Penn Mutual
Penn Mutual
1,001 – 5,000 कर्मचारी
H1B वीज़ा प्रायोजक
Penn Mutual 1847 में स्थापित एक प्रतिष्ठित संस्था है। वर्तमान जानकारी और जॉब एग्रीगेटर के माध्यम से सूचीबद्ध अवसरों के लिए इसकी कंपनी प्रोफ़ाइल देखें।

Senior Training and Performance Partner - Penn Mutual Remote

Lead training, readiness, and knowledge-management initiatives for Penn Mutual’s U.S. financial-services operations. Develop learning solutions spanning brokerage operations, regulatory requirements, technology changes, and workflow improvement.

विवरण

  • Convert HTK Operations’ business, technology, regulatory, and workforce needs into practical training and readiness plans
  • Create, deliver, and maintain blended learning, job aids, communications, assessments, and point-of-need support
  • Facilitate learning for employees, leaders, subject matter experts, and business trainers
  • Use feedback and performance data to refine learning solutions
  • Prepare employees for technology and workflow changes through materials, pilots, rollouts, reinforcement, and measurement
  • Maintain onboarding programs, role-based curricula, systems and regulatory training, proficiency assessments, and cross-training resources
  • Apply and promote knowledge-management and Shelf governance standards
  • Track content accuracy, currency, ownership, usability, and review status
  • Work with Operations and Quality to assess performance trends, errors, audit findings, and risks
  • Recommend and assess training and performance enhancements
  • Lead assigned initiatives, align stakeholders and dependencies, report progress and risks, and escalate significant issues
  • Use Microsoft 365, learning platforms, and AI-enabled tools to improve training, content development, technical writing, analysis, and knowledge management

आवश्यकताएँ

  • Bachelor’s degree in business, education, organizational development, instructional design, financial services, or a related discipline; equivalent education and experience may qualify
  • At least five years of experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area
  • At least five years of Broker-Dealer and/or RIA experience, including familiarity with brokerage functions such as new accounts, cashiering, trading, commissions, licensing, operations controls, advisor support, or supervision
  • Strong capabilities in instructional design, facilitation, adult learning, communication, analysis, influencing, and project management
  • Proven ability to manage assigned initiatives and competing priorities independently
  • Experience turning complex operational, regulatory, technical, and business requirements into usable learning and performance-support solutions
  • Ability to align stakeholders, promote follow-through, and influence results without direct authority
  • Advanced proficiency with Microsoft 365, learning tools such as Articulate 360, and AI-enabled platforms including Microsoft Copilot, Claude, or comparable tools

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