Learning and Development Leader

• Design and implement cohesive learning frameworks that support technical excellence and business acumen across a variety of accounting and advisory disciplines.
• Align learning models with evolving firm capabilities, career progression frameworks, and skill‑building strategies.
• Drive the adoption of personalized, scalable, and learner‑centric approaches across business units and regions.
• Develop and implement a firm‑wide learning strategy that addresses required CPE, soft skills, and leadership development across all levels and service lines.
• Build an integrated learning model that ties learning to career progression, role expectations, and firm strategy.
• Create firm‑wide learning paths that support onboarding, technical proficiency, client service readiness, and future leadership.
• Design and manage a portfolio of technical learning programs that meet NASBA and state‑level CPE requirements.
• Ensure content is regularly updated and audit‑ready, partnering with internal SMEs and external providers as needed.
• Oversee accurate tracking and reporting of CPE credits in accordance with professional standards.
• Lead the development and delivery of programs that build people leadership, communication, collaboration, emotional intelligence, and other essential soft skills.
• Leverage LCvista (our LMS), Workday (for skills and career development), and other emerging technologies (e.g., AI, mobile, microlearning) to deliver modern, scalable learning experiences.
• Apply adult learning principles to develop engaging, effective, and flexible learning formats, including live sessions, virtual classrooms, e‑learning, and blended programs.
• Serve as a strategic partner to firm leadership, service line leaders and HR to ensure learning initiatives are aligned with broader talent and business goals.

• Bachelor's degree in Human Resources, Organizational Development, Instructional Design, or a related field required;
  Master's degree a plus.
• Significant experience in learning and development—generally 10+ years—including at least 5 years in a leadership role managing teams, initiatives, or enterprise‑level programs, with a track record of increasing responsibility and impact.
• Demonstrated expertise in instructional design methodologies, adult learning principles, and learning experience platforms (LMS/LXP).
• In‑depth knowledge of CPE compliance requirements and regulatory standards relevant to accounting and advisory professions.
• Proven ability to develop and execute enterprise‑wide learning strategies aligned with organizational goals.
• Strong analytical skills with experience in learning metrics, data analysis, and reporting to drive continuous improvement.
• Exceptional communication, collaboration, and stakeholder management skills.
• Experience implementing or managing LCVista or similar enterprise learning systems preferred.
• Ability to navigate ambiguity and manage multiple priorities in a fast‑paced, matrixed environment.
• Professional certifications (e.g., CPLP, CPTD, SHRM‑SCP) a plus.

Demonstrates expertise in designing and implementing learning frameworks that enhance technical proficiency and leadership development while ensuring compliance with CPE requirements. Leverages advanced instructional design methodologies and learning experience platforms to create scalable, learner‑centric programs aligned with organizational goals.