Senior Learning & Development Specialist
Cetera Financial Group · Des Moines, IA · 3 wk ago
Human Resources$55k–$70k/yrFull-time
We need to output HTML fragment with sections: About the role? The job description includes "Job Description" paragraph, then "What You Will Do", "What You Need To Have", "What Is Nice To Have", "Compensation", "About Us". Also "About Cetera". We need to use for section headings. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. We must preserve all substantive information. So we need to extract content.
Let's parse the posting:
- Opening paragraph: "Job Description 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."
That's the "About the role" maybe. Could be a summary.
Then "What You Will Do" bullet list (actually sentences). We need to convert to
for section headings. Do not repeat job title as heading. Do not include Job ID etc. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. We must preserve all substantive information. So we need to extract content.
Let's parse the posting:
- Opening paragraph: "Job Description 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."
That's the "About the role" maybe. Could be a summary.
Then "What You Will Do" bullet list (actually sentences). We need to convert to - .
List items:
- 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
Next "What You Need To Have" list:
- 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
Next "What Is Nice To Have":
- 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
Next "Compensation": paragraph about salary range $55,000 to $70,000 plus performance-based bonus. Also description about base annual salary depends on factors, geography, etc.
We need to include Pay section only if posting actually states them. Yes, compensation is stated. So we create a
Pay
with containing that info.
Next "About Us": includes "What We Give You In Return" bullet list of benefits. Also "About Cetera" description. We need to decide sections: Benefits, About Us maybe. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (maybe the initial paragraph), Responsibilities (What You Will Do), Requirements (What You Need To Have), Qualifications (maybe What Is Nice To Have?), Skills (maybe combine?), Benefits, Pay. We should not create empty sections.
We need to avoid filler like "commensurate with experience". Not present.
We need to output only HTML fragment.
Let's structure:
About the role
... (the initial job description paragraph)
Responsibilities
- ... each responsibility
Requirements
- ... each requirement
Qualifications
- ... each nice-to-have
Alternatively, we could treat "What Is Nice To Have" as "Preferred Qualifications". But heading "Qualifications" is allowed.
We also need Benefits section: from "What We Give You In Return". That's a list of benefits. We'll put Benefits
with each benefit.
Pay section: Pay
...
We should not include Schedule as not present.
We should also maybe include "About Cetera" as part of About Us? Could be separate section "About Cetera". But headings list includes "About the role". Not "About Cetera". However we could include as a paragraph under About the role? But the instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It's examples, not exhaustive. We could add another heading like "About Cetera". But better to keep to given examples. However we need to preserve all substantive information, including About Cetera description. We could put it under "About the role" as additional paragraph, but that might mix. Or we could add a heading "About Cetera". Since it's substantive, we should include it. The instruction says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. Safer to include a heading for About Cetera.
Thus:
About Cetera
... description
We also have "About Us" paragraph about what we give you in return (benefits). That we already covered under Benefits.
Now we need to ensure we removed boilerplate: EEO, legal, etc. At the end there is a long EEO statement, agency note, privacy policy. We must remove those.
Also remove duplicated lines: there is "About Cetera Cetera Financial Group ® (Cetera) is a leading network..." repeated? Actually appears twice? Let's check: after "About Us" there is "ABOUT US What We Give You In Return ..." then "About Cetera Cetera Financial Group ® (Cetera) is a leading network..." then later "Cetera Financial Group (Cetera) is a network of independent retail firms..." That's somewhat duplicated but we need to preserve all substantive information, not remove duplication unless it's exactly duplicated lines. There is some repetition but we can keep both as they are not identical lines. However we should remove the EEO boilerplate at the end.
Now craft HTML.
We need to escape any special characters? Not needed.
Let's write.
First, About the role paragraph: combine the initial paragraph(s). Ensure we keep all sentences.
Paragraph: "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."
Now Responsibilities list items as above.
Requirements list items as above.
Qualifications list items as nice-to-have.
Benefits list: from "What We Give You In Return": bullet points:
- 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.
Note there is duplication of EAP etc. but we keep.
Pay paragraph: "The base annual salary range for this role is $55,000 to $70,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations."
About Cetera paragraph(s): We have two paragraphs: first: "Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology."
Second: "Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership."
We'll combine into
Pay
withcontaining that info. Next "About Us": includes "What We Give You In Return" bullet list of benefits. Also "About Cetera" description. We need to decide sections: Benefits, About Us maybe. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role (maybe the initial paragraph), Responsibilities (What You Will Do), Requirements (What You Need To Have), Qualifications (maybe What Is Nice To Have?), Skills (maybe combine?), Benefits, Pay. We should not create empty sections. We need to avoid filler like "commensurate with experience". Not present. We need to output only HTML fragment. Let's structure:
About the role
... (the initial job description paragraph)
Responsibilities
- ... each responsibility
Requirements
- ... each requirement
Qualifications
- ... each nice-to-have
Benefits
- with each benefit.
Pay section:
Pay
...
We should not include Schedule as not present. We should also maybe include "About Cetera" as part of About Us? Could be separate section "About Cetera". But headings list includes "About the role". Not "About Cetera". However we could include as a paragraph under About the role? But the instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It's examples, not exhaustive. We could add another heading like "About Cetera". But better to keep to given examples. However we need to preserve all substantive information, including About Cetera description. We could put it under "About the role" as additional paragraph, but that might mix. Or we could add a heading "About Cetera". Since it's substantive, we should include it. The instruction says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. Safer to include a heading for About Cetera.
Thus:
About Cetera
About Cetera
... description
We also have "About Us" paragraph about what we give you in return (benefits). That we already covered under Benefits. Now we need to ensure we removed boilerplate: EEO, legal, etc. At the end there is a long EEO statement, agency note, privacy policy. We must remove those. Also remove duplicated lines: there is "About Cetera Cetera Financial Group ® (Cetera) is a leading network..." repeated? Actually appears twice? Let's check: after "About Us" there is "ABOUT US What We Give You In Return ..." then "About Cetera Cetera Financial Group ® (Cetera) is a leading network..." then later "Cetera Financial Group (Cetera) is a network of independent retail firms..." That's somewhat duplicated but we need to preserve all substantive information, not remove duplication unless it's exactly duplicated lines. There is some repetition but we can keep both as they are not identical lines. However we should remove the EEO boilerplate at the end. Now craft HTML. We need to escape any special characters? Not needed. Let's write. First, About the role paragraph: combine the initial paragraph(s). Ensure we keep all sentences. Paragraph: "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." Now Responsibilities list items as above. Requirements list items as above. Qualifications list items as nice-to-have. Benefits list: from "What We Give You In Return": bullet points: - 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. Note there is duplication of EAP etc. but we keep. Pay paragraph: "The base annual salary range for this role is $55,000 to $70,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations." About Cetera paragraph(s): We have two paragraphs: first: "Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology." Second: "Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership." We'll combine into