Learning Solutions Architect II

• Assist in developing learning strategies, tactics, solutions, and content for professional development or employee upskilling programs
• Facilitate learning solutions for professional development and employee upskilling
• Gather data and analyze training effectiveness
• Collaborate on reference materials, support tools, and leader resources
• Stay current with industry learning best practices and technical, product, and program enhancements
• Support multiple small-scale Division/Branch projects and programs
• Identify critical learning gaps and recommend learning solutions aligned with business objectives and enterprise strategy
• Partner with talent development, the enterprise learning community, and subject matter experts to curate, validate, and develop learning resources
• Support measurement of learning solution and program effectiveness

Requirements

• Experience in program management and evaluation, learning science, communications, instructional design, organizational development, or designing, developing, and implementing training
• Willingness to learn and apply theoretical knowledge through hands‑on work
• Experience conducting needs assessments and analysis for learning solutions
• Experience building relationships with and influencing team members and management
• Experience measuring ROI on learning solutions
• Experience compiling, organizing, and presenting findings to stakeholders and management
• Experience in synchronous learning and/or facilitation
• Experience working on cross‑functional teams and projects
• Fundamental understanding of instructional theories, educational psychology, educational theory, tools, and resources
• Exposure to strategic and execution‑focused planning and partner leadership alliances
• Organizational, planning, and project management knowledge
• Research, analytical, and problem‑solving skills
• Effective communication across organizational levels
• Effective verbal and written communication, including presenting to groups
• Bachelor's degree in Education, Instructional Technology, Human Resources, business, communication, behavioral sciences, Program Management, or related field, or equivalent combination of training, education, and experience
• Desired: FINRA Series 7 and NASAA Series 63/65 or 66 registration, and Life & Health Insurance License
• Desired: Familiarity with financial services operating models, including brokerage, RIA, and/or financial planning environments
• Monday-Friday availability, 8:00 AM-4:30 PM

Core Competencies

Demonstrates expertise in developing and implementing learning strategies and solutions, with a strong focus on measuring effectiveness and aligning with business objectives. Proficient in instructional design, program management, and effective communication across various organizational levels.

Highest-signal resume keywords

• Program Management
• Instructional Design
• Learning Science

  ATS Optimization Keywords

  Hard Skills

  • Training Development
  • Data Analysis
  • ROI Measurement
  • Synchronous Learning
  • Project Management
  • Organizational Development
  • Educational Psychology
  • Facilitation
  • Research Skills
  • Problem‑Solving

  Soft Skills

  • Relationship Building
  • Influencing Skills
  • Effective Verbal Communication
  • Effective Written Communication
  • Collaboration

  Certifications & Qualifications

  • Bachelor's Degree in Education
  • Instructional Technology
  • Human Resources
  • Program Management
  • FINRA Series 7
  • NASAA Series 63/65 or 66 Registration
  • Life & Health Insurance License

  Industry Keywords

  • Financial Services
  • Brokerage
  • RIA
  • Financial Planning
  • Learning Best Practices