Director of Talent Development – Culture

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Assess organizational health and identify capability gaps with HR and business leaders • Design scalable interventions to improve leadership effectiveness, team performance, and organizational outcomes • Design, scale, and deliver leadership, manager, and employee development programs • Build learning strategies aligned to business priorities and future capability needs • Strengthen manager effectiveness through practical tools and consistent development approaches • Enable employee growth through role-based learning, career pathways, and development resources • Support skills-based approaches across roles and functions • Improve role clarity, internal mobility, and leadership readiness • Embed learning, development, and culture practices into HR services • Use data, feedback, and performance insights to prioritize improvements and strengthen service outcomes • Drive responsible use of digital tools and AI to improve service quality and efficiency • Lead the enterprise engagement approach and annual Employee Engagement survey • Manage Employee Resource Groups and inclusion efforts • Oversee culture programs including Employee Gift, Charitable Giving, and Day of Service • Lead the enterprise mentoring program and measure its effectiveness • Lead the enterprise wellness and well-being program • Manage and lead a team of learning and culture specialists • Manage direct reports and provide clarity and performance feedback

🎯 Requirements

• Bachelor's degree in human resources, organizational development, or a related field, or equivalent experience • Minimum of 10 years of experience in organizational development, learning, or related HR disciplines • Proven ability to design and scale leadership, employee, and workforce development programs • Ability to influence cross-functional stakeholders and drive adoption through leaders • Experience using data and insights to inform decisions and measure impact • Ability to lead strategies for AI-enabled learning, leadership development, and workforce capability solutions • Proficiency in digital tools and emerging technologies in learning and development • Strong experience leveraging AI tools and platforms to drive business outcomes and optimize workflows • Ability to design and implement AI-enhanced processes • Ability to evaluate and recommend AI solutions for business challenges • Understanding of AI ethics and bias considerations • Ability to train team members on AI tool adoption • Knowledge of emerging AI technologies • Experience with prompt engineering and AI model evaluation • Understanding of AI limitations and risks • Superior verbal and written communication skills • Ability to stand or sit for long periods, file documents in high or low cabinets, and use telephone and computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)