Advisor Learning & Development Consultant

Create connections that move people and business forward.

About the Role

The individual is primarily responsible for conducting training needs analyses identifying gaps in advisor knowledge, skills, and mindset designing and delivering targeted learning solutions and tracking and measuring training effectiveness to ensure desired business outcomes across all levels.

• SCOPE: New and Tenured Advisors
• Conduct thorough training needs assessments to identify gaps in Advisor knowledge, skills, and mindset.
• Develop and implement innovative and data-driven training solutions that address identified gaps and align with organizational goals.
• Create engaging and effective training materials, including presentations, workshops, e-learning modules, and other relevant resources.
• Collaborate with subject matter experts to ensure accuracy and relevance of training content.
• Monitor and evaluate training program effectiveness, gather feedback, and make continuous improvements based on data-driven insights.
• Implement tracking mechanisms to measure the impact of training on key performance indicators and desired outcomes.
• Stay current with industry trends and best practices in learning and development to introduce fresh ideas and innovative approaches.
• Cascade and accredit relevant advisor training programs to trainers and training managers
• Validates conduct and delivery of advisor training programs done by trainers and training managers
• Other functions: Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements

Minimum Job Requirements:

• Bachelor's degree in Human Resources, Education, Organizational Psychology, or a related field (Master's degree preferred).
• Proven experience in conducting training needs analyses, designing effective training programs, and measuring training impact.
• Strong understanding of adult learning principles, instructional design methodologies, and performance improvement techniques.
• Excellent communication and presentation skills, with the ability to engage and inspire diverse audiences.
• Proficiency in using various training technologies and tools, including learning management systems and e-learning software.
• Analytical mindset with the ability to collect, analyze, and interpret data to inform training strategies.
• Strong project management skills, with the ability to manage multiple initiatives simultaneously and meet deadlines.
• Collaborative and adaptable, with a customer-centric approach to training design and delivery.