Role Overview:

The Learning and Development Consultant facilitates structured learning experiences that build job-critical skills and support consistent performance outcomes for business professionals.

Total Experience: 8 - 13 years

This role applies adult learning principles to instructor-led, virtual, and blended learning formats, partnering with instructional designers, subject matter experts, and business leaders to ensure learning objectives translate into on-the-job capability.

Responsibilities:

- Facilitate instructor-led, virtual, and blended learning sessions aligned to defined learning objectives and performance standards.

- Coordinate and facilitate end-to-end blended learning experiences by connecting pre-work, live instruction, and post-session practice.

- Deliver new-hire onboarding programs and ongoing learning initiatives that support role readiness and skill progression.

- Apply adult learning principles to support understanding, practice, and skill transfer in an operational environment.

- Lead structured skill practice, role-play, and application activities aligned to job expectations.

- Provide targeted feedback and reinforcement based on observed learner performance and established criteria.

- Collaborate with instructional designers to share learner insights and contribute to continuous improvement of learning delivery.

- Partner with business leaders and subject matter experts to ensure curriculum reflects current processes, systems, and expectations.

- Review learning effectiveness indicators and adjust facilitation approaches as needed.

- Maintain readiness on content, systems, and business updates to ensure learning experiences remain accurate and relevant.

- Foster a professional, inclusive learning environment that supports participation, accountability, and growth.

- Use AI-enabled tools and technologies, as appropriate, to enhance facilitation effectiveness.

- Adapt to evolving business needs by taking on additional responsibilities as assigned.

Required Qualifications:

- Bachelor's degree in Education, Training, Communication, Business, or a related field, or equivalent professional experience.

- At least 8 years of experience facilitating structured learning experiences for adult learners, including instructor-led and virtual delivery.

- Experience delivering learning as a primary responsibility.

Core Competencies:

- Learning facilitation: Deliver structured learning experiences aligned to learning objectives and performance outcomes.

- Adult learning application: Apply adult learning principles to skill development and knowledge retention.

- Coaching and feedback: Observe learner performance, facilitate practice, and provide constructive feedback.

- Facilitation discipline: Follow curriculum intent, manage time effectively, and balance instruction, discussion, and application.

- Adaptability: Adjust facilitation strategies based on learner readiness, role expectations, and real-time observation.

- Communication and active listening: Communicate concepts clearly, check for understanding, and encourage purposeful learner interaction.

- Collaboration and partnership: Work effectively with instructional designers, subject matter experts, and business stakeholders.

- Technical proficiency: Facilitate in virtual environments and navigate learning management systems.

Preferred Qualifications:

- 8+ years of experience in learning facilitation, training delivery, or learning and development.

- Experience supporting call center, service, or other operational environments.

- Exposure to financial services, regulatory, or compliance-based training.

- Training or facilitation certifications (ATD, CPTM, or similar).

- FINRA licensing (SIE, Series 7, or similar).