Senior Associate Learning & Development

Qualified candidates must be able to commute to either the Cleveland Service Center or the New York Home Office three days per week. The ideal candidate will reside within 50 miles of one of these locations.

About the role

We are seeking a highly skilled Learning & Development professional to join our team as a Senior Associate. This role is responsible for delivering impactful learning experiences and designing modern training solutions that drive measurable performance outcomes. The ideal candidate will demonstrate strong expertise in facilitation, instructional design, and learning technology, with the ability to create engaging, interactive learning experiences across in-person, virtual, and digital environments. This role also plays a key part in advancing learning through the use of innovative tools, including AI-enabled solutions, hands-on labs, and ensuring the integrity and effectiveness of knowledge content.

Responsibilities

• Facilitation & Delivery
  • Facilitate engaging in-person and virtual training programs for diverse audiences
  • Deliver complex topics in a clear, structured, and learner-focused manner
  • Foster an interactive learning environment that promotes participation and knowledge retention
  • Design and maintain instructional facilitator guidebooks
  • Provide post-training support and reinforcement to support application of learning
• Learning Design & Development
  • Design and develop instructor-led, virtual, and eLearning solutions aligned to business needs
  • Conduct needs analysis to identify performance gaps and recommend appropriate learning strategies
  • Develop interactive, learner-centered content using a variety of instructional methods
  • Evaluate training effectiveness and continuously improve learning solutions
• Innovation & Learning Technology
  • Apply AI and emerging technologies to enhance learning experiences and increase engagement
  • Explore and implement new approaches to improve interactivity and learner outcomes
  • Stay current on industry trends and incorporate best practices into learning solutions
• Knowledge Management
  • Create, update, and maintain knowledge articles, job aids, and performance support materials
  • Ensure content is accurate, accessible, and aligned with business processes
  • Partner with stakeholders to capture, organize, and improve knowledge content
  • Support the adoption and continuous improvement of knowledge platforms
• Collaboration & Partnership
  • Partner with business leaders and subject matter experts to develop effective learning solutions
  • Provide recommendations on learning approaches based on identified needs
  • Contribute to strategic initiatives and cross-functional projects

Requirements

• Bachelor’s degree preferred
• Must be FINRA licensed with a Series 6 or 7
• Minimum of 3 years of experience in learning & development, training delivery, or instructional design
• Strong facilitation skills in both in-person and virtual environments
• Experience designing eLearning using tools such as Sana, Colossyan, or similar
• Knowledge of adult learning principles and instructional design methodologies
• Experience in knowledge management or content development
• Strong written and verbal communication skills
• Ability to quickly learn and apply new technologies, including AI-enabled tools
• Familiarity with learning evaluation methods and performance measurement
• Experience working across multiple business lines or complex fast-paced environments

Schedule

• Hybrid - 3 days per week in office
• Monday and Friday: Remote
• Tuesday, Wednesday, and Thursday: In office

Pay

• Salary Range: $73,000-$104,000
• Overtime eligible: Exempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No
• Actual base salary will be determined based on several factors including individual’s experience, skills, qualifications, and job location.
• Employees are eligible for an annual discretionary bonus and may participate in an incentive program.

Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.