About The Position
The Learning Performance Consultant is a strategic learning partner within Field Learning’s Practice Desktop Team. The team designs and delivers learning experiences, resources, and adoption strategies to help branch teams maximize the value of Practice Desktop capabilities, including Salesforce, AI-powered tools, and other branch technologies. The consultant partners with field leaders, branch teams, and home office stakeholders to translate business priorities and technology enhancements into engaging learning experiences that support adoption, proficiency, and behavior change. The role uses learning and performance consulting practices, adult learning principles, and learner insights to develop and deliver learning journeys, resources, and performance support tools. Through facilitation, coaching, stakeholder partnership, and continuous improvement, the consultant helps branch teams build capability and confidence and adopt new technologies and ways of working.
Requirements
- Bachelor's degree required.
- At least 5 years of experience in corporate learning, learning and development, performance consulting, instructional design, organizational development, or a related field.
- Experience leading the design and implementation of learning and performance initiatives from concept through delivery.
- Experience facilitating Design Thinking workshops, learner discovery sessions, user research activities, or similar collaborative design processes.
- Knowledge of learning sciences, instructional design, assessment methodologies, and adult learning principles.
- Experience designing, developing, and implementing learning journeys, training programs, or performance support solutions.
- Understanding of systems thinking, root cause analysis, and performance improvement methodologies.
- Experience managing multiple projects and stakeholders in a matrixed environment.
- Financial services industry experience.
- Brinkerhoff Architect Certification required within six months of hire.
Nice To Haves
- Master's degree in Education, Organizational Psychology, Human Capital Management, Learning & Development, or a related field.
- Advanced expertise in learning sciences, instructional design, assessment, and modern learning methodologies.
- Experience measuring learning effectiveness and linking learning solutions to business outcomes, performance metrics, or KPIs.
- Experience conducting user experience research or learner research to inform learning strategies.
- IBM Design Thinking Practitioner Badge or similar Design Thinking certification.
- Experience leading cross-functional teams, programs, or enterprise learning initiatives.
- Experience developing learning strategies with business stakeholders and subject matter experts.
- Experience curating learning resources from internal and external sources.
Responsibilities
- Establish trusted partnerships with business leaders across the organization and translate business outcomes and strategy into performance outcomes, moments-that-matter applications, learning objectives, and targeted learning interventions.
- Informally lead the strategy, design, and execution of learning and performance initiatives as part of a cross-functional team, including creating learning journeys, facilitating learner-centered design, conducting learner research, co-creating with end users, prototyping experiences, and ensuring quality at speed and scale.
- Apply learner experience research, insights, adult learning principles, processes, technology, techniques, and measures to recommend, implement, and optimize learning experiences that achieve business outcomes.
- Partner with insights and analysis teams to design research projects, test-and-learn activities, measurement plans, KPIs, and feedback loops; identify opportunities, formulate and validate recommendations, monitor performance, evaluate impact, and anticipate future needs.
- Partner with internal stakeholders and established vendors to curate and incorporate appropriate resources into learning and performance initiatives.
- Mentor design teammates through modeling, feedback, and coaching to support quality outcomes and internal talent development.
- Stay current on Learning & Development research and practices, experiment with new applications and processes, and optimize learning experiences, business outcomes, teammate development, and Enterprise Learning capabilities.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage
- Basic life and AD&D coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning January 1 each year
- Sick time
- Personal days
- Paid day for volunteerism
- Potential bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
