About The Position
The Senior Learning and Performance Consultant diagnoses business and learner needs and leads the creation and execution of high-performance learning journeys across the value stream. The role leads multiple complex learning and performance initiatives that support firm strategy, accelerate talent development, and encourage adoption of new or improved behaviors. Field Learning builds capabilities at speed and scale so branch team members can deliver industry-leading service to clients. The consultant partners with business leaders and stakeholders to identify capability gaps and develop solutions aligned with strategic objectives. The role oversees initiatives from strategy through implementation, works with cross-functional teams and subject matter experts to create learning experiences, conducts research, applies instructional design and adult learning principles, and uses analytics to measure impact and improve programs. It also involves managing learning journeys, preparing business cases and resource plans, partnering with vendors, mentoring learning professionals, and supporting enterprise learning strategies. Candidates living within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.
Requirements
- Master's degree in Education, Organizational Psychology, Human Resources, Organizational Development, Business, or a related field, or equivalent experience.
- At least 7 years of experience in Learning & Development, Performance Consulting, Talent Development, or a related field.
- At least 3 years of experience leading enterprise-wide or large-scale learning and performance initiatives.
- Experience developing learning strategies, capability-building programs, and performance improvement solutions aligned to business objectives.
- Experience using instructional design, adult learning principles, competency models, or capability frameworks.
- Experience leveraging learning metrics, KPIs, and analytics to evaluate program effectiveness and business impact.
- Experience building business cases, ROI analyses, or investment recommendations for learning initiatives.
- Experience leading cross-functional projects and partnering with senior stakeholders.
- Experience facilitating workshops, learner research, design thinking sessions, or discovery engagements.
- Experience with learning technologies, learning management systems (LMS), or digital learning platforms.
Nice To Haves
- Doctorate (PhD or EdD) in a related field.
- Experience in Financial Services, Wealth Management, Banking, Insurance, or Brokerage.
- Experience leading enterprise learning transformations, workforce reskilling, or large-scale capability-building initiatives.
- IBM Enterprise Design Thinking certification or similar credential.
- Experience with user experience (UX) research or human-centered design methodologies.
- Expertise in Talent Management, Leadership Development, Organizational Effectiveness, Change Management, or Workforce Planning.
- Experience coaching or mentoring learning and development professionals.
Responsibilities
- Partner with business leaders and stakeholders to assess performance needs, identify capability gaps, and develop learning solutions that support strategic business objectives.
- Lead complex learning and performance initiatives from strategy through implementation, ensuring programs deliver measurable business impact and talent development outcomes.
- Collaborate with cross-functional teams, subject matter experts, and end users to design, develop, and implement learning experiences at scale.
- Conduct learner, performance, and business research to inform recommendations, validate solutions, and improve learning effectiveness.
- Apply instructional design principles, learning technologies, and adult learning best practices to create engaging and effective learning programs.
- Develop and use success metrics, analytics, learner feedback, and business performance data to measure impact and drive continuous improvement.
- Partner with internal teams and external vendors to identify, curate, and integrate learning resources that support business and workforce development goals.
- Design and manage end-to-end learning journeys that build critical capabilities and support employee performance across the organization.
- Prepare business cases, resource plans, project estimates, and recommendations to support investment decisions and learning strategy priorities.
- Mentor and coach learning professionals, providing guidance and feedback to strengthen team capabilities and ensure high-quality deliverables.
- Stay current on emerging learning technologies, industry trends, and best practices to enhance learning programs and drive innovation.
- Support enterprise learning strategies that accelerate skill development, improve performance, and enable adoption of new ways of working.
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 on January 1 of each year
- Sick time and 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
