**Procedure & Knowledge Document Creation** + Develop, write, and maintain **operational job procedures** that support workflow consistency and compliance across teams. + Translate complex processes into **clear, user-friendly documentation** that can be easily understood by advisors and internal staff. + Partner with subject matter experts to ensure procedures are accurate, up to date, and aligned with regulatory or organizational standards. **Advisor-Facing Transition Guides** + Create and update guides to help financial advisors **transition between brokerage firms** , ensuring content is clear, compliant, and aligned with industry standards. + Work with transition teams to gather requirements, validate steps, and ensure that guides accurately reflect the onboarding/transition journey. + Design content that anticipates advisor needs, offering step-by-step instructions, FAQs, and troubleshooting guidance. **Training Content & Student Guides** + Develop **student training guides, workbooks, and reference materials** for onboarding programs and continuing education. + Standardize complex processes into teaching modules that support both virtual and instructor-led learning environments. + Collaborate with training facilitators to ensure all content reinforces learning outcomes and usability. **Training Video Production** + Script, design, and produce **training videos** , including voiceover, screen recordings, and visual assets. + Manage the end-to-end video development process—storyboarding, editing, quality review, and publishing. + Maintain a library of training videos, ensuring content remains accurate as processes evolve. **Tool Updates & Content Maintenance** + Regularly assess and update **internal tools, templates, and job aids** to ensure they reflect current workflows and policies. + Work with product owners and operational teams to gather updates, identify gaps, and integrate improvements into documentation. + Monitor feedback and analytics to optimize tools and materials for clarity, efficiency, and user adoption. **Cross‑Functional Collaboration** + Partner with operations, training, compliance, and technology teams to gather inputs and verify content accuracy. + Support change management efforts by providing clear communication and updated materials during system or process changes. + Ensure all content is aligned with organizational tone, branding, and accessibility guidelines. **Quality Assurance & Governance** + Conduct routine reviews to identify outdated or inconsistent content and implement updates proactively. + Maintain version control, ensuring all documents are tracked, formatted consistently, and stored in the correct repositories. + Ensure that all content meets regulatory requirements and is approved by the appropriate stakeholders.