Learning & Development Specialist III

PURPOSE OF JOB:  

The Learning and Development Specialist reports directly to the VP of Learning and Development. This position will develop and deliver innovative learning solutions to enhance organizational effectiveness through tested instructional design theories, practice, and methods.  This will include, but not limited to online and classroom-based course development, job aids, videos, and internal marketing material to communicate offerings.  

The Learning and Development Specialist will conduct training to support the onboarding of new Partners and ongoing development of existing Partners. This may include, but not limited to, New Partner Orientation, operational role-based training, APEX Culture Training, and onboarding plans for Partners. In addition, this position will provide direct coaching to Partners related to skill improvement and job training, conduct training needs assessments, and provide feedback to leadership related to performance improvement and development.   

Lastly, The Learning and Development Specialist will work with various reporting tools, as needed, to collect, analyze, and report on data related to L&D services, including course delivery frequency, course satisfaction data, performance improvement data, and business impact data.

ESSENTIAL RESPONSIBILITIES: 

• Conduct live classroom and virtual/remote training to support the onboarding of new Partners and ongoing development of existing Partners.
• Create engaging learning activities and compelling course content by applying tested instructional design theories, practice, and methods.  
• Incorporate multiple media elements into learning programs including audio, video, animation, simulation, interactive job aids, and other learning support resources.
• Provide timely feedback (per SLA guidelines) to department leaders on the performance and observed skill-gap opportunities of their new hires during training.
• Recommend the best media based on learning objectives and business needs. 
• Coordinate training plans and programs to meet departmental training objectives within an agile project environment.
• Develop and conduct training needs assessments and determines training requirements for new program development.
• Provide direct coaching to Partners related to skills improvement and job training.
• Proactively collaborate and communicate with appropriate internal/external stakeholders to address more complex training gaps to optimize organizational performance.
• Assess training and development needs through the application of a wide range of learning assessment tools.  
• Promote learning independence the development of performance support resources and applications.
• Maintain accurate records and generate training reports.
• Maintains awareness of current best practices and trends in the area of training and organizational development through continuous education.
• Exemplify the desired culture and philosophies of the organization.
• Evaluate effectiveness of training programs through follow up observation and consultation with stakeholders.
• Develop and/or update specific training to meet organizational needs.
• Create, coordinate, and communicate training schedules.  
• Maintain privacy of all employee training and development information.
• Enhance the productivity of employees and their departments through strategically aligned training programs.
• Work effectively as a team member with other members of management and the human resources staff on special projects and assignments. 

We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization.  Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards.   

Financial Partners has several processes in place to communicate with leadership and expects that partners will have a commitment to integrity and uncompromising values.

EDUCATION/EXPERIENCE:

• Bachelor's degree with 2 to 4 years industry experience or equivalent years of experience.
• Proficient in Microsoft Office – Word, Excel, PowerPoint, and Outlook required.
• Effective interpersonal communication skills, both written and verbal.
• Experience working with LMS and course authoring systems a plus, but not required.

OTHER QUALIFICATIONS:

• Ability to work independently and work collaboratively within a diverse environment.
• Excellent role model, highly motivated and able to adapt to change.
• Promote team building and continuous improvement initiatives.
• Maintain a professional demeanor and appearance.
• Able to perform under stressful situations and be flexible in schedules to accommodate business needs.
• Maintain confidentiality at all times.

PHYSICAL DEMANDS:  

The employee is regularly required to apply manual dexterity, including hand/wrist flexibility, for computer keyboarding.   The employee frequently is required to sit for extended periods of time, stand, walk, and reach with hands and arms.   The employee is frequently required to hear and speak in order to use the telephone, make presentations and communicate with people in an office environment.  The employee is occasionally required to sit and stoop, bend, kneel, or crouch.  The employee must occasionally lift and/or move up to 15 pounds.