Training Architect


Full Job Description

The Training Architect is responsible for developing, producing, implementing, and supporting internal and external Ascent curriculum, directly and indirectly, related to a specified SME team within Orion. This position will also be charged with the development of individual and small group training for new hires specific to a particular SME team.

Additionally, this position will involve continued development and updating of AssistMe related to the specified SME Team. This position will also assist with essential functions related to the specified SME Team such as Quarter End processing and team coverage during peak periods.

What does this role entail?

  • Meets weekly with Training and Engagement and other SME Training Specialists to collaborate
  • Creates a systematic review process of all curriculum to ensure Ascent curriculum is up to date for specific SME Team
  • Produces Ascent courses following technology development
  • Responsible for assessment development and maintenance in Ascent
  • Responsible for utilization reports and certification tracking in the content-specific area
  • Actively participates on subject-specific Product Management Team
  • Actively participates on subject-specific App Team
  • Creates new Assists in AssistMe based on technology development and needs of advisors
  • Regularly updates AssistMe based on technology development and functionality
  • Activates specific Assists for Advisors and Reps by request
  • Updates AssistMe based on development and functionality
  • Utilizes business analytics tools to research internal and external engagement and adoption of Orion technology
  • Conducts regular webinars for New Users and General Orion Users.
  • Troubleshoots SME team-specific issues; responds to inquiries via email, phone, chat, etc; ensures accuracy of data
  • Participates in Quarter End, Tech Labs, and HOVs
  • Creates and updates 30/60/90 day evaluations and reviews (housed in Ascent)
  • Responsible for training of new employees for SME Team
  • Works with new employees individually, training them in a one on one or small group setting
  • Actively participates on subject-specific Product Management Team and App Team
  • Regularly works with SME team members to help troubleshoot problems and develop learning content
  • Remains available to support case, phone, and chat queues when needed
  • Regularly meets with new employees individually, including at 30/60/90 day evaluation and reviews
  • Provides guidance and direction for new employees

Experience and Education needed:

  • Minimum of a high school diploma required.
  • Bachelor’s degree in Business Administration or related field preferred.
  • Orion Industry Certification must be obtained within 90 days of employment.
  • Minimum of 2 years of experience working for Orion required.
  • Prior experience in a training role preferred.


If you not find any contact details in this Job Description, Please attach your CV here and send directly.


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