Design strategic learning solutions that align learning ecosystems with team and firm goals
Conduct qualitative and quantitative training needs and gap analyses to measure training effectiveness and identify improvement opportunities
Design and develop self-paced, virtual instructor-led, and in-person learning experiences and simulations supporting leadership, professional development, and technical training
Produce instructional materials including e-learning modules, instructor-led sessions, blended learning solutions, and in-person conference content adhering to NASBA’s CPE requirements
Coordinate the entire design process with significant autonomy, including meetings with subject matter experts and external partners
Apply adult learning principles and follow the ADDIE model to systematically assess, design, develop, implement, and evaluate training programs
Design and integrate evaluation strategies leveraging the Kirkpatrick Model and prepare program evaluation reports using feedback and performance data
Serve as a producer for virtual and in-person training through Zoom and Conferences.io to ensure programs are educational, engaging, and technically sound
Complete learning administration tasks including creating course rosters, updating attendance in LCvista, and preparing training reports for SMEs and L&D leads
Monitor and respond to inquiries in the Learning & Development inbox
Execute multiple projects simultaneously and coordinate with external facilitators, vendors, committees, and stakeholders to ensure timely content delivery and alignment
Coordinate and schedule training sessions, document programs in the L&D calendar across modalities, and develop detailed agendas and schedules for live programs and events
Support L&D annual planning process and support software implementation efforts that impact learning functions
Leverage software such as Articulate 360, Beautiful.ai, LCvista, Workday, Grammarly, MS Office Suite, and general AI to develop training, run reports, and improve workflow
Prepare for virtual and in-person programs by testing and troubleshooting IT needs such as software access, permissions, and IT support availability
Requirements
Bachelor's Degree in Education, Instructional Design, Psychology, Communications, Human Resources, or another related field is required
Instructional Design Certificate from Association of Talent Development (ATD) is preferred
Certified Learning & Development Professional (CLDP) certification from the Institute of Learning and Development is preferred
4+ years of experience coordinating in-person, virtual, and hybrid event management logistics
4+ years of experience applying adult learning principles to develop, design, and deploy training, including professional and leadership development courses
4+ years of experience evaluating training program effectiveness through metrics, feedback, and assessments
4+ years of demonstrated organization, time management, and interpersonal skills with the ability to collaborate on a diverse team and manage multiple projects simultaneously
4+ years of experience leveraging technology to create diverse training materials, including guides, presentations, videos, and live recordings
4+ years of experience working in a professional services environment
Proficiency with Articulate 360
Experience with Learning Management Systems such as LCvista and Workday
Experience using Beautiful.ai, Grammarly, MS Office Suite, Zoom, Conferences.io and general AI tools
Knowledge of NASBA CPE requirements
Strong consulting background or experience in cross-functional collaboration
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance
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