Lead Associate Trainer, RIA

Farther•New York, NY

About The Position

As our Lead Associate Trainer, you'll architect the learning and development infrastructure that powers advisor success at Farther. This isn't about executing someone else's training plan — you'll be the strategic designer who builds comprehensive curriculum frameworks from the ground up, establishes training philosophy grounded in adult learning principles, and creates scalable programs that support advisors throughout their entire journey with us. You'll bring expertise in curriculum development and instructional design, applying best practices from whatever industries you've worked in before. We don't need you to be a financial services expert — we need you to be a learning expert who can quickly absorb new domains and translate complex concepts into effective training experiences. This is a ground-floor opportunity to build an enterprise-grade curriculum at a fast-growing fintech, partnering directly with leadership to shape how we develop and support our advisor community.

Requirements

5+ years designing training curriculum from scratch, ideally across multiple industries or contexts
Strong foundation in adult learning principles and instructional design frameworks
Proven ability to quickly learn new domains and translate complex concepts into effective training
Strategic thinker who connects business objectives to learning outcomes and measurable results
Exceptional written and verbal communication skills with the ability to present to senior leadership
Track record of managing multiple curriculum projects simultaneously with strong execution
Collaborative mindset with the ability to work effectively with subject matter experts
Intellectually curious self-starter who thrives in ambiguous, fast-paced startup environments

Nice To Haves

Bachelor’s degree in Education, Curriculum Development, Instructional Design, or related field
Experience developing training for professional services or advisory businesses
Background in corporate L&D at companies that scaled significantly
Certification in instructional design or adult learning (CPLP, ATD, etc.)
Experience building training functions from the ground up
Prior teaching or facilitation at higher education level

Responsibilities

Design comprehensive curriculum frameworks for advisor development across their entire lifecycle — from onboarding through advanced practice management
Partner with RIA leadership to translate business strategy into actionable learning objectives and monthly training programs
Build measurement systems to track learning outcomes and demonstrate training ROI
Create scalable training programs grounded in adult learning theory that adapt to different advisor needs and learning styles
Collaborate with cross-functional partners to extract knowledge from subject matter experts and build effective training content
Establish training philosophy, methodologies, and standards that ensure consistency and quality as Farther scales
Research and implement emerging best practices in learning and development, bringing fresh perspectives from other industries