Enablement Analyst

Description

Job Summary: We are seeking a professional to technically strengthen the Enablement team, ensuring quality execution of the Customer Journey and elevating individual and collective performance. Key Highlights: 1. Engaging in the development and training of investment consultants 2. Ensuring technical excellence throughout the customer journey and investment strategies 3. Organizing and maintaining essential documentation for operations **ABOUT CLUBE DO VALOR** The **Clube do Valor** was founded in **2015** with the genuine objective of transforming Brazilians' relationship with money. Over time, we made mistakes and learned significantly. We realized that, for us, two things truly matter: **purpose** (what drives us) and **culture** (who we are and how we act). Our purpose is ambitious: **to bring financial peace of mind to all Brazilians**, enabling each person to live the life of their dreams. To advance toward this purpose, we operate across two complementary fronts: education and investment management. To date, we have impacted over **40,000 Brazilians** through our content and achieved **BRL 5.7 billion** in assets under management and advisory. **OUR VALUES** Our set of values reflects what it means to be an entrepreneur and a partner who delivers VALUE to CDV: * We value results, hard work, and smart work; * We take ownership of our personal and collective growth; * We uphold integrity, transparency, and humility in everything we do; * We are relentless in delighting our customers and audience; * We recognize those who deliver swiftly and adapt quickly. **ABOUT THIS ROLE** Serve as the technical backbone of the Enablement team: ensure CDV consultants execute all stages of the Customer Journey with quality and consistency, adhering to proprietary investment strategies, elevating individual and collective performance—and demonstrating Enablement’s direct impact on business outcomes. **WHAT WE LOOK FOR IN YOU** * Education: Completed or ongoing degree in Engineering, Business Administration, Economics, Data Science, Law, or Psychology * Specific Knowledge: Investments, Finance, and Customer Success. Instructional Design (a plus). * Professional Experience: Prior experience in the Financial Market or Corporate Education is desirable but not mandatory. **WHAT YOU WILL DO** * Ensure technical excellence among consultants executing the Customer Journey, contributing to the quality of investment strategy *pitches*, and reducing client attrition from CDV strategies. * Directly engage in team development and training—participating in Q\&As, correcting *pitches* within the Planner Formation Pathway (PFP), and designing, implementing, and measuring the impact of study exercises, dynamics, and new training models. * Organize, update, and maintain essential operational documentation and support materials (e.g., the Advisor Bible, *playbooks*, and guides), and coordinate the scheduling of training sessions. * Rapidly diagnose technical and behavioral gaps within the team to design high-impact training initiatives, and interpret performance metrics and KPIs to recommend operational adjustments. Demonstrate Enablement’s direct impact on business outcomes—such as improved adherence to strategies and journey stages—and actively contribute to structuring processes, materials, and standards for the area. **OUR BENEFITS** **HEALTH** * **Conexa Saúde:** We value mental health care; therefore, we cover up to 4 therapy sessions per month. * **Health Insurance Plan:** We value our employees’ health! We offer optional enrollment in the Unimed health plan at an affordable cost. * **Total Pass:** Access to an exclusive platform offering workouts, recipes, meditation, gym discounts, and more. **EDUCATION AND DEVELOPMENT** * **CDV Courses:** We provide access to all our courses for employees and up to 2 family members/friends. * **Learning Platforms:** A curated menu of courses available across multiple platforms. **WELL-BEING** * **Work Environment:** We believe in autonomy; thus, our environment is flexible and supportive of member development and growth. * **Maternity and Paternity Leave:** We understand this is a unique moment, so our club members enjoy extended leave benefits. **GROWTH** * **Leadership Development Program (PDL):** We value internal growth and leadership development. Our PDL targets employees pursuing management careers, offering learning pathways, mentorship, and strategic development. * **Specialist Development Program (PDE):** A robust, continuous development journey designed to cultivate top-tier technical leaders within CDV. * **Partner Formation Program (PFPartners):** An opportunity to become an owner of Clube do Valor, with a program designed to transform outstanding talent into partners. **FINANCIAL PEACE OF MIND** * **Multi-Flexible Benefits:** We use the Flash card, allowing you full autonomy to allocate your benefit across transportation, meals, culture, leisure, and other categories. * **Wealth Services:** Discounted Wealth Management and Advisory services for all team members and their families. **MORE INFORMATION ABOUT CDV** * Our website: https://clubedovalor.com.br/ * Our social media: * Instagram: ramirogomesferreira, almeidabfelipe and clube.do.valor * Youtube: Clube do Valor * Linkedin: ClubeDoValor