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Transfer Agency Training Architect; Onboarding & E‑Learning

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Ultimus Fund Solutions
Apprenticeship/Internship position
Listed on 2026-10-02
Job specializations:
  • Education / Teaching
    Training Instructor / Specialist
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Transfer Agency Training Architect (Onboarding & E‑Learning)

The Transfer Agency Trainer at Ultimus Fund Solutions leads the design, development, and delivery of formal training programs for the Transfer Agency. You will partner with stakeholders across departments to map training roadmaps and work with clients using the Transfer Agency systems.

Responsibilities include creating e-learning content, updating materials, onboarding new associates, and continually improving training effectiveness. Strong communication and program management are essential.

We would love to welcome a new Transfer Agency Training Architect (Onboarding & E‑Learning) to our organisation in United States.

As a Transfer Agency Training Architect (Onboarding & E‑Learning), you will play an important part at Ultimus Fund Solutions in United States.

We invite applications for the Transfer Agency Training Architect (Onboarding & E‑Learning) position located in United States.

The following position is for a Transfer Agency Training Architect (Onboarding & E‑Learning) with Ultimus Fund Solutions.

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