Talent Development Associate

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co‑invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money:
Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co‑authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co‑invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money.

Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money.

In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

The Talent Development Associate will support the execution of key Talent Development processes and initiatives across the Firm, including onboarding, quarterly reviews, ongoing learning programs, and culture-related activities for the Team. In this role, you will coordinate and support the delivery of Talent Development programs and culture initiatives, publish and maintain coaching content, prepare reporting to track participation and progress, and serve as a point of support for the Team’s learning-related questions.

A central responsibility of this role is the day‑to‑day administration and ongoing improvement of the Firm’s Learning Management System (LMS), ensuring a consistent, high‑quality learning experience for both new hires and existing Team members.

• Administer the LMS on a day‑to‑day basis, including user provisioning, enrollments, learning paths, courses, notifications, and permissions
• Create, publish, and maintain learning content in the LMS (e.g., videos, microlearning, quizzes, and curriculum), partnering with subject‑matter experts across the Firm to ensure accuracy and impact
• Develop dashboards and run recurring reports to track new‑hire and existing Team member enrollment, progress, and completion
• Develop and execute regular training communications and learning tips for the Team to promote continuous learning and development
• Manage the Team’s LMS support queue by triaging and resolving Team member questions, access issues, and course‑related requests
• Monitor learner engagement and outcomes and use data to recommend improvements to content, delivery, and the learner experience
• Maintain the Talent Development SharePoint page, ensuring content is accurate and current
• Assist the Talent Development Team with day‑to‑day tactical and administrative needs to support ongoing programs and initiatives

• Demonstrate high learning satisfaction
• Timely resolution of support requests
• Accurate,…