Career Opportunities

Education Systems Manager

Kitces.com is hiring an Education Systems Manager who will be responsible for maintaining the LMS and software systems, along with the associated data reporting, to support the live virtual events, courses, and continuing education (CE) for Kitces Education. Specifically, this individual will own the Learning Management System (LMS), our webinar/events platform (BigMarker), and all related data reporting, as well as programs and reporting activities relating to CE and our forthcoming course development community. In addition, the successful candidate will be integral in identifying and implementing process efficiencies, as well as helping to identify new software needs, as our Educational offerings grow over time. 

 

So if ‘nerding out’ on Learning Management Systems is your jam, you like to measure the quality of a week by the number of items you manage to cross off your checklist and love to time-block to make sure it all gets done, you have an insatiable desire to Sherlock Holmes your way to the bottom of every number that comes out of a data reporting system, and have been known to get so frustrated with manually repeated spreadsheet processes that you sometimes write your own macros to automate them, this job may be a great opportunity for you! 

 

 

Description/Responsibilities 

This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Director of Education as a member of the Education Team.  

 

 

Core responsibilities include following: 

 

Learning Management System Responsibilities:  

– The Education Systems and Data Reporting Manager will own the administration of the LMS 

– Be the resident LMS expert, which includes what we currently use as well as learning management systems in general 

– Strong knowledge of xAPI and SCORM standards and their impact on course development and distribution 

– Upload and maintain course materials 

– Support Member Services by researching LMS questions and issues 

– Support other departments with LMS needs as well as any integrations relating to platform, marketing, and customer engagement 

– Research and advise on LMS options as well as overseeing any migrations to a new LMS, if such action occurs 

– Maintain and deliver routine and ad hoc data reporting 

– Work with the LMS provider to address any issues or needs 

– Any other duties or responsibilities relating to the administration of the LMS 

 

Webinar System Responsibilities: 

– Act as the resident webinar system expert  

– Support the Education Events Manager with building out sessions 

– Publish webinar recordings and post them to the Kitces.com member section 

– Support the Education Events Manager in the delivery of live events by managing technical webinar systems tasks or troubleshooting technical issues 

– Maintain and deliver routine and ad hoc data reporting 

 

Continuing Education (CE)-related responsibilities: 

– Owns the CE administration process 

– Submit information for CE approval to the applicable organizations 

– Responsible for entering quizzes and all related information for new CE offerings into the appropriate areas of the site 

– Responsible for the creation of CE reports and submitting CE filings to the applicable organizations  

– Support the Director of Advisor Education in maintaining CE accreditation requirements for various continuing education types/entities 

– Act as a liaison with partner CE sponsoring organizations as well as oversee the implementation of any new partnerships 

– Support Member Services by researching CE admin-related questions and issues 

 

Kitces Educational Review Board (KERB) 

– Maintain all data relating to committee member reviews, points, or other methods of tracking 

– Manage educational content and informational located on the LMS 

– Update and committee reporting, such as leader boards 

– Maintain committee member records and membership status 

 

Data reporting 

– Maintain and update Education Department data and reports, including entering data in weekly and monthly reports 

– Run ad hoc reports as needed for leadership, managers, and team members 

– Create spreadsheets and other delivery methods that best communicate data needs 

– Ensure the consistency and integrity of data and data sources  

 

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!    

 

Key Candidate Traits 

The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values. 

 

Core Values 

• Do the Right Thing 

• Advisors First 
• Be the Trusted Source 
• Deposit More Than We Withdraw 
• No A$$holes 
• Get Your Nerd On 

 

The candidate should also be highly adept at both written and verbal communication to educate, both within our virtual team, and to our financial advisor audience, and be capable to meeting specific content production deadlines. They must also be comfortable and adept at learning new systems, trouble shooting and solving issues, and being the team go-to expert. A strong ability to learn new processes but to identify and implement areas for improvement is a must. The candidate should be extremely organized with an ability to prioritize tasks and projects and be comfortable tracking, recording, and managing data.  

 

Notably, the Kitces platform itself is also growing and evolving. As a result, we are looking for people who seek to be challenged to learn, grow, try new things, and will bring fresh perspectives to the team.  

 

Candidates must be U.S. Citizens and work primarily within the United States. 

 

Experience in all facets of LMS administration is required. Experience with the LMS selection process is preferred. Expert proficiency in excel is required. 

 

 

Compensation/Benefits 

Base salary $60,000 – $75,000/year (depending on experience) 

Available bonus up to 12% of base salary, payable at up to 3%/quarter, for meeting Members Section net growth targets 

$2,500 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education 

$2,000 budget for technology hardware/software or related office materials 

$2.500 conference budget 

Paid membership in a relevant membership association  

15 days of paid time off for combined vacation + sick, plus 6 national holidays 

Participation in company 401(k) plan 

Participation in company health insurance plan 

 

To Apply: 

Interested candidates for the Education Systems Manager should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position. 

Associate Curriculum DesigNerd

***We are no longer accepting applications for this position***

Kitces.com is hiring an Associate Curriculum DesigNerd (ACD) who will be responsible for working with instructors, subject matter experts (SME), and advisors to define, outline, and write high-quality educational skills-building course content for Financial Advicers. The ACD plays an integral role on the Advisor Education team by leading the course creation process throughout the preparation and iterative design phases, which will culminate in the delivery of a comprehensive design blueprint outlining course content to advance key Financial Advicer skills. In addition, the ACD will be a key Kitces presence in the planning community, by building relationships with and working with financial planning experts, and through the leadership of our Kitces Education Review Board (KERB).  

 

So if you have a passion for educating and training Financial Advicers, are excited about the idea of being able to lead a new style of skills-centric training approach for Financial Advicers, want to be at the center of working with leading subject matter experts and future-oriented advisors, and love to ‘nerd out’ on technical financial concepts and then figure out how to teach other advisors what you’ve learned, this job may be for you! 

 

 

Description/Responsibilities 

This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Director of Education as a member of the Education Team.  

 

Core responsibilities include following: 

-Lead the preparation and design phases for 2-3 courses annually. 

-Work with leadership, team members, and by using our internal selection process to define course topics. 

-Work with instructors and SMEs to create course learning objectives, curriculum outlines, and instructor PowerPoint presentations. 

-Facilitate job task analysis sessions with financial advisors to understand practical, on-the-job application of the course curriculum.  

-Coordinate and work with the Kitces Education Review Board (KERB) to facilitate a process of iterative curriculum reviews, focusing on the clarity and delivery of the information. 

-Write course content, informational summaries, case studies, questions, and other learning material content such as workbooks and handouts. 

-Develop advisor job aids and resources, or facilitate their development, which could include tools such as spreadsheet calculators.  

-Partner with Course Developers to determine learning interactions best suited to deliver the content in a manner that teaches learners to practically apply skills in real world, on-the-job settings.   

-Create and deliver a final course blueprint to the Course Developer.  

-Maintain source documentation for courses (ex: the Word docs of all questions). 

-Facilitate annual course content reviews and update the information in the source docs. 

-Be point of contact to Members Services to answer questions on any Member inquiries related to content questions 

 

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!    

 

Key Candidate Traits 

The ACD should be able to speak the language of an advisor. The successful candidate must also have strong writing skills, specifically, the ability to frame and communicate technical financial concepts in a manner that optimizes learning. Experience and knowledge in adult learning and instructional design are a bonus, but not required. Finally, the ACD must have exceptional relationship building skills as well as the ability to interview and extract information from our course development partners.  

 

 

The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values. 

 

Core Values 

• Do the Right Thing 
• Advisors First 
• Be the Trusted Source 
• Deposit More Than We Withdraw 

• No A$$holes 
• Get Your Nerd On 

 

The candidate should also be highly adept at both written and verbal communication to educate, both within our virtual team, and to our financial advisor audience, and be capable to meeting specific content production deadlines.  

 

Notably, the Kitces platform itself is also growing and evolving. As a result, we are looking for people who seek to be challenged to learn, grow, try new things, and will bring fresh perspectives to the team.  

 

Requirements 

Strong financial knowledge and CFP certification is required; advanced degrees and/or certifications, such as a master’s in financial planning, is highly preferred. Client-facing financial planning experience is highly desirable, both in practice and from a technical knowledge standpoint. 

 

Candidates must be U.S. Citizens and work primarily within the United States. 

 

Compensation/Benefits 

Base salary $55,000 – $75,000/year (depending on experience) 

Available bonus up to 12% of base salary, payable at up to 3%/quarter, for meeting Members Section net growth targets 

$5,000 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education 

$2,000 budget for technology hardware/software or related office materials 

$3,000 conference budget 

Paid membership in Financial Planning Association or NAPFA (Curriculum DesigNerd’s discretion) 

15 days of paid time off for combined vacation + sick, plus 6 national holidays 

Participation in company 401(k) plan 

Participation in company health insurance plan 

 

To Apply: 

Interested candidates for the Associate Curriculum DesigNerd should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position. 

 

Associate Financial Planning Nerd

Kitces.com is hiring an Associate Financial Planning Nerd who will be responsible for writing and supporting the creation of original Nerd’s Eye View articles (and doing the associated research and analysis) on topics of interest to the financial advicer community, supporting our financial planning Resources with timely updates, supporting on the development of our speaker presentations, and providing other support as needed to the Advisor Education team in the creation of our Members Section content.

So if the idea of being able to just ‘nerd out’ on financial planning, tax strategies, and research all day long excites you, you enjoy continuously learning and sharing that learning journey with others (and figuring out the best way to teach and communicate those concepts), are excited to support industry-leading thought leaders and developing your own expertise in service to the financial advicer community, and want to join the most trusted source of quality and relevant information in the financial planning industry (as well as a team that actually lives by the values they talk about)… then this is the job for you!

Description/Responsibilities
This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Managing Editor as a member of the Editorial Team, and work directly to support Chief Financial Planning Nerd Michael Kitces.

Core responsibilities include following:

Annual Content Creation Responsibilities:
– Creation of 12 full-length articles for Nerd’s Eye View (1 every month) throughout the calendar year, including all related research and analysis, following the Kitces 3x3x3 content framework
– Support the blog creation process as need, including the development of relevant blog graphics to present key information, and supporting spreadsheet models where necessary to analyze key topics or issues
– Support the process of collecting and posting updated information for Kitces Resources
– Provide backup support to Senior Technical editor and Senior Financial Planning Nerd

Curation Responsibilities:
– Monitor industry trade and other publications for potential articles for Weekend Reading recap or social media sharing
– Support identification of prospective topics or Guest authors for Nerd’s Eye View blog posts
– Assist in reviewing Guest Post submissions to determine if appropriate to accept into the editing process

Other Responsibilities/Opportunities:
– Support in the creation of new or updated PowerPoint slide presentations based on existing articles and other site content

Future Opportunities:
– Serve as a paid Kitces Speaker for webinars or in-person conference events
– Provide consulting services as a part of Kitces Consulting

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!

Key Candidate Traits
The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values.

Core Values
• Do the Right Thing
• Advisors First
• Be the Trusted Source
• Deposit More Than We Withdraw
• No A$$holes
• Get Your Nerd On

The candidate should also be highly adept at both written and verbal communication to educate, both within our virtual team, and to our financial advisor audience, and be capable to meeting specific content production deadlines.

Notably, the Kitces platform itself is also growing and evolving. As a result, we are looking for people who seek to be challenged to learn, grow, try new things, and will bring fresh perspectives to the team.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

The successful candidate will have completed their CFP certification, and a Master’s degree or other advanced designations are desirable. Direct planning experience with clients is a positive, but not required.

Compensation/Benefits
– Base salary $50,000 – $70,000/year (depending on experience)
– Available bonus up to 12% of base salary (payable at up to 3%/quarter), determined by meeting key Members Section metrics
– $5,000 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education
– $2,000 budget for technology hardware/software or related office materials
– $3,000 conference budget
– Paid membership in Financial Planning Association, NAPFA, and/or other relevant membership associations
– 15 days of paid time off for combined vacation + sick, plus 6 national holidays
– Participation in company 401(k) plan
– Participation in company health insurance plan

To Apply:
Interested candidates for the Associate Financial Planning Nerd should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position.