Training & Engagement Specialist

Quantum Group

3-6 years training or l&d experience
Experience working with advisors
Event planning and facilitation skills
This role supports Gladstone's advisors by connecting them to high-quality training resources and facilitating learning opportunities

Job Summary

  • This role supports Gladstone's advisors by connecting them to high-quality training resources and facilitating learning opportunities.
  • The specialist will plan and coordinate firmwide in-person and virtual events to strengthen connectivity and culture within the network.
  • Integrity is a hyper-growth company offering a competitive compensation package and a family-like environment focused on putting people first.

Matching Summary

This role supports Gladstone's advisors by connecting them to high-quality training resources and facilitating learning opportunities.

Skills & Requirements

Must-have

  • 3-6 years training or L&D experience
  • Experience working with advisors
  • Event planning and facilitation skills
  • Strong communication abilities
  • Process-oriented organizational skills

Nice-to-have

  • Familiarity with custodians or CRM systems
  • Wealth management technology knowledge
  • Collaborative team-oriented mindset
  • Service-minded approach to client needs
  • Ability to manage multiple projects

Key Requirements

  • 3–6 years of experience in training, learning & development, or event coordination
  • Experience working with advisors or client-facing teams
  • Knowledge of financial services industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter