CareerPlan

Fund Accounting Training Consultant

Tempe, AZ, USFull-time$68k–$112k2026-10-20 → 2026-11-10
No visa sponsorship

Core

Design, develop, and deliver training solutions and curriculum for the Fund Accounting function, supporting business unit learning objectives and system rollouts.

Role type

Training Consultant (Fund Accounting domain)

Builds

Functional training programs, new hire curricula, and learning interventions for Fund Accounting operations

Domain

Wealth Management / Fund Accounting

Required skills

Fund Accounting operations knowledge, ADDIE instructional design, curriculum development, stakeholder management, project planning, system rollout training

Preferred skills

Knowledge of GIO InvestOne/Enterprise accounting platform, experience with Captivate/Articulate/Easy Generator, Power BI, Copilot, Microsoft 365 tools

Technologies

GIO InvestOne, Enterprise accounting platform, Captivate, Articulate, Easy Generator, Power BI, Copilot, Microsoft 365

Responsibilities

Translate business outcomes into learning objectives, design and deliver training programs, evaluate program effectiveness, mentor junior staff, coordinate i2i and new hire curricula, support system rollouts

Seniority

Mid-level, hands-on IC