Learning Consultant

The Opportunity (What This Role Really Means)

Our clients are wealth management professionals who count on Practifi to run their firms. The Training Consultant is the person who makes sure they actually know how to use what they're paying for, and feel confident doing it. You're the face of Practifi during live and virtual training, the advisor in the room when a firm is trying to get more out of the platform, and the voice that turns a complicated feature into something that just clicks.

This role sits on our Learning team and works closely with strategic client accounts, including teams like Provenance and Dynasty. When you do this well, adoption goes up, clients stay, and advisors get time back to do what they do best. That's the whole point.

Your Day-to-Day (The Honest Version)

The Core Work

• Running engaging webinars and workshops built around real wealth management use cases, not generic click-throughs

• Hosting monthly Power Sessions on the advanced stuff (AI features, Services & Deals, integrations) that clients are hungry to learn

• Traveling to strategic clients about once a month for onsite, train-the-trainer sessions and the kind of relationship building that only happens in person

• Acting as a trusted advisor during engagements, spotting adoption gaps, and giving honest, useful recommendations

• Keeping the training calendar humming with a 95% on-time delivery rate

The Reality Check

Client-facing training is dynamic, and sometimes a little chaotic. Plans change, sessions shift, and a participant will absolutely ask you the one thing you didn't prep for. You'll thrive here if you stay calm, stay curious, and roll with it. You won't be doing it alone. Your Practibuddy is there from day one, and the wider Learning team, along with our Technical Writer, LX Designer, CSMs, and Technical Consultants, problem-solves together constantly. Nobody expects you to know our platform cold on week one. We expect you to learn fast and ask good questions.

The Growth Part

Your Learnbucks education stipend is yours to invest in becoming sharper, whether that's certifications, courses, or conferences. We promote from within because we'd rather grow the people who already get us.

What We're Really Looking For

The Must-Haves

• 5+ years of relevant training experience, ideally in software or technology. If your software training is lighter but you've got 7 to 10 years of strong face-to-face training or teaching behind you, we want to talk

• Comfort and confidence leading live and virtual sessions, and the stamina to be engaging and present for extended stretches

• Excellent facilitation and communication skills, with a real talent for making complex things feel simple

• Willingness and ability to travel to clients about once a month

• A Salesforce Trailhead certification, or the drive to earn one early (this is part of how you'll grow into platform mastery)

The Nice-to-Haves

• Familiarity with Salesforce or Salesforce-native tools

• Background in instructional design, adult learning, or formal education

• Experience in wealth management, fintech, or financial services, and fluency in the language advisors use (AUM, households, productivity)

• Prior remote work experience and the self-discipline that makes it work

The More Important Stuff

• Energy and optimism. We're looking for a glass-half-full person who lifts the room and brings genuine enthusiasm to every session

• Resilience and adaptability when plans change at the last minute, because they will

• Curiosity. You like figuring out why an audience isn't getting something, then solving for it

• Authenticity. You build trust by being real with clients, not by performing for them

What Taking This Leap Gets You

The Practical Stuff

• Base salary of $75,000 to $90,000 annually

• 20 days Paid Leave, 10 sick days, 3 personal days, and 3 volunteering days

• Learnbucks annual education stipend to keep growing

• A genuinely remote-first setup that respects your life outside work

The Cultural Stuff

• A Practibuddy mentor from your very first day

• Bi-annual Chicago summits where the whole company connects in person

• An open, low-ego culture where questions are welcome and wins get celebrated

• Real work-life integration, not a poster on a wall

Living Our Values Daily

• Growth: Progress with purpose. Learnbucks, promotions from within, and a clear path to Training Manager.

• Collaboration: Together we achieve more. You'll partner constantly with CSMs, Implementation, Technical Consultants, Sales, and our Technical Writer.

• Transparency: Clarity inspires trust. It's why our salary range is right here in this ad.

• Curiosity: Open minds ignite change. You'll dig into why adoption stalls and experiment with how to fix it.

• Integrity: Integrity leads, actions follow. You'll give clients honest guidance, even when it's not what they hoped to hear.

Ready to Join Our Community?

You'll report to our Senior Director, Learning, and collaborate daily with CSMs, Implementation, Technical Consultants, Sales, and our Technical Writer. This is a remote-first, US-based role. We're open to candidates across the country, with a preference for Central and Midwest time zones to make client travel smoother. We expect roughly monthly travel to strategic clients, plus our two Chicago summits a year. We're ready to welcome the right person soon, so don't sit on this one.

One Last Thing

We're not just hiring a Training Consultant. We're adding someone to our community who'll help our clients feel capable and confident, and who'll make our team better just by being part of it. If that sounds like you, we'd love to meet you.

Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.