Learning Specialist – Wealth Management
Northern Trust
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Illinois • Texas • United States
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Salary
💰 $108,965 - $185,155 per year
About the role
- Design, develop, and facilitate exclusive-to-Northern Trust FOS Certification Program, ensuring service standard alignment and partner ability to demonstrate skills required to successfully apply service standards
- Lead design, deployment, and program administration for FOS Continuing Education series, ensuring FOS professionals maintain their certification status
- Scale programming to other Wealth Management segments, enabling a high level of rigor in service standard achievement across organization through intentional skill development
- Lead planning and execution of strategic FOS and related Wealth Management learning solutions
- Consult with senior leaders and Family Office Solutions professionals to ensure deliverables align with business objectives, are embraced by stakeholders, and are scalable and sustainable
- Leverage a sense of commercial urgency to prioritize and effectively address business priorities
- Drive performance validation and impact measurement for assigned portfolio
- Continually assess solutions and processes; recommend changes to ensure sustainability and improve integration with other programs
- Provide comprehensive, in-depth performance consulting and guidance to individuals across organizational levels
- Effectively present complex information and facilitate learning in virtual and in-person forums
Requirements
- 10+ years of relevant experience in the financial services industry at a national level, particularly wealth management experience
- Deep and detailed expertise in learning program and solutions management, including tools, technologies, and use of learning management systems
- Proven end-to-end learning expertise; includes design, development, delivery, and administration
- 5+ years of direct or indirect sales-related experience
- Proven success managing and executing upon strategically important, high impact talent development programs
- Strong facilitation skills that enable an effective learning environment, and expert consulting and influence skills
- Experience implementing high priority development initiatives that have a clear impact on organizational performance and effectiveness
- Skilled in translating broad strategies into executable, tactical, and scalable plans that yield measurable results
- Experience successfully managing and executing highly visible, strategic programs, and initiatives
- Expert communication skills that translate to all levels of the organization
- History of rapidly and independently forming collaborative, trusting relationships with internal clients and senior business leaders
- Capacity to provide clear and transparent performance improvement feedback that leads to improved business impact
- Strong process management and governance skills; broad knowledge of industry best practices
- Innovative problem-solver with ability to succeed despite time or other resource constraints
- Excellent organizational and analytical skills; relentless attention to detail, high standards and able to consistently produce quality deliverables
- Capable of proactively identifying and addressing organizational needs, despite ambiguity or other challenges
- Broad functional expertise with success leading through influence and collaboration at all levels
- History of consulting with internal clients to identify needs and translate into solutions
- BS/BA or equivalent experience
- Travel to other markets may be required
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
learning program managementprogram administrationperformance validationimpact measurementfacilitationconsultingsales-related experienceorganizational performance improvementprocess managementgovernance
Soft Skills
strong facilitation skillsexpert communication skillscollaborative relationship buildinginnovative problem-solvingorganizational skillsanalytical skillsattention to detailstrategic planninginfluence and collaborationcapacity for feedback
Certifications
BS/BA or equivalent experience