The Coaching Specialist drives user engagement, proficiency, and success with the eMoney platform through scalable onboarding, coaching, and learning programs. Leveraging adult learning principles and a variety of training methodologies, this role delivers engaging learning experiences that build user knowledge and confidence, and platform proficiency for both new and tenured advisors.
The Coaching Specialist educates and coaches platform users to support onboarding, continued skill development, platform adoption, and effective integration of eMoney into their business workflows.
Success in this position requires strong platform expertise, excellent communication and coaching skills, and the ability to motivate users to apply platform capabilities effectively to achieve their business objectives.
Job Responsibilities
- Serve as a subject matter expert on the eMoney platform, delivering scalable coaching and learning experiences that build user proficiency and support successful integration into advisor workflows.
- Execute onboarding and coaching programs for platform users, monitoring learner progress, satisfaction, engagement, and learning outcomes while adapting to coaching to individual and business needs.
- Drive user participation and continued skill development by proactively supporting learners throughout their journey, encouraging program completion, re-engaging inactive users, and reinforcing continued platform engagement.
- Partner with users and firm stakeholders to identify learning needs, understand business objectives and workflows, and recommend appropriate coaching and learning solutions.
- Maintain firm-specific learning resources and contribute to departmental documentation, processes, standards, and best practices to support a consistent and effective user experience.
- Deliver coaching and training related to platform enhancements, new features, workflows, and best practices to support continued learning and user success.
- Gather and communicate user feedback and learning insights to support the continuous improvement of the coaching programs, learning content, and the overall user experience.
- Guide platform users in leveraging platform capabilities, including marketing and client engagement tools, to maximize value and support their business goals.
- Proactively identify and communicate process, content, and platform-related challenges to management that may impact coaching effectiveness, learner engagement, or overall program outcomes.
- Collaborate with Training, Instructional Design, Product, Client Service, and other cross-functional partners to support consistent learning experiences and evolving user needs.
- Other duties as assigned.
Requirements
- Bachelor’s degree in Education, Instructional Design, Adult Learning, Organizational Development, or a related field; or an equivalent combination of education and relevant professional experience.
- 3+ years of experience in software training, customer education, learning and development, or software consultancy, preferably within the fintech industry.
- Experience in applying adult learning principles in client-facing training, coaching, or learning environments.
- Working knowledge of learning management systems and e-learning tools.
- Working knowledge of financial advisory, financial planning concepts, industry terminology, and financial products preferred.
- Ability to travel up to 15%.
Skills
- Highly self-motivated and adaptable, with the ability to work independently, manage competing priorities, and respond effectively to changing business and learner needs.
- Strong coaching, facilitation, and communication skills, with the ability to adapt delivery approaches to different audiences, learning styles, skill levels, and business needs.
- Strong verbal, written, and interpersonal communication skills, with the ability to clearly communicate technical and non-technical concepts to a variety of audiences.
- Strong analytical and problem-solving skills, with the ability to identify user needs, uncover learning gaps, and recommend effective coaching and learning solutions.
- Strong organizational skills with the ability to manage multiple priorities while maintaining accuracy and attention to detail.
- Ability to develop and maintain expertise in platform capabilities, product enhancements, and relevant industry concepts and translate them into effective learning experiences.
- Strong ability to build collaborative partnerships and work effectively with cross-functional teams, stakeholders, and clients.
- Demonstrated ability to drive learner engagement, deliver effective coaching experiences, and contribute to positive learning and business outcomes.
- Proficient with Microsoft Office applications, including PowerPoint, Excel, and Word.
- Proficient with Salesforce.
The salary range for this position is $65,000 - $85,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
At eMoney, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.
Today, eMoney supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. That reach gives every member of our team the opportunity to contribute to work that makes a meaningful, lasting impact.
We’re equally committed to powering what’s possible for our people. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
