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
Skills Required
- 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
Amplify Platform Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Amplify Platform and has not been reviewed or approved by Amplify Platform.
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Healthcare Strength — Core medical, dental, and vision coverage is explicitly included, alongside life and short- and long-term disability. Some materials also reference preventative care, mental health services, and fertility support, indicating breadth beyond the basics.
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Retirement Support — A 401(k) plan with employer match is described consistently across public listings. Retirement accounts with match are also noted for eligible employees.
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Leave & Time Off Breadth — Paid time off and paid holidays are part of the package, with several descriptions calling PTO “generous.” There are also indications of paid parental leave and, for some roles, unlimited PTO for salaried employees.
Amplify Platform Insights
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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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