Learning and Development

• Facilitate advanced, high-impact, or enterprise-wide training programs
• Design and deliver learning pathways and Train-the-Trainer sessions
• Apply adult learning theory to manage cognitive load and retention
• Evaluate learning effectiveness using assessment and evaluation data
• Coach trainers and managers on facilitation effectiveness and learning transfer
• Diagnose performance gaps and recommend learning or performance support solutions
• Leverage technology and AI tools to enhance learning design and delivery
• Partner with business stakeholders to support change initiatives

Corporate Trainer

Operations

• work under the direction of the Managing Director to prepare financial plans
• coordinate the workflow through the creation and maintenance of systems
• assist in the daily function and activities with financial professional offices
• serve as a knowledge leader using financial planning expertise
• continually keep up with financial planning trends and identify relevant opportunities
• manage the documentation of processes and procedures
• professionally interact with financial professionals and their staff
• assist with the promotion of Spire Outsourcing’s services
• build and maintain relationships with CFP Board registered degree programs

Operations Liaison

Vice President

• lead the end-to-end coordination and completion of M&A transactions
• ensure seamless alignment between strategy, diligence, deal execution, and integration planning
• partner closely with executive and senior leadership, business development, finance, legal, HR, IT, and business unit stakeholders
• own end to end execution, setting and driving timelines, milestones, and decision gates from diligence through pre- and post-closing of transactions
• identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle
• establish and maintain M&A playbooks, tools, and governance frameworks
• serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade-offs, and decisions required.

VP, Strategic Acquisitions

Client Services Representative

• Support financial advisors and their clients with exceptional service and operational excellence
• Provide courteous and professional support through phone, email, and occasional in-person interactions
• Review workflows and paperwork for accuracy and completeness
• Prepare professional correspondence and documents to support advisors and clients

CIR

Corporate Trainer

Operations Liaison

VP, Strategic Acquisitions

Client Services Consultant