Director, Learning and Development

About the role

Partner with business leaders across Sales, Client Service, Operations, Technology, and other functional areas to identify current and future learning needs through performance data, surveys, job analysis, and business priorities.

Design and implement learning strategies that improve employee performance, productivity, client experience, and overall business outcomes.

Develop comprehensive training plans that align with organizational goals and support employee growth across technical, professional, and business competencies.

Partner with subject matter experts to document business processes and translate them into engaging, scalable learning solutions.

Design and deliver training on technical applications, business processes, client relationship management, sales enablement, presentation skills, leadership, and professional development.

Coach employees individually and in groups to build confidence, improve performance, and strengthen critical business skills.

Facilitate engaging instructor-led, virtual, blended, and self-paced learning experiences, including workshops, simulations, and practice-based learning.

Design, develop, and maintain high-quality eLearning, instructor-led training, videos, job aids, playbooks, and other learning resources using modern instructional design principles.

Monitor training effectiveness through learner feedback, assessments, performance metrics, and business outcomes, continuously refining programs based on data.

Leverage AI and emerging technologies to enhance learning experiences, improve content development, and analyze training effectiveness.

Stay current on industry trends, adult learning methodologies, instructional technologies, and best practices.

Foster a culture of continuous learning by mentoring employees and collaborating closely with Learning & Development colleagues and cross-functional business partners.

Responsibilities

• Partner with business leaders to identify learning needs and design strategies.
• Develop and deliver training programs that drive business results.
• Support diverse business functions, including Sales, Client Service, Operations, Technology, and Financial Services.
• Deliver technical systems training, business process training, professional skills development, leadership training, and client-facing enablement.
• Coach employees to build confidence and improve performance.
• Facilitate learning experiences using various methods.
• Design and maintain high-quality learning resources.
• Maintain and refine training programs based on data.
• Leverage AI and emerging technologies to enhance learning.
• Mentor employees and collaborate with cross-functional partners.

Requirements

• 8+ years of experience in Learning & Development, Training, Sales Enablement, Organizational Development, or a related field.
• Demonstrated success designing, developing, and delivering learning programs that drive measurable business results.
• Experience supporting diverse business functions, including Sales, Client Service, Operations, Technology, and/or Financial Services.
• Experience delivering technical systems training, business process training, professional skills development, leadership training, and client-facing enablement.
• Coaching certification and/or demonstrated coaching experience.
• Strong instructional design skills with experience developing instructor-led, virtual, blended, and digital learning experiences.
• Experience with eLearning authoring tools such as Articulate 360, Camtasia, and Vyond.
• Experience leveraging AI tools to enhance content creation, personalize learning, and analyze learning data.
• Excellent facilitation, communication, presentation, and stakeholder management skills.
• Strong project management, organizational, and time management capabilities with the ability to manage multiple initiatives simultaneously.
• Exceptional written communication skills and experience developing training materials, job aids, and documentation.
• Proficiency with Microsoft Office (PowerPoint, Word, Excel) and Learning Management Systems (LMS).
• Strong analytical, problem-solving, and decision-making skills with the ability to measure learning effectiveness and business impact.
• Bachelor's degree and/or relevant professional certifications.

Qualifications

• Financial services experience, including Hedge Funds, Private Markets, Investor Services, or Asset Management, is preferred.

Skills

• Instructional Design
• Training Delivery
• Coaching
• Learning Management Systems Administration
• AI and Emerging Technologies

Benefits

• Medical, Dental, Vision Coverage
• 401(k) Plan with Company Match
• Paid Time Off, Holidays, and Parental Leave
• Professional Development Reimbursement Opportunity

Pay

The expected base salary for the position is between 120,000 USD to 160,000 USD.

Schedule

Hybrid schedule available.