Director of Sales Readiness and Talent Development at Invesco developing scalable programs for sales organization. Leading learning initiatives and ensuring compliance with regulatory standards.
Responsibilities
Develop and execute FINRA-compliant annual training plans; conduct needs analysis; ensure all programs meet regulatory standards through audits, QA, and digital modernization.
Oversee administration, access, renewals, and optimization of Compass LMS, Allego, MS Workstation, Zephyr, and FI360; streamline processes and implement automation for efficiency.
Design, train and implement the AI enabled sales person of the future.
Design and deliver monthly new-hire onboarding for distribution roles; coordinate speakers and mentors; maintain high-quality, role-specific materials; scale global digital onboarding programs.
Administer and enhance pathways like Internal-to-External Market Consultants; manage applications, interviews, and assessments; expand programs with emerging leader development and workforce planning.
Manage advisor-facing CE programs; ensure compliance, accurate tracking, and timely submissions; modernize content and improve user experience.
Provide strategic guidance on instructional design and learning technology; act as SME for digital curriculum and scalable learning solutions.
Partner with Compliance, Sales, Product, Marketing, and HR to align learning programs with business objectives and regulatory requirements.
Elevate content accuracy and usability through curriculum audits, governance improvements, and best practices in learning path management.
Requirements
Bachelor’s degree required; Master’s degree preferred in instructional design, education, learning technology, or related field.
8+ years of experience in Learning & Development within complex or regulated environments, with proven success leading enterprise initiatives and multi-year learning strategies.
Strong knowledge of FINRA regulatory requirements and experience designing compliant learning materials, conducting needs analyses, and maintaining governance standards.
Proficiency in LMS administration, content governance, learning path design, reporting systems, and automation to improve efficiency and impact.
Hands-on experience with tools such as Compass LMS, Allego, MS Workstation, Zephyr, FI360, Power BI, OneNote, and IVY.
Excellent communication and facilitation skills; adept at partnering with executive leadership and cross-functional teams to deliver instructor-led, virtual, and digital programs.
Demonstrated project management and organizational abilities, including managing complex learning portfolios and ensuring quality and timely delivery.
Skilled in stakeholder engagement and translating business needs into effective learning solutions across geographically dispersed teams.
Benefits
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
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