Senior Learning & Development Specialist

Cetera • United States,

22h • $55,000 - $70,000

About The Position

The e-Learning Training Specialist plays a critical role as an internal partner to our Service platform and other stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate and coordinate training and work alongside multiple departments or independently.

The e-Learning Training Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing and delivering training content to both Service associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and operational efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates.

Requirements

• Ability to use independent judgment and discretion when identifying and prioritizing training needs
• Training or similar experience preferred
• Excellent presentation, verbal, and written communication skills as well as strong interpersonal and relationship-building skills
• Research skills, analytical and creative problem-solving skills, questioning and feedback skills; customer service orientation; commitment to quality, responsibility, high work standards, and willingness to take initiative
• Experience with preparation and facilitation of training courses, both live and online
• Experience designing training materials and user guides
• Knowledge of diverse learning concepts and the ability to understand the audience and apply the most appropriate principles
• Microsoft Office Skills

Nice To Haves

• Bachelor's degree preferred
• Financial services experience
• Experience with AI, Big Tin Can, and other Articulate 360 tools preferred
• Series 7 desired but not required

Responsibilities

• Deliver professional, technical and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner
• Work alongside other departments to ensure all new branch staff members are offered proper training
• Develop/Manage content for new system enhancements using cutting edge training technology such as Brainshark and approved AI tools
• Expand Cetera’s Training Catalog to include Practice Management focused courses
• Customize training programs to meet the needs of our business
• Perform miscellaneous duties related to training and development
• Analyze feedback from advisors to identify solutions and opportunities to meet core training needs
• Work with project managers during project development to identify system inefficiencies and solutions for advisors
• Use discretion on daily training items that escalate from the engagement teams

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree