Learning and Development

• Drive a comprehensive learning strategy aligned with business goals across multiple geographies
• Lead training initiatives across leadership and professional development, tax, audit, CAAS, and other service lines
• Ensure standardization and scalability of programs while adapting to regional needs
• Partner closely with leadership teams across the US, India, Colombia, and the Philippines
• Act as a trusted advisor to business leaders on capability building and workforce development
• Drive alignment between business priorities and learning interventions
• Collaborate with the Design Studio in the US to build and share learning content
• Where necessary, build unique, structured technical and people skills training programs
• Facilitate high-impact training sessions where required
• Introduce innovative learning methodologies (blended learning, digital tools, AI-augmented processes, etc.)
• Develop and oversee mentoring and coaching programs, aligning goals and structure to Aprio US' programs.
• Oversee and guide L&D teams in the Philippines, Colombia and India
• Build and scale the L&D function in India as needed
• Ensure high performance, engagement, and capability development within the team
• Establish robust processes for training needs analysis, program delivery, and evaluation
• Track effectiveness through feedback and business impact metrics
• Drive continuous improvement in learning frameworks and content
• Manage relationships with learning vendors

Senior Manager, Global Learning & Development

• Design and develop engaging learning content using instructional design principles and adult learning theories.
• Collaborate with SMEs and stakeholders to analyze learning needs and define measurable learning objectives.
• Develop storyboards, scripts, and course outlines for digital and instructor-led programs.
• Create interactive e-learning modules, assessments, and simulations using authoring tools (e.g., Articulate Storyline, Rise, Captivate).
• Utilize graphic design, multimedia editing, and video production skills to create engaging educational content and materials.
• Evaluate and improve learning materials through feedback, analytics, and post-training assessments.
• Maintain consistency in tone, branding, and instructional approach across all learning materials.
• Stay current with L&D trends, technologies, and best practices to continuously enhance learning effectiveness.

Instructional Designer

• Provide ongoing coaching and mentoring to Trainers and Assistant Managers, fostering professional growth and building a high-performing training team.
• Oversee and, when necessary, facilitate training sessions to ensure consistent knowledge transfer and skill development.
• Conduct TNAs to identify knowledge gaps and design targeted action plans that address performance challenges.
• Collaborate closely with business leaders and support teams to align training initiatives with organizational goals and operational priorities.
• Ensure all training requirements are met by coordinating resources, monitoring progress, and evaluating effectiveness of learning interventions.

L&D Manager

• Deliver high-quality training programs that enhance the professional growth and expertise of the firm's assurance professionals.
• Facilitate engaging training sessions, both in-person and virtually, that align with the firm’s strategic goals and industry standards.
• Collaborate closely with subject matter experts and Assurance partners to ensure that training content is accurate, relevant, and effectively meets the learning needs of Aprio’s Assurance team.
• Translate complex Assurance topics into accessible and practical learning experiences.
• Assess the effectiveness of training programs and make continuous improvements to ensure continuous learning and professional excellence.
• Manage multiple training initiatives simultaneously.

Senior Learning and Development Specialist – Assurance Training

• Assist in creating interactive and engaging instructor-led and online training courses
• Revise, update, and maintain training courses
• Contribute to online instructional design and development standards
• Adhere to Partner brand, image, and style guidelines in training asset development
• Utilize best practices in Knowledge-Centered Service to develop and maintain a robust and efficient knowledge base for staff and partner consumption
• Schedule and deliver standard training plans on a defined timeline for Partners and the staff in a virtual environment
• Maintain current knowledge of Partner’s products
• Show understanding and demonstrate proficiency with various teams’ processes and procedures for successful training of staff
• Conduct training evaluations and provide feedback to staff and management
• Effectively communicate complex concepts related to trust and safety on social media platforms

Training Specialist

• Coordinate all aspects of inbound, outbound, and Zoom training sessions, ensuring smooth and effective delivery for Dermal Educators and clients.
• Respond promptly to training inquiries and provide ongoing client support for the online learning platform, The Education HUB.
• Assist clients with training queries, platform access, navigation, and troubleshooting on The Education HUB.
• Monitor and manage training class numbers, liaise with the Education Manager, and communicate model requirements to clients.
• Promote and administer the Travel Rebate program, ensuring all eligible clients are informed and supported throughout the process.
• Maintain and update the Training Calendar with Dermal Educator schedules plotted three months in advance.
• Communicate proactively with clients regarding training cancellations, rescheduling, and any changes to their training journey.
• Issue Training Certificates and monitor Competency Checklists in a timely manner.
• Maintain organized and accurate client communications and feedback records in Highrise.
• Schedule and manage Zoom training sessions, ensuring no scheduling conflicts across Education HUB accounts.
• Assist clients with enrolling in inbound training sessions and manage workshop schedules accordingly.
• Coordinate all travel logistics for Dermal Educators conducting outbound training, including booking flights, accommodation, and car hire through Flight Centre and other providers.
• Prepare and distribute detailed travel itineraries to Dermal Educators and upload all relevant travel documentation to the Training Calendar.
• Liaise with the Education Manager and Dermal Educators to ensure all travel arrangements are confirmed, cost-effective, and finalized at least one week prior to training.
• Confirm outbound training sessions with clients via phone one week before the scheduled date.
• Send Room Requirements to outbound clients, monitor responses, and upload premise photos to Highrise for approval.
• Enroll clients in relevant Education HUB modules within 24 hours of request and send welcome and navigation support emails.
• Troubleshoot platform issues and provide ongoing assistance to clients using The Education HUB.
• Monitor student messages and relay inquiries to the appropriate department promptly.
• Support the Global Education Innovator with Education HUB tasks as required.
• Deliver high standards of client support in line with the company's mission to "Make People Feel Wonderful."
• Develop a thorough understanding of departmental practices to effectively filter calls and direct inquiries to the right teams.
• Actively contribute to team meetings and help improve internal protocols and processes.
• Maintain accurate and up-to-date client records in Highrise following every client interaction.
• Provide general product and service information to clients and redirect inquiries to the appropriate department.
• Uphold and role model company values daily — Reliability, Accountability, Passion, Innovation, Respect, Support, Commercial Mindset, and Fun.
• Perform additional reasonable tasks as required to support the smooth operation of the business.

Training Coordinator

• Design, implement, and support learning programs and initiatives addressing professional development needs
• Curate and maintain online learning content aligned with the global learning strategy
• Facilitate discussions or sessions in Compliance New Hire Training and related programs
• Conduct learning needs analyses to inform program design and enhancements
• Monitor, measure, and evaluate the effectiveness of professional development initiatives
• Maintain and update the Professional Development dashboard for management reporting
• Manage training schedules and program timelines to ensure alignment with business and learner needs
• Track and record learning participation using designated learning systems and tools (e.g., Pursuit, Compass)
• Maintain and enhance the Compliance Training Audit Readiness Framework, including governance artifacts, policies, standards, procedures, and evidence repositories
• Support regulatory examinations, internal audits, and assurance reviews by coordinating documentation, data extracts, and standardized responses
• Perform periodic training governance and readiness health checks (e.g., documentation completeness, version control, approval tracking) aligned with global standards
• Track, document, and follow up on remediation actions arising from audits, reviews, and validations
• Produce accurate and timely compliance training reports for senior management, oversight forums, and stakeholders
• Perform trend, exception, and issue analysis related to training completion, overdue items, and recurring issues
• Ensure consistency, traceability, and alignment across data sources, reports, and governance artifacts
• Support quarterly and annual validation activities, including documentation reviews, exception log management, and evidence testing
• Maintain standardized templates, control inventories, trackers, and reporting tools to support scalable training oversight
• Participate in ad hoc projects and continuous improvement initiatives as assigned

Compliance Specialist – Professional Development

• Review the current quality control processes across Deposits&Telesales and identify gaps, risks, and improvement opportunities.
• Design a transparent and scalable quality assessment framework: what we check, how we check it, how often, by whom, and with which criteria.
• Define evaluation logic for different cohorts of cases and customer interactions.
• Improve manual evaluation processes, evaluation sheets, calibration logic, and consistency of assessment.
• Establish a clear quality governance model together with L&D, business stakeholders, and manual quality reviewers.
• Develop and maintain a quality metrics framework for Deposits&Telesales.
• Work with both qualitative and quantitative quality metrics, ensuring they are clear, consistent, and connected to business and operational outcomes.
• Connect quality data with broader service, sales, operational, and L&D priorities.
• Work with dashboards and reporting to make quality results clear, reliable, and actionable.
• Improve the current AI-assisted quality check setup, with the long-term goal of making chat evaluation more scalable and useful.
• Identify opportunities for optimization, automation, and digitalization of quality control processes.
• Work closely with L&D and methodology teams to define what should be checked and improved.
• Own the logic of how quality checks should be structured, conducted, calibrated, and interpreted.
• Translate quality findings into L&D actions: training needs, coaching priorities, methodology updates, and performance improvement initiatives.
• Align quality standards with business owners from Deposits&Telesales.
• Ensure quality insights are understandable and useful for Operations, Business, L&D, and Product stakeholders.
• Make sure quality insights lead to measurable improvement initiatives, not just audit reports.
• Help define what resources, tools, dashboards, or processes are needed to scale the function further.
• Support the development of a more systematic, scalable Quality Development function while maintaining operational stability.

Quality Development Manager – Deposits, Telesales L&D

• Play a key role in strengthening how learning is designed, delivered, and measured across multiple business units at Salmon
• Work closely with trainers, team leads, and stakeholders to ensure training is clear, effective, and aligned with real operational needs

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