RIA Training Specialist

About Us:
The Amplify platform is a unified wealth management ecosystem focused on maximizing 
efficiency improving client outcomes and driving growth for the enterprise and advisor. 
Amplify automates and integrates the daily functions of a wealth management practice onto 
a single pane of glass. The platform combines a customizable chassis with experienced 
integration consultants and a hands-on support team to provide an integrated scalable 
solution for RIAs broker-dealers/OSJs and multi-family offices. Amplify provides seamless 
digital capability around client onboarding an institutional model marketplace true UMA 
trading and client lifecycle tracking as well as integrated surveillance billing analytics and 
reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility 
funnels that provide clarity for daily business functions quickly. Amplify is the RIA 
Operating System (ROS). The platform’s cloud-based multi-custodial framework makes it 
the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is 
headquartered in Scottsdale Arizona.

About the Position:
We are seeking a Training Specialist to deliver comprehensive learning solutions to internal 
wealth management partners as part of our onboarding and support teams. The ideal 
candidate will collaborate with management and subject matter experts to translate 
business goals into actionable and effective training programs that support adoption 
performance and organizational growth.
Responsibilities:
• Deliver comprehensive learning solutions to internal wealth management partners.
• Collaborate with management and subject matter experts to define business outcomes 
and training objectives.
• Determine appropriate learning methodologies and development strategies.
• Develop detailed project plans and coordinate resources accordingly.
• Facilitate and deliver training and development programs in a dynamic engaging manner.
• Maintain training program inventory and align deployment with business priorities.
• Represent the department at conferences and partner meetings.

Qualifications:
• Strong instructional design and organizational development skills.
• Proven experience training in Financial Services cloud applications.
• Excellent oral and written communication skills.
• 3+ years of full-time experience supporting software training teams.
• Experience with IT implementation projects involving large user bases.
• Skilled in creating training materials and participating in training development.
• Excellent time management and multitasking skills.
• Experience in cloud-based learning or digital design is a plus.

Preferred Qualifications:
• Experience training or supporting IT implementations involving hundreds of users.

Job Information:
• Job Type: Full-time
• Pay: Based On Experience
• Schedule: Monday to Friday 8-hour shift

Benefits:
• 401(k) with matching
• Dental Health Vision and Life Insurance
• Health savings account
• Paid time off
• Retirement plan

Equal Opportunity Statement:
We are an equal opportunity employer. We celebrate diversity and are committed to 
creating an inclusive environment for all employees. We prohibit employment 
discrimination based on race color religion gender identity sex sexual orientation 
pregnancy national origin age disability status protected military or veteran status and 
genetic information

What We Do

Amplify’s cloud-based integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting Amplify brings the tools you need together in one scalable seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs from enterprise-level operations to personal client relationships.

Why Work With Us

At Amplify you’ll do meaningful work that drives change in wealth management while building your career. We’re shaping the future of the industry with innovation collaboration and a culture that champions growth and real results.

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