Business Development Learning Specialist

Job Details

JOB OVERVIEW

The Business Development Learning Specialist performs technical/financial training for the Private Client Group, Enterprise, Institutional, and other business development groups, which includes new hire training, ongoing skills training, individual and group coaching, system enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and process improvements, while always focusing on the client experience. 

 

RESPONSIBILITIES & DUTIES

• Prepares associates to perform job functions by planning, conducting, and evaluating training.
• Conducts training needs assessment by collecting information on work procedures, workflow, and reports.
• Conducts job- and company-specific training.
• Prepare and execute recorded training content.
• Identifies training needs by observations, interviews, and audit findings.
• Establishes and enforces organizational standards.
• Coordinates with outside training consultants to deliver training and education to business development teams.
• Conducts group call calibrations and role play sessions.
• Evaluates specific job function training and updates as needed.
• Assists with procedural updates for the business development groups.
• Collaborates and cross-trains with other Learning Specialists and L&D Department members.
• Assists with “floating support” for new hires.
• Assumes role as back-up in cross-functional responsibilities.
• Assists with supporting call quality analysis.
• Perform other duties as assigned.
• Develops associates for onstage live speaking, and when needed conducts live speaking themselves.
• Attends various department meetings, and morning “scrums”
• Believes in the idea of “Education Beyond New Hire”
• Is motivated to assist in building a “Best in Class” Learning & Development Program

 

QUALIFICATIONS

• Bachelor’s Degree in Education, Finance, Business, Communication or related field preferred
• Significant professional work experience in lieu of a degree will be taken into consideration
• Three years of experience in a Financial Services environment
• Experience in Corporate Training and Adult Learning Theory preferred

 

PROFESSIONAL CERTIFICATIONS

• None

 

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Proficient in Microsoft Office Suite – with emphasis on PowerPoint
• Experience with Learning & Development content creation software

 

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Business Insight
• Develops Talent
• Plans & Aligns
• Instills Trust

 

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

 

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

 

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.