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Learning and Development Specialist

2 months ago

Topeka, United States Advisors Excel Full time

Position: Learning and Development Specialist

Department: Employee Experience

Reporting to: Director of Learning and Development

Location: Topeka, KS - Onsite

Overview:

At Advisors Excel, we believe that continuous learning and development are the keys to success-for our team and the advisors we support. As a Learning and Development Specialist, you will be a pivotal part of our mission to: "Facilitate learning, build skills, and strengthen abilities to improve individual growth, team functioning, and work performance."

This role involves developing new training initiatives, maintaining existing programs, and delivering impactful training experiences. This Specialist role will focus on onboarding new advisor staff, managing training systems, and supporting the continuous learning culture at Advisors Excel.

Do you thrive on creating impactful learning experiences that drive growth and performance? If so, we have an exciting opportunity for you

What you'll do:

  • Lead onboarding and new hire training for advisor's staff, ensuring a smooth transition for approximately 50-100 new advisor staff each month
  • Present training sessions alongside other experts, such as AE Operations Trainers, through both online content and Zoom presentations
  • Maintain and develop content for the AE University learning management system (LMS) and Daily Business Resources (DBR) for Advisors and their staff
  • Maintain accurate records of training provided, including project management and outcome tracking
  • Oversee the Staff University LMS, ensuring it meets the evolving needs of the organization
  • Support the maintenance and enhancement of the AEHQ internal website, promoting engagement and usability
  • Cultivate strong relationships with various departments to align and promote L&D initiatives across the organization
  • Collaborate with the recruiting and onboarding team to facilitate New Hire Orientation and Rockstar Academy for AE employees
  • Partner with the Director and department trainers to identify new opportunities for personal and professional development
  • Research and brainstorm innovative training programs that align with organizational goals
  • Support the L&D Director on special projects as needed
  • Perform other duties as assigned to support the overall success of the L&D Team
Experience you'll bring:
  • Proven experience in presenting and training others, with effective use of visual aids
  • Strong project management skills, capable of managing multiple training classes and initiatives at various stages simultaneously
  • Proficiency in systems and computer-based tasks, with experience managing LMS platforms
  • Familiarity with software tools such as Excel, Canva, PowerPoint, and SharePoint
  • Knowledge of learning management systems and instructional design principles
  • Excellent written and verbal communication skills, with the ability to deliver training confidently and professionally
  • Strong interpersonal skills, with the ability to support and unite teams
  • Adaptable and flexible, able to pivot quickly with a positive attitude when projects or plans change
  • Ambitious, motivated, and creative, with a curiosity to learn and a willingness to take calculated risks in training design
Bonus Points:
  • Understanding of adult learning methodologies
  • Demonstrated experience in teaching or training adults
What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site caf, gym and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events...and more

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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