation, and organizational skills.
- Ability to establish credibility, build consensus and collaborate with discerning, expert advisor colleagues.
- Your organization and project management skills set you apart from your peers and you use data and data analysis to ground every decision.
- 2+ years of relevant experience in teaching or training and development preferred.
- CFP©, CFA, and/or CPA designations preferred.
- Experience with eMoney, Salesforce, BNA, Holistiplan, Addepar, Orion and Cornerstone software preferred.
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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