Senior Associate Learning & Development

Role Overview

We are seeking a highly skilled Learning & Development professional to join our team as a Senior Associate (PF3). This role is responsible for delivering impactful learning experiences and designing modern training solutions that drive measurable performance outcomes.

We expect strong expertise in facilitation, instructional design, learning technology, with the ability to create engaging, interactive learning across in‑person, virtual, and digital environments. The role also advances learning through innovative tools such as AI‑enabled solutions, hands‑on labs, and ensures the integrity of knowledge content.

• Facilitate engaging in-person and virtual training programs for diverse audiences.
• Deliver complex topics in a clear, structured, and learner-focused manner.
• Foster an interactive learning environment that promotes participation and knowledge retention.
• Design and maintain instructional facilitator guidebooks.
• Provide post-training support and reinforcement to support application of learning.
• Design and develop instructor‑led, virtual, and eLearning solutions aligned to business needs.
• Conduct needs analysis to identify performance gaps and recommend learning strategies.
• Develop interactive, learner‑centered content using a variety of instructional methods.
• Evaluate training effectiveness and continuously improve learning solutions.
• Apply AI and emerging technologies to enhance learning experiences and increase engagement.
• Explore and implement new approaches to improve interactivity and learner outcomes.
• Stay current on industry trends and incorporate best practices into learning solutions.
• Create, update, and maintain knowledge articles, job aids, and performance support materials.
• Ensure content is accurate, accessible, and aligned with business processes.
• Partner with stakeholders to capture, organize, and improve knowledge content.
• Support the adoption and continuous improvement of knowledge platforms.
• Partner with business leaders and subject matter experts to develop effective learning solutions.
• Provide recommendations on learning approaches based on identified needs.
• Contribute to strategic initiatives and cross-functional projects.

• Bachelor’s degree preferred.
• Must be FINRA licensed with a Series 6 or 7.
• Minimum of 3 years of experience in learning & development, training delivery, or instructional design.
• Strong facilitation skills in both in-person and virtual environments.
• Experience designing eLearning using tools such as Sana, Colossyan, or similar.
• Knowledge of adult learning principles and instructional design methodologies.
• Experience in knowledge management or content development.
• Strong written and verbal communication skills.
• Ability to quickly learn and apply new technologies, including AI-enabled tools.
• Familiarity with learning evaluation methods and performance measurement.
• Experience working across multiple business lines or complex fast-paced environments.

All candidates must be FINRA licensed and/or FINRA Associate Person pre‑hire fingerprinting. Base salary range is $73,000 - $104,000. Overtime eligible:
Exempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No. Employees are also eligible for an annual discretionary bonus and an incentive program.

We provide a full package of benefits, including leave programs, adoption assistance, and student loan repayment programs.

Hybrid – 3 days per week. Candidates must be able to commute to either the Cleveland Service Center or the New York Home Office at least once per week. Ideal candidates reside within 50 miles of one of these locations.