What are the responsibilities and job description for the Senior Learning & Development Specialist position at Candidate Experience site?
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.
Salary : $55,000 - $70,000