Director, Head of Learning & Development

We need to output HTML fragment with sections: About the role? The posting includes intro paragraph about Corient, then "Key Responsibilities" with subsections: Program Design & Delivery, Program Management, Analyst & Associate Training Program. Then "Key Competencies". Then "Experience And Qualifications". Then "Successful Candidates Will Be ..." (maybe could be part of Qualities). Then "Pay Information". Then "Physical Requirements". Then "U.S. Eligibility Requirements". Then "What You Can Expect From Us" (benefits). Then other boilerplate about equal opportunity etc which we should remove. We must not repeat job title as heading. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content to these headings appropriately. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we can use those headings if they match content. We should include sections only when posting has real specific content. So we need to decide which sections to include. We have content: About the role (intro). Responsibilities (key responsibilities). Requirements (maybe Experience And Qualifications). Qualifications (maybe same as Requirements? but we can combine). Skills (Key Competencies). Benefits (What You Can Expect From Us). Pay (Pay Information). Schedule (Physical Requirements includes onsite 4 days per week). Also maybe Physical Requirements separate? But we can put schedule info under Schedule heading. Physical requirements like lifting etc maybe not needed as schedule. But we could include under Schedule? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." So we need Schedule section only if posting states schedule. It does: "This position is required to work onsite 4 days per week." That's schedule. So we can include Schedule heading with that info. Physical Requirements: "This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.... may require ability to lift up to 15 pounds." This is physical requirements but not a heading we have; we could maybe include under Schedule? Not appropriate. There's no heading for Physical Requirements in the list; we could omit or maybe include under Responsibilities? Better to omit as not requested. The instruction says we should not invent sections; we can omit physical requirements if not covered by given headings. But we could include under Schedule? Not correct. Probably we should omit physical requirements details, as they are not covered by headings. However we must preserve ALL substantive information; we cannot omit substantive info. But we can maybe include physical requirements under Schedule? Not accurate. The instruction says we should not create Pay/Schedule/Benefits sections unless posting actually states them. It didn't forbid creating other sections like Physical Requirements; but the list of example headings is not exhaustive; we can use other headings if needed? It says "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples; we could also use other headings if needed. But to be safe, we could include a section for Physical Requirements using

Physical Requirements

. That seems okay as it's substantive. Similarly U.S. Eligibility Requirements: we could include under Requirements or a separate section. Could be part of Requirements. But we could also make a separate section "Eligibility". However the instruction says prefer a few substantive sections over many thin ones. So we could incorporate eligibility into Requirements or Qualifications. We need to preserve all substantive info: intro, responsibilities (with subpoints), competencies, experience/qualifications, successful candidates traits, pay, physical requirements, schedule, benefits, eligibility. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove repeated paragraphs like "This position description is intended to provide a general overview..." appears twice; we should keep only once? It's duplicated; we should remove duplicate. Also remove the Corient description about being world's largest multi-family office etc (that's boilerplate? It's about company but maybe substantive? It's more about company overview; could be considered part of About the role? The intro already includes mission statement. The later paragraph about Corient being world's largest multi-family office is likely boilerplate; we can remove. Also remove "Full participation of all employees..." etc (EEO). Remove "We are an equal opportunity employer." etc. Also remove "Corient refers to the separate but affiliated entities..." etc. Now craft HTML. Structure:

About the role

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

But note the first sentence "Join a team that values your ambition and empowers your growth" is part of intro; we keep.

Responsibilities

• Program Design & Delivery: Conduct needs analysis and lead the design & delivery of development initiatives that align to business needs. Craft learning strategies into well-executed, high-impact development experiences across audiences, levels, and geographies, ensuring alignment with enterprise strategy. Facilitate live, virtual, hybrid, and cohort-based learning experiences with confidence & credibility. Work with HR business partners, business leaders, and subject matter experts to identify learning needs, gather feedback, and continuously improve program relevance and impact. Manage program calendars, participant communications, facilitator preparation, materials, logistics, and follow-up actions. Track participation, feedback, learning outcomes, and program effectiveness; use insights to improve impact over time. Support vendor coordination and external facilitator management where third-party learning partners are used.
• Program Management: Serve as a trusted partner to HR and business stakeholders, ensuring development programs are delivered with strong planning, communication, and execution discipline. Build strong relationships with leaders and participants to ensure relevancy and alignment with business strategy. Maintain clear project plans, milestones, dashboards, and status updates for learning and leadership initiatives. Identify operational risks and proactively resolve issues related to scheduling, capacity, content, facilitation, vendor support, or participant engagement. Bring a continuous improvement mindset, incorporating participant feedback, stakeholder input, and data.
• Analyst & Associate Training Program: Establish the Analyst & Associate Training Program and governance model. Identify key external partners, develop the curriculum, and own the day-to-day management and execution. Partner with firm leadership and external partners to develop content that builds business acumen, client orientation, collaboration, and an ownership mindset for Corient’s early career talent. Coordinate senior leader involvement, line managers, and mentors to ensure the program has strong visibility and enterprise support. Manage participant experience, program logistics and communications. Measure program outcomes, including participant, manager and business leader feedback.

We could also separate subheadings but not required.

Key Competencies

• Exceptional facilitation and presentation skills across in-person, virtual, and hybrid settings.
• Strong learning design capability, including the ability to translate leadership concepts into practical, engaging learning experiences.
• Excellent program and project management discipline, with the ability to manage multiple priorities, timelines, stakeholders, and deliverables.
• Commercial acumen and the ability to connect learning programs to business priorities, client impact, and leadership effectiveness.
• Strong stakeholder engagement skills, including the ability to build trust and influence without authority.
• High emotional intelligence, executive presence, and credibility with senior leaders.
• Data-driven mindset with the ability to measure program effectiveness and use insights to improve outcomes.
• Digital fluency and comfort using learning platforms, collaboration tools, and emerging learning technologies.
• Outstanding written and verbal communication skills, with strong attention to detail.

Experience and Qualifications

• 10+ years of experience in learning and development, leadership development, talent management, organizational development, or a related field.
• Demonstrated experience facilitating leadership, professional development, or capability-building programs for professional audiences.
• Experience managing high-potential, early career, and/or leadership development programs is strongly preferred.
• Proven ability to manage complex, multi-stakeholder programs from planning through execution and measurement.
• Experience working in a high-growth, matrixed, partnership-oriented, professional services, financial services, consulting, or wealth management environment is a plus.
• Strong understanding of adult learning principles, leadership development practices, talent assessment, and program evaluation.
• Bachelor’s degree required; advanced degree or relevant certifications in learning, coaching, leadership development, organizational psychology, or talent management preferred.

Successful Candidates

Successful Candidates Will Be a Strategic Doer: Combines strategic thinking with a practical, roll-up-your-sleeves orientation and strong execution discipline. Credible Facilitator: Brings confidence, clarity, and presence in front of senior leaders, early career talent, emerging leaders, and cross-functional audiences. Relationship Builder: Builds trust quickly and works effectively across HR, business leadership, external partners, and program participants. Results Driven: Operates with urgency, accountability, and a commitment to measurable outcomes. Highly Organized: Brings structure, rigor, and attention to detail to complex programs and stakeholder environments. Curious and Adaptive: Continuously improves content, delivery, and learner experience based on feedback, data, and changing business needs. Culture Carrier: Models Corient’s client-first, team-first, ownership-oriented culture and reinforces those behaviors through every program experience.

Pay

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $200,000 to $220,000 USD per year.

Schedule

This position is required to work onsite 4 days per week.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Eligibility

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or