Position Purpose

The Tamarind Learning (TL) e-Learning Training & Development Specialist will report to the CEO and work collaboratively with the Tamarind Learning Team. In this role, the Training & Development Specialist will manage and coordinate Tamarind Learning training and development to ensure a positive onboarding and users’ learning experience with respect to new learners, cohorts, and enterprise clients. The Training & Development Specialist will be a self-motivated professional capable of wearing multiple hats, is experienced in handling a wide range of duties and client support-related tasks, and able to work independently with little or no supervision. Well organized, flexible, and enjoys the challenges of supporting an e-learning platform and working with remote clients. The Training & Development Specialist will participate in the ongoing build-out and development of the Tamarind Learning Management System and should strive to contribute a best-practices philosophy in all functional areas, including improving workflow, simplifying reporting procedures, and enhancing service delivery to prospective and current users.

Key Contributions

 Tamarind Learning Training & Development:

• Develop and document the training and procedures for onboarding new users
• Manage and maintain training checklist templates for each program
• Develop and manage electronic training materials
• Point person for training and support ticket training questions and concerns
• Support with the organizing and scheduling of prospect calls/meetings, mentoring calls/meetings, and enterprise calls/meetings
• Maintain records and notes for all calls, meetings, and enterprise relationships
• Manage and support the onboarding process for new users including family offices, institutions, and individuals
• Assist with special projects as needed
• Provide backup and assistance to TL team members
• Project management, including tracking deadlines and delivery of work projects, TL updates, and development

 Systems Analyst:

• Assists with document management system for TL including core learning assets, images, videos, documents, picture files, and storage systems
• Assist with update and implementation of records retention policy
• Maintain database of relationships and business development leads

 Ideal Candidate Qualities

• Proven e-learning management, administrative, or business analyst experience
• Strong computer skills and ability to understand and operate Tamarind Learning Management System
• Knowledge of e-learning management responsibilities and procedures
• Excellent time management skills and ability to multitask, prioritize work, and achieve milestones and deliverables
• Ability to adapt to changes in direction quickly and respond effectively to client or prospective users’ requests/needs
• Detail-oriented, dependable, ability to plan, well organized, complete work with minimal or no supervision
• Proven ability to solve problems
• Excellent written and verbal communication skills
• Knowledge of instructional design, remote learning, financial, investment, business, and management principles
• Aptitude to understand highly technical topics
• Ability to communicate effectively with advisors, owners, and young adult family members with respect to their needs and expectations for Tamarind Learning
• Exhibit utmost care, integrity, diplomacy, and grace with client, advisor, and prospect communications
• Proven ability to work within a team

Technology Skills

 Expert in the following:

• Microsoft 365 – Excel, Word, PowerPoint
• Google Suite

 Proficient in the following:

• Adobe Acrobat
• GoToMeeting
• Zoom

  Familiar with the following:

• DropBox
• Adobe Premiere
• Adobe Photoshop
• Canva
• Zello
• Zoho One

Education and Experience

• Bachelor’s degree in related field required
• Master’s degree preferred
• Family Office experience preferred
• Experience with wealth management preferred

Job Type: Full-time, Contract to Permanent

Location:  Waukesha, WI and remote

The expectation is that this individual works a minimum of two days a week in the office. Ability to work remotely up to three days a week after the first onboarding month.

Competitive compensation, commensurate with experience and skillset. Generous benefits package includes medical, paid time off, and 401(k) plan with matching contributions.

Background checks and execution of a nondisclosure agreement are required. This position will include highly confidential family, family office, and company information. Strict confidentiality is required.

Position Purpose

The Tamarind Learning (TL) e-Learning Administrator will report to the CEO and work collaboratively with the Tamarind Learning Team. In this role, the Administrator will manage and coordinate Tamarind Learning administration and procedures to ensure a positive onboarding and users’ learning experience with respect to new learners, cohorts, and enterprise clients. The Administrator will be a self-motivated professional capable of wearing multiple hats, is experienced in handling a wide range of online administrative duties and client support-related tasks, and able to work independently with little or no supervision. Well organized, flexible, and enjoys the challenges of supporting an e-learning platform and working with remote clients. The Administrator will participate in the ongoing build-out and development of the Tamarind Learning Management System (TLMS) and should strive to contribute a best-practices philosophy in all functional areas, including improving workflow, simplifying reporting procedures, and enhancing service delivery to prospective and current users.

Key Contributions

 Tamarind Learning Administration & Analyst:

• Develop and document policies and procedures for the TLMS
• Manage and maintain templates for each program and manage FAQs
• Point person for customer service and support ticket questions and concerns
• Support with the organizing and scheduling of calls/meetings, mentoring calls/meetings, and enterprise calls/meetings
• Maintain records and notes for all calls, meetings, and enterprise relationships
• Organize TL FAQs, administrative operations, invoicing, and procedures
• Coordinate the onboarding process for new users including family offices, institutions, and individuals
• Assist with social media
• Assist with curriculum and content development
• Assist with special projects as needed
• Provide backup and assistance to TL team members
• Project management, including tracking deadlines and delivery of work projects, TL updates, and business development
• Work with COO to manage, review, and proof contracts and invoicing

 Information & Systems Administration:

• Ensure online filing systems are maintained and current
• Ensure security, integrity, and confidentiality of data is protected and maintained
• Assists with document management system for TL including core learning assets, images, videos, documents, picture files, and storage systems
• Assist with update and implementation of records retention policy
• Maintain database of relationships and business development leads

Ideal Candidate Qualities

• Proven e-learning management, administrative, or business analyst experience
• Strong computer skills and ability to understand and operate Tamarind Learning Management System
• Knowledge of e-learning management responsibilities and procedures
• Excellent time management skills and ability to multitask, prioritize work, and achieve milestones and deliverables
• Ability to adapt to changes in direction quickly and respond effectively to client or prospective users’ requests/needs
• Detail-oriented, dependable, ability to plan, well organized, complete work with minimal or no supervision
• Proven ability to solve problems
• Excellent written and verbal communication skills
• Knowledge of remote learning, financial, investment, business, and management principles
• Aptitude to understand highly technical topics
• Ability to communicate effectively with advisors, owners, and young adult family members with respect to their needs and expectations for Tamarind Learning
• Exhibit utmost care, integrity, diplomacy, and grace with client, advisor, and prospect communications
• Proven ability to work within a team

Technology Skills

 Expert in the following:

• Microsoft 365 – Excel, Word, PowerPoint
• Google Suite

 Proficient in the following:

• Adobe Acrobat
• GoToMeeting
• Zoom

 Familiar with the following:

• DropBox
• Adobe Premiere
• Adobe Photoshop
• Adobe Captivate
• Adobe Illustrator
• Canva
• Zello
• Zoho One

Education and Experience

• Bachelor’s degree in related field required
• Master’s degree preferred
• Family Office experience preferred
• Experience with wealth management preferred

Job Type: Full-time, Contract to Permanent

Location:  Waukesha, WI and remote

The expectation is that this individual works a minimum of two days a week in the office. Ability to work remotely up to three days a week after the first onboarding month.

Competitive compensation, commensurate with experience and skillset. Generous benefits package includes medical, paid time off, and 401(k) plan with matching contributions.

Background checks and execution of a nondisclosure agreement are required. This position will include highly confidential family, family office, and company information. Strict confidentiality is required.

The ideal candidate will have strong creative skills and a portfolio of work that demonstrates their passion for illustrative design and typography. This candidate will have experience in working with numerous different design platforms such as digital and print forms. 

Position Purpose:

• Graphic Illustration and Design – Support the eLearning planning process, manage and develop education materials including creating original visuals, graphics, icons or emblems, learning tools, online visual aids, and interactive designs; source imagery and/or photography for eLearning applications, as well as for marketing materials including invitations, ecards, articles, blogs, website or other product development. support company communications and public relations initiatives and maintain branding standards (logos, colors, presentation development, and design development); work with eLearning vendors and marketing agencies as required.
• Collaborate with the team to ensure consistency of designs across various media outlets
• Create compelling and effective educational graphics, images, designs, eLearning, and digital media
• Maintain awareness of current industry and technology standards, social media, competitive landscape and market trends

Qualifications:

• Bachelor's degree in Graphic Design or related field
• 2-4 years of experience in graphic design
• Proficient in Adobe Creative Suite (Captivate, illustrator, etc.)
• Strong communication, conceptual thinking, typography skills, and design skills
• Portfolio of work

Personal Skills:

• Creative, Excellent Graphic Design Skills
• Proactive, Takes Initiative
• Self-starter and Autonomous Worker with an Ability to Work Well Virtually
• Strong work Ethic and Self-Directed
• Excellent Verbal and Written Communication Skills
• Analytical, Critical Thinker
• Strong Organizational and Time Management Skills

Software/Programming Skills:

• Expert in PowerPoint, Word, and Excel
• G Suite
• Adobe Suite – Especially Adobe Illustrator and Captivate a plus
• HTML & CSS
• Word Press

Preferred Software/Programming Skills:

• SEO
• Hootsuite or other Social Media management software
• MailChimp or other email management software
• Learning Management System Software

Preferred Experience/Skills:

• Web Development
• ELearning/EdTech
• Marketing
• Graphic Design
• Process Development
• Research & Development, including survey design, administration, and analysis
• Survey Monkey research software
• Database Management