Manger, Lending Program Performance (Hybrid

TruStage•Madison, WI

2d•Hybrid

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Program Performance Manager leads the learning and development strategy that empowers our financial institution partners to improve performance through strategic solutions that drive participation and revenue growth. This role designs and delivers innovative, high-impact learning experiences and engagement strategies for both leaders and lenders—positioning our training ecosystem as a true competitive differentiator. The manager brings strong business acumen, program performance expertise, and an outcomes-driven mindset to create measurable solutions aligned with enterprise priorities, partner goals, and B2b distribution team needs. This role also provides leadership and direction to Learning and Development Consultants and Instructional Designers.

Requirements

Bachelor's degree in Business Administration, Leadership/Organization Development, Marketing, or business-related field, or experience trade off.
7+ years of leadership experience of fostering teamwork, recognizing performance, engagement, and creating accountability.
Demonstrated knowledge of credit union/ financial services industry, experience working in a credit union or bank preferred.
Three or more years of experience in a learning and development, training, coaching, facilitation environment.
Proven success and experience in collaborating and influencing cross functional groups including leading large and complex cross functional projects.
Diversity, Equity & Inclusion (DE&I) subject matter expertise strongly desired.
Instructional design experience building and delivering innovative solutions.
Deep knowledge of leadership and organization development, change theories, learning models and best practices, instructional design strategies, and learning assessment - and a natural curiosity for leveraging leading edge practices
Strong communication, influencing, change management and stakeholder management skills
Excellent written, presentation skills

Responsibilities

Lead the development and execution of innovative learning and development solutions across multiple modalities for diverse partner and lender audiences.
Manage, coach, and mentor a remote instructional design and performance consulting team, fostering a culture of continuous improvement and accountability.
Develop and maintain learning assets, curricula, and best practices that align with enterprise priorities, partner goals, and B2b Distribution team needs.
Drive continuous improvement, simplification, and scalability of learning programs to enhance partner performance and engagement.
Serve as a key liaison with internal teams and external partners to ensure alignment, readiness, and coordinated execution of learning and engagement strategies.
Conduct research on emerging trends, technologies, and learning innovations to differentiate our programs and enhance the partner experience.
Design performance-focused solutions that strengthen adoption, lender confidence, and utilization of learning resources.
Establish and track success metrics to ensure learning solutions achieve measurable outcomes tied to business office, partner, and B2B distribution goals.
Oversee quality assurance for all learning and development deliverables, ensuring consistency, clarity, and strategic alignment.