Specialist, Learning and Development

What You'll Do

• Build tailored, data-supported learning experiences that match advisor performance indicators and apply the Advisor Skills Matrix to offer precise development at a wide-reaching level.
• Develop AI-assisted, simulation-based learning and bot-led training experiences to mirror real customer interactions and strengthen advisor confidence in complex, judgment-based scenarios.
• Incorporate advisor assist technologies into learning design, helping advisors master new tools and workflows that enable faster, more accurate customer resolutions.
• Create content across a range of formats, including micro-learning, video, gamified challenges, and just-in-time modules, to keep learning engaging and adaptive to different learning styles.
• Use generative AI and emerging tools to streamline content development, personalize experiences, and scale high-quality learning efficiently.
• Partner with our global training team, operations, and stakeholders to embed learning into the advisor lifecycle, from onboarding through continuous upskilling and re-skilling.
• Support the integration of the Advisor Skills Matrix and learning-performance dashboards into the broader coaching framework, ensuring data directly informs learning priorities.
• Collaborate with site trainers to empower strategic thinking to facilitate simulations, coach critical thinking, and guide human-AI collaboration.
• Help shape new skilling pathways for advisors that support growth into specialized, white glove, roles.
• Contribute to building an integrated learning platform and ecosystem that connects content, data, and coaching tools for a flawless, personalized learning experience.
• Conduct ongoing needs analysis to identify skill gaps, emerging training requirements, and opportunities to align learning initiatives with operational goals.
• Analyze learning outcomes and performance data to iterate and improve content, ensuring training drives measurable improvements in advisor performance.
• Contribute to the development and enhancement of learning analytics dashboards that connect training initiatives to business results.

Who You Are

• 3+ years experience designing impactful blended learning experiences across ILT, eLearning, and other engaging formats.
• Tech-forward: You’re excited about demonstrating AI and emerging tech to create dynamic learning solutions and improve efficiency.
• Analytical & Creative: You balance storytelling and creativity with data and insights to build effective learning.
• Collaborative: You thrive in cross-functional environments and can align learning design with business priorities and operational needs.
• Curious & Adaptive: You’re energized by change and thrive in environments that challenge you to innovate and evolve how people learn.
• Skilled: You have solid understanding of tools like Articulate Storyline, Rise, or Captivate; LMS platforms; and editing tools like Camtasia or Audacity.

Where You'll Be

• This role is based in New York
• We offer you the flexibility to work where you work best! There will be some in person meetings, but still allows for flexibility to work from home