Learning and Performance Specialist

You will be responsible for:

Learning and Development

Partner with the Manager, Learning & Performance, to execute the firm's learning strategy and annual development priorities.

Learning Program Administration

• Coordinate all firm learning events, both virtual and in person.
• Manage training logistics, including scheduling, room setup, technology, materials, registration, attendance, evaluations, and communications.
• Coordinate external learning, CPE logistics, and professional development opportunities.
• Partner with department administrators and business leaders to ensure learning needs are met.
• Partner with the India team on any training administration.

Learning Management System (LMS)

• Serve as primary administrator for the Learning Management System, currently LC Vista.
• Create and maintain learning content, assignments, learning paths, and certifications.
• Troubleshoot user issues and provide LMS support.
• Based on NASBA standards, maintain accurate employee learning records and reporting. Monitor course completion and compliance requirements.
• Developing reports that provide meaningful insights to leadership or department representatives.

Professional Development

• Maintain career development resources and competency models.
• Support facilitation of instructor-led and virtual learning programs.
• Coordinate onboarding learning experiences for new hires and interns.
• Track Continuing Professional Education (CPE), licenses, certifications, and credential renewals.

Vendor Management

• Coordinate relationships with external vendors.
• Schedule facilitators and manage training contracts.
• Assist in evaluating vendor effectiveness and learning outcomes.

Performance Management

• Coordinate and launch annual and mid-year performance review cycles alongside the performance team.
• Support goal setting, performance evaluations, and calibration meetings.
• Prepare communications, timelines, and employee resources.
• Maintain performance documentation and system accuracy.
• Assist managers and employees with performance management questions.
• Stay informed on emerging trends and best practices in learning, talent development, and performance management.

What we need from you:

• Passionate about learning and helping others succeed.
• Highly organized with exceptional attention to detail.
• A strong project manager who can balance multiple priorities.
• Curious and always looking for ways to improve processes.
• Customer-focused with exceptional relationship-building skills.
• Comfortable working independently while collaborating across departments.
• Analytical and able to translate data into actionable insights.
• Adaptable in a fast-paced professional services environment.
• An excellent communicator, both written and verbal.
• Professional, approachable, and committed to delivering exceptional service.

What skills & experience you’ll bring to us:

Required:

Bachelor's degree in Human Resources, Organizational Development, Education, Communications, Industrial-Organizational Psychology, Business, or a related field (or equivalent experience).

2+ years of experience in Learning & Development, Talent Development, Human Resources, Organizational Development, or a related field.

Experience administering a Learning Management System (LMS).

Experience coordinating learning programs or employee development initiatives.

Strong Microsoft Office skills, including Excel, PowerPoint, and Teams.

Preferred

Experience within a public accounting or professional services firm.

Knowledge of Continuing Professional Education (CPE) requirements.

Experience supporting performance management processes.

Experience with LMS and performance management systems.

Experience with video editing programs.

AI productivity tools (e.g., ChatGPT)