Job 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
Benefits: