Responsibilities
- Collaborate superbly with peers and colleagues across the firm to understand and identify core learning needs of the advisor community
- Build relationships with internal subject matter resources (SMR) and facilitate the transfer of knowledge from SMR, as needed
- Translate knowledge and information into learning & development content for consumption in various venues (virtual, live, self-study, etc.)
- Own, manage and deliver various learning projects and initiatives such as live learning events, etc.
- Update training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
- Review her/his own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
- Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed
Requirements
- Bachelor’s degree
- 3+ years’ experience in designing and delivering educational content
- Advanced written and verbal communication skills
- Critical thinker: able to understand core objectives and creatively solve for methods to achieve them
- Demonstrate personal initiative, organization, and time management skills to be able to consistently meet deadlines
- Deep understanding and appreciation for our primary constituents with a continual mindset of what we can create to educate and inspire them
- Enthusiastic, quick, and ongoing learner
- Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment
- Desire to help others
Benefits
- annual cash bonus
- comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
Work Arrangement
Hybrid
Team
Structure: Advisor Learning & Development Team
Additional Information
- Travel up to 20%
- This position is an exempt position.