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Penn Mutual
Penn Mutual
1.001 – 5.000 Angajați
Sponsor pentru viza H1B
Penn Mutual este o organizație bine consolidată, fondată în 1847. Explorați profilul companiei pentru informații actuale și oportunități publicate prin intermediul agregatorului de locuri de muncă.
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Principal Training and Performance Partner - Penn Mutual Remote

Lead training, performance, and readiness initiatives for Penn Mutual’s U.S. financial-services operations. Support brokerage workflows, technology changes, onboarding, regulatory education, and knowledge management.

USStatele Unite ale Americii
100.000 $ – 125.000 $ / an
RemoteNormă întreagăLiderLimbă Obligatorie: englezăManager de afiliereMarketing afiliat

Descriere

  • Develop training, performance, and readiness strategies that support HTK Operations’ business, technology, regulatory, and workforce priorities.
  • Advise leaders on performance and capability gaps, recommending solutions across people, processes, knowledge, technology, and training.
  • Lead readiness for technology and workflow changes through impact assessments, learning plans, pilots, rollout support, measurement, and sustainment.
  • Build and improve onboarding and workforce-readiness programs using role-based learning, systems training, regulatory education, proficiency assessments, cross-training, and reinforcement.
  • Maintain knowledge-management and Shelf governance standards so content remains accurate, current, searchable, and easy to use.
  • Work with Operations and Quality to analyze performance trends, errors, audit findings, and risks, then define and evaluate improvement actions.
  • Direct complex cross-functional initiatives, influence stakeholders without formal authority, and communicate priorities, risks, decisions, and results.
  • Use Microsoft 365, learning platforms, and AI-enabled tools to enhance training, content, analysis, and knowledge management.

Cerințe

  • Bachelor’s degree in business, education, organizational development, instructional design, financial services, or a related field; equivalent education and experience may be considered.
  • At least 7 years of relevant experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area.
  • At least 7 years of Broker-Dealer and/or RIA experience, including knowledge of brokerage operations such as new accounts, cashiering, trading, commissions, licensing, operations controls, advisor support, or supervision.
  • Proven success leading training, performance, operational-readiness, change-management, and knowledge-management initiatives that improve employee performance and business results.
  • Experience identifying performance and capability gaps and using data and business insight to recommend training, coaching, process, communication, knowledge-management, or performance-support solutions.
  • Strong relationship-building, instructional-design, facilitation, adult-learning, consulting, communication, analytical, influencing, and project-management skills, with the ability to manage multiple priorities independently.
  • Advanced proficiency with Microsoft 365, learning technologies such as Articulate 360, and AI-enabled tools, with responsible application and appropriate governance and quality controls.
  • Preferred: Experience with Docupace, NetX360, Envestnet, HUB, FIS, or comparable financial-services platforms.
  • Preferred: Experience supporting Broker-Dealer or Registered Investment Adviser operations; financial-services licenses such as Series 7, 63, or 65 are a plus.

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