Training & Engagement Specialist

Responsibilities

• Training & Resource Facilitation
• Serve as a central point of coordination for advisor and staff training resources across custodians and key vendors
• Create and disseminate training materials from various sources to both internal partners and advisors
• Maintain awareness of available training programs, webinars, certifications, and learning pathways offered by external partners
• Proactively communicate relevant training opportunities to advisors and their staff
• Help advisors navigate and access appropriate learning resources based on their needs
• Partner with Operations and Compliance to ensure training recommendations align with firm policies and priorities
• Maintain an organized repository or reference guide of available training resources
• Advisor & Staff Onboarding Support
• Support training and orientation efforts for newly affiliated advisors and their teams
• Facilitate introductions to key systems, tools, and available training resources
• Partner with Onboarding & Operations teams on a consistent onboarding experience related to learning and development
• Firm Engagement & Event Planning
• Assist with planning and facilitation of firmwide in-person and virtual events, including: Advisor summits and regional meetings
• Internal team meetings and offsites
• Virtual webinars or town halls
• Support logistics, agendas, speaker coordination, and materials as needed
• Help foster connection across the advisor network through other engagement initiatives
• Collaborate with Marketing on event communications, promotion, and follow-up
• Collaboration & Continuous Improvement
• Work closely with the Operations Director to align training and engagement initiatives with firm priorities
• Partner with Marketing, Onboarding, Compliance, and other teams to ensure consistent messaging and execution
• Gather informal feedback from advisors and staff on training needs and engagement preferences
• Recommend enhancements to training awareness and engagement strategies over time
• Qualifications & Skills

Requirements

• 3-6 years of experience in training, learning & development, advisor support, or event coordination (financial services strongly preferred)
• Experience working with advisors or client-facing teams is highly desirable
• Familiarity with custodians, CRM systems, or wealth management technology is a plus
• Skills & Competencies
• Strong communicator with the ability to explain resources clearly and concisely
• Organized, detail-oriented, and process-minded
• Comfortable facilitating meetings or webinars
• Collaborative and team-oriented, with a service mindset
• Ability to manage multiple priorities and projects simultaneously
• Professional, approachable, and relationship-driven
• About Integrity
• Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to

Benefits

Additional Information

The Training & Engagement Specialist plays a key role in supporting Gladstone's advisors and their teams by connecting them to high-quality training resources, facilitating learning opportunities, and driving firmwide engagement initiatives. This role will curate and leverage existing training from our custodian and key vendor partners and help develop additional curriculum as needed, ensuring advisors and their staff are aware of available resources and know how to access them. This role will also help plan, coordinate, and facilitate in-person and virtual events across the organization, strengthening connectivity, culture, and collaboration within the Gladstone network. This position will work closely with Field Leadership to ensure training and engagement efforts are aligned with firm priorities and advisor needs.

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