Senior Training & Performance Partner

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟠 Senior

🪙 Affiliate Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Penn Mutual

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1847

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

📋 Description

• Translate HTK Operations business, technology, regulatory, and workforce needs into actionable training and readiness plans • Design, develop, deliver, and maintain blended learning, job aids, communications, assessments, and point-of-need performance support • Facilitate training and learning activities for employees, leaders, subject matter experts, and business trainers • Apply feedback and performance data to continuously improve learning solutions • Support readiness for technology and workflow changes through learning materials, pilots, rollout activities, reinforcement, and measurement • Develop and maintain onboarding, role-based learning plans, systems and regulatory training, proficiency assessments, and cross-training resources • Apply and reinforce knowledge management and Shelf governance standards • Monitor content accuracy, currency, ownership, usability, and review status • Partner with Operations and Quality to analyze performance trends, errors, audit findings, and risks • Recommend and evaluate training or performance improvements • Manage assigned initiatives, coordinate stakeholders and dependencies, communicate progress and risks, and escalate significant issues • Use Microsoft 365, learning technologies, and AI-enabled tools to enhance training, content, technical writing, analysis, and knowledge management

🎯 Requirements

• Bachelor’s degree in business, Education, Organizational Development, Instructional Design, Financial Services, or a related field; equivalent education and experience may be considered • 5+ years of relevant training, performance consulting, organizational development, operational readiness, knowledge management, or related experience • 5+ years of Broker-Dealer and/or RIA experience with knowledge of brokerage operations such as New Accounts, Cashiering, Trading, Commissions, Licensing, Operations Controls, advisor support, or supervision • Strong instructional design, facilitation, adult-learning, communication, analytical, influencing, and project-management skills • Ability to independently manage assigned initiatives and multiple priorities • Experience translating complex operational, regulatory, technical, and business requirements into practical learning and performance-support solutions • Ability to build stakeholder alignment, drive follow-through, and influence outcomes without direct authority • Advanced proficiency with Microsoft 365 applications, learning technologies such as Articulate 360, and AI-enabled tools, including Microsoft Copilot, Claude, and similar platforms