Learning and Development

• Provide oversight to Workplace Investing's portfolio of leadership experiences
• Manage complex leadership development programs
• Build effective internal and external relationships
• Use data to measure program effectiveness
• Develop compelling narratives to communicate business value

Director, Leadership Development Programs

• Support the development and implementation of learning and development programs aligned with business needs.
• Deliver and coordinate training programs, including onboarding, technical skills, and continuous improvement initiatives.
• Collaborate with cross-functional teams to identify learning needs and assist in developing targeted training solutions.
• Support and guide Ambassadors across our four Innovation Centers, providing coaching and day-to-day direction.
• Assist in evaluating training effectiveness through feedback, assessments, and basic reporting.
• Help create and update training materials, including e-learning modules, instructor-led content, and job aids.
• Ensure training activities follow organizational standards and established best practices.
• Support training compliance efforts and assist with audit readiness across our four Innovation Centers.
• Maintain accurate and up-to-date training records for employees.
• Track completion of required certifications and compliance training.
• Assist in preparing reports on training completion, compliance status, and potential gaps.
• Partner with internal teams to help meet regulatory and operational requirements.
• Other duties/responsibilities as necessary.

Learning Specialist

• Develop, plan, coordinate and deliver training curriculum and development programs for SP sales employees
• Lead the training process end-to-end including needs analysis, content development, training delivery
• Collaborate with Human Resources and Education departments to coordinate comprehensive product-focused sales training curriculum
• Lead new hires through their onboarding journey and ensure their comprehension and confidence
• Maintain a calendar of new hire training to ensure alignment with employee success
• Build relationships with sales colleagues and leadership
• Deliver instructional content and certify sales team product knowledge
• Partner with the Education team to communicate science and key selling messages of SP products
• Create high-quality content including fact sheets, instructional videos, and audio guides
• Ensure ongoing training and program reinforcement

Product Sales Training Manager

• Draft, format, and refine training materials, enablement guides, and documentation
• Maintain and organize content libraries and knowledge repositories
• Update and rewrite existing training decks and process documents
• Transcribe and document workflows and SOPs
• Maintain document templates and ensure proper filing and version control
• Conduct periodic audits of existing documentation
• Develop AI-assisted first drafts of internal communications
• Manage distribution lists and maintain the internal communications calendar
• Own the editorial process for internal comms
• Manage end-to-end logistics for team members attending industry conferences and external events
• Write event communications, attendee-facing materials, agendas, and post-event recap summaries
• Coordinate with content contributors and track deadlines across the content calendar
• Build and maintain dashboards or trackers for adoption metrics and team feedback
• Schedule cross-functional meetings, take notes, and distribute clear action item recaps.

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Director, Leadership Development Programs

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Product Sales Training Manager

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