Senior Learning & Development Specialist

The e-Learning Training Specialist plays a critical role as an internal partner to our Service platform and other stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate and coordinate training and work alongside multiple departments or independently.

The e-Learning Training Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing and delivering training content to both Service associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and operational efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates.

What you will do:

Deliver professional, technical and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner

Work alongside other departments to ensure all new branch staff members are offered proper training

Develop/Manage content for new system enhancements using cutting edge training technology such as Brainshark and approved AI tools

Expand Cetera’s Training Catalog to include Practice Management focused courses

Customize training programs to meet the needs of our business

Perform miscellaneous duties related to training and development

Analyze feedback from advisors to identify solutions and opportunities to meet core training needs

Work with project managers during project development to identify system inefficiencies and solutions for advisors

Use discretion on daily training items that escalate from the engagement teams

What you need to have:

Ability to use independent judgment and discretion when identifying and prioritizing training needs

Training or similar experience preferred

Excellent presentation, verbal, and written communication skills as well as strong interpersonal and relationship-building skills

Research skills, analytical and creative problem-solving skills, questioning and feedback skills; customer service orientation; commitment to quality, responsibility, high work standards, and willingness to take initiative

Experience with preparation and facilitation of training courses, both live and online

Experience designing training materials and user guides

Knowledge of diverse learning concepts and the ability to understand the audience and apply the most appropriate principles

Microsoft Office Skills

What is nice to have:

Bachelor's degree preferred

Financial services experience

Experience with AI, Big Tin Can, and other Articulate 360 tools preferred

Series 7 desired but not required

Compensation:

The base annual salary range for this role is $55,000 to $70,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Description

The e-Learning Training Specialist plays a critical role as an internal partner to our Service platform and other stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate and coordinate training and work alongside multiple departments or independently.

The e-Learning Training Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing and delivering training content to both Service associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and operational efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates.

What you will do:

Deliver professional, technical and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner

Work alongside other departments to ensure all new branch staff members are offered proper training

Develop/Manage content for new system enhancements using cutting edge training technology such as Brainshark and approved AI tools

Expand Cetera’s Training Catalog to include Practice Management focused courses

Customize training programs to meet the needs of our business

Perform miscellaneous duties related to training and development

Analyze feedback from advisors to identify solutions and opportunities to meet core training needs

Work with project managers during project development to identify system inefficiencies and solutions for advisors

Use discretion on daily training items that escalate from the engagement teams

What you need to have:

Ability to use independent judgment and discretion when identifying and prioritizing training needs

Training or similar experience preferred

Excellent presentation, verbal, and written communication skills as well as strong interpersonal and relationship-building skills

Research skills, analytical and creative problem-solving skills, questioning and feedback skills; customer service orientation; commitment to quality, responsibility, high work standards, and willingness to take initiative

Experience with preparation and facilitation of training courses, both live and online

Experience designing training materials and user guides

Knowledge of diverse learning concepts and the ability to understand the audience and apply the most appropriate principles

Microsoft Office Skills

What is nice to have:

Bachelor's degree preferred

Financial services experience

Experience with AI, Big Tin Can, and other Articulate 360 tools preferred

Series 7 desired but not required

Compensation:

The base annual salary range for this role is $55,000 to $70,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.