Sr. Manager Business Analysis Learning, Development, and Training

About the role

A Senior Training Manager in the Banking Operations department plays a pivotal role in shaping an organization's talent landscape. Success in this strategic position requires a multifaceted skill set that blends leadership, instructional expertise, business acumen, and robust project management capabilities. Professionals in this role are architects of a continuous learning culture, driving employee growth and aligning development initiatives with overarching business objectives.

Responsibilities

• Oversee the design and development of engaging and effective learning experiences, applying principles of adult learning and various instructional design models.
• Manage project teams and stakeholders, ensuring clear communication, regular progress updates, and comprehensive project reports.
• Select and apply appropriate project management methodologies (Agile, Waterfall) based on the type of L&D projects.
• Create detailed project plans, define clear project goals, deliverables, timelines, and resource requirements for L&D initiatives.
• Identify potential risks and develop mitigation strategies to ensure project timelines and outcomes are not impacted negatively.
• Design and implement coaching and mentoring programs to foster individual and team growth, and provide personal coaching to guide and develop team members and other leaders.
• Act as an internal consultant to diagnose performance problems and recommend appropriate learning and non-learning solutions to improve individual and organizational performance.

Requirements

• 3+ years of experience in applied knowledge of principles of how adults learn and overseeing the design and development of engaging and effective learning experiences.
• Experience with various instructional design models (ADDIE, SAM), learning modalities (e-learning, instructor-led training, blended learning), and project management frameworks (Scrum, Kanban, Waterfall).
• Advanced technical skills in MS Office and Learning Management Systems (Articulate, Workday Learning, SharePoint).
• Experience in defining clear project goals, deliverables, timelines, and resource requirements for L&D initiatives, creating detailed project plans, and gaining stakeholder alignment.
• Proactive risk identification and mitigation strategies to minimize their impact on project timelines and outcomes.
• 3+ years of experience in instructional content design, curriculum development, measurement, and reporting.
• Strong organizational and follow-up skills, prioritizing, sequencing, and executing on multiple initiatives simultaneously.
• Strong analytical skills with emphasis on root/cause analysis and process improvement application.
• Experience delivering training on processes supported within the brokerage/financial services industry.
• Effective facilitation of training sessions and delivery of compelling presentations to diverse audiences, from new hires to senior executives.
• Familiarity with Project management tools and AI tools and agents, Power Automate/Power Apps, Microsoft Planner, Copilot, etc.

Preferred

• Extensive experience delivering training on processes supported within the brokerage/financial services industry.
• The ability to effectively facilitate training sessions and deliver compelling presentations to diverse audiences, from new hires to senior executives.
• Familiarity with Project management tools and AI tools and agents, Power Automate/Power Apps, Microsoft Planner, Copilot, etc.

Benefits

This role is eligible for a competitive benefits package that includes:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance