Sr. Learning Consultant, Training
Core
Design, manage, and facilitate the Trust and Advisory Professional Apprenticeship Advisor Development (PAAD) Program to transition service-focused partners into advisor roles.
Role type
Senior Learning Consultant (Talent Development)
Builds
National PAAD Program, mentor/mentee connections, strategic learning solutions
Domain
Financial Services / Wealth Management / Trust and Advisory
Required skills
End-to-end learning program design and management, Stakeholder consulting and influence, Strategic project management, Performance coaching and feedback, Virtual and in-person facilitation, Process improvement
Preferred skills
Wealth management industry experience, Trust and Advisory discipline knowledge, Learning Management Systems (LMS) proficiency
Technologies
Learning Management Systems (LMS)
Responsibilities
Design and manage the PAAD Program to ensure talent pipeline sustainability, Consult with national and regional leaders to align learning with business objectives, Facilitate mentor/mentee connections and networking opportunities, Deliver and manage virtual and in-person learning sessions, Execute strategic continuing education and professional designation initiatives, Measure program impact on organizational performance
Seniority
Senior, hands-on IC