Senior Learning Performance Consultant

Team Overview

Enterprise Learning is responsible for building new capabilities critical to our firm's strategy at speed and scale, ensuring our 50,000 home‑office associates and branch team members are reskilled and upskilled to deliver industry‑leading Human‑Centered Complete Wealth Management.

The Senior Learning and Performance Consultant is responsible for diagnosing business and learner needs and leading the creation and execution of high‑performance learning journeys across the value stream, leading multiple complex learning and performance initiatives that deliver business outcomes in support of the firm strategy by accelerating talent development and adoption of new/improved behaviours.

• Establish trusted partnerships as a consultant to business leaders throughout the organization, employing diplomacy, objectivity, and learning sciences, while utilising advanced knowledge and skill sets to create targeted learning interventions by translating business outcomes and strategy into performance outcomes, moments‑that‑matter applications, and learning objectives.
• Informally lead matrixed, cross‑functional teams on highly complex learning and performance initiatives, facilitating a learner‑centred creative design process, conducting learner research, cocreating with end‑users, prototyping learning experiences that achieve performance outcomes, and ensuring first‑time quality at speed and scale while continuously exercising high levels of individual discretion regarding matters of firm importance.
• Use advanced skills and expertise to apply learner experience research, insights, adult learning principles, processes, technology, techniques, and measures to recommend, implement, and support the creation and continuous optimisation of learning experiences to achieve enterprise business outcomes.
• Partner with insights and analysis teams across the firm to design research projects, test & learns, learning measurement plans, KPIs, and feedback loops to identify learning and performance opportunities, formulate and validate recommendations, monitor performance, evaluate impact, and predict future needs.
• Partner with internal stakeholders and established vendors to curate and incorporate appropriate resources into learning and performance initiatives.
• Serve as a mentor and coach to learning and performance consultants and design teammates at a variety of levels, using modelling, feedback, and coaching techniques within project work to ensure quality outcomes and support internal talent development.
• Strategically sequence all initiatives within a value‑enablement function and synthesize them into continuous learning and performance journeys that build critical capabilities, protect learner mindshare, and optimise talent performance to achieve enterprise business outcomes.
• Develop business cases, including cost estimates (time and resource), to present the need for investment or divestment in learning and performance initiatives.
• Stay current on research and practices in Learning & Development and other industries, experimenting with new applications and processes to optimise learning experiences, accelerate business outcomes, support the development of teammates, and build Enterprise Learning capabilities.

• Master’s Degree (or equivalent experience) in Education, Organizational Psychology, Human Capital Management, or related field;
  Doctorate preferred.
• 7+ years of experience in corporate learning, performance consultation, or a similar role, including:
  • Expert knowledge of Learning Sciences, Instructional Design, Assessment, Capability Mapping, and Modern Learning Experience Tools and Methodologies.
  • Proven experience successfully leading the strategic design of firm‑wide learning and performance initiatives from initial ideation through delivery, resulting in demonstrable impact on Business or Human Resources objectives.
  • Proficient understanding of the Financial Services Industry and Talent Management, with a specialisation in at least one discipline.

Candidates that live within a commutable distance from our Tempe, AZ, and St. Louis, MO home‑office…