About The Position
Field Learning builds capabilities that support the firm’s strategy and helps its 40,000+ branch team members develop the skills needed to deliver industry-leading client service. The Senior Learning and Performance Consultant diagnoses business and learner needs and leads the creation and execution of learning journeys across the value stream. The role leads multiple complex learning and performance initiatives that support business outcomes by accelerating talent development and adoption of new or improved behaviors. The consultant partners with business leaders and cross-functional teams to translate strategy into performance outcomes and targeted learning interventions. They apply learning sciences, learner research, adult learning principles, and modern learning tools to design, test, measure, and continuously improve learning experiences. The role also develops business cases for investment decisions, mentors and coaches colleagues, and sequences initiatives into connected learning journeys that build capabilities and support enterprise outcomes. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week effective June 1, 2026. The posting does not specify a work arrangement for candidates outside those commuting areas.
Requirements
- Master’s degree or equivalent experience in Education, Organizational Psychology, Human Capital Management, or a related field.
- At least 7 years of experience in corporate learning, performance consultation, or a similar role.
- Expert knowledge of Learning Sciences, Instructional Design, Assessment, Capability Mapping, and modern learning experience tools and methodologies.
- At least 3 years of experience leading the strategic design of firmwide learning and performance initiatives from ideation through delivery, with demonstrable impact on business or Human Resources objectives.
- At least 2 years of experience leading others as a performance consultant to diagnose and solve complex human performance challenges using consultative tools and methodologies.
- At least 2 years of experience facilitating Design Thinking sessions or workshops and/or User Experience research projects to develop learning and performance strategies with end users.
- At least 2 years of experience identifying measurable business outcomes for learning initiatives, developing business cases such as ROI or cost-benefit analyses, and delivering projected results.
- At least 2 years of experience navigating complex group dynamics and conflicting feedback to recommend solutions that meet stakeholders’ needs while prioritizing learners and keeping work on track.
- At least 2 years of experience handling sensitive, privileged, and confidential projects with discretion, managing high-risk situations, and following legal and compliance guidelines.
- At least 2 years of experience delegating responsibilities and informally leading cross-functional teams.
- At least 2 years of experience mentoring and coaching learning and performance professionals at varied levels without formal leadership responsibilities, with demonstrable improvement in their performance.
- Proficient understanding of the Financial Services Industry and Talent Management, with specialization in at least one discipline; the posting’s final requirement is truncated.
Nice To Haves
- Doctorate preferred.
- IBM Co-Creator Badge preferred.
Responsibilities
- Establish trusted consulting partnerships with business leaders and translate business strategy and outcomes into performance outcomes, moments-that-matter applications, and learning objectives.
- Informally lead matrixed, cross-functional teams on complex learning and performance initiatives, including learner research, co-creation with end users, creative design, prototyping, and delivery at speed and scale.
- Apply learner experience research, insights, adult learning principles, processes, technology, techniques, and measures to recommend, implement, and optimize learning experiences.
- Partner with insights and analysis teams to design research projects, test-and-learn activities, measurement plans, KPIs, and feedback loops; identify opportunities, validate recommendations, monitor performance, evaluate impact, and anticipate future needs.
- Partner with internal stakeholders and vendors to curate and incorporate appropriate resources into learning and performance initiatives.
- Mentor and coach learning and performance consultants and design teammates through modeling, feedback, and coaching to support quality outcomes and talent development.
- Sequence initiatives across a value enablement function and synthesize them into continuous learning and performance journeys that build capabilities and optimize talent performance.
- Develop business cases, including time and resource cost estimates, to support investment or divestment in learning and performance initiatives.
- Stay current with Learning and Development research and practices and experiment with new applications and processes to improve 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 basic 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 of each year
- Sick time
- Personal days
- Paid day for volunteerism
- Potential eligibility for bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
