Learning & Development Manager

Principle Duties and Responsibilities

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  Willingness and ability to exhibit Wellby Core Values every day.

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  Works with purpose and is driven to provide the best team member experience.

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  Collaborate with organization leaders to better understand training needs

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  Establishing clear concise and achievable learning objective that align with performance and organization needs

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  Assist VP of Learning & Development with measuring the effectivenessof training and provide recommendations

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  Create and maintainstructured learning pathways for all levels in organizational ensuring a logical progression for employee skills development.

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  Lead the end-to-end rollout of learning programs and initiatives, ensuring smooth execution and high participation rates

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  Manage the optimization of learning management systems (LMS) to track progress, manage content and assess outcomes 

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  Design and develop training programs, workshops, and e-learning courses tailored to the needs of various departments within the credit union.

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  Collaborate with the VP of Learning and Development to develop and strengthen the organization’s L&D initiativesto show results through Key performance indicators, productivity and engagement scores. 

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  Conduct regular training needs assessments to identify skill gaps and areas for improvement.

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  Assess the effectiveness of training programs through feedback, surveys, and performance metrics, making necessary adjustments to improve outcomes. 

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  Work closely with organizationleaders and the learning and development team to align training initiatives with organizational goals and employee development plans

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  Curriculum design and facilitation of training materials, including manuals, guides, and multimedia content

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  Facilitate and deliver training sessions in-person and virtually, ensuring an interactive and impactful learning experience.

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  Managing the Learning Management System (LMS)and ensuring all employees receive mandatory compliance training and stay updated on regulatory changes.

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  Assist VP of Learning & Development with creatingthe training budget, ensuring cost-effective use of resources and identifying gaps and opportunities for efficiency gains. 

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  Manage and mentor a team of learning and development professionals, fostering a collaborative and high-performing environment.

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  Exhibit a high level of professionalism, confidentiality and judgement 

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  Performs other related duties as assigned. 

Knowledge, Skills, and Abilities (KSA)

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  Knowledge of Wellby’s organizational functions and general operating policies and procedures.

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  Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

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  Knowledge of personal computers, utilizing Microsoft Office Suite and other software programs.

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  Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

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  Ability to communicate clearly and concisely, orally and in writing.

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  Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

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  Ability to coordinate several concurrent activities simultaneously.

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  Ability to exercise independent judgment.

Supervisory Responsibilities

Complexity & Scope of Work

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  The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

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  The team member performs routine and generally related tasks without supervisory direction.

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  Tasks may occasionally have to be coordinated, integrated, and/or prioritized. 

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  Courses of action are determined by established procedures and/or the department Leader

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  The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

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  The team member uses independent judgment in making decisions. 

Physical Demands & Work Environment

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  The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

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  To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.  

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  The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

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  The ability to observe details at close range (within a few feet of the observer).

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  Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

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  The noise level in the work environment is usually moderate.

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  Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

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  Bachelor’s degree, in education, business administration, human resources or a related fieldrequired

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  Minimum five (5) – seven (7) years of professional experience in learning and development, career coaching or similar experience required.

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  Minimum one (1) – three (3) years of leadership experience preferred.

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  Financial institution experience preferred 

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  Strong instructional design and curriculum development skills.

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  Excellent presentation and facilitation abilities with strong analytical skills.

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  Proficiency in e-learning platforms and learning management systems (LMS).

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  Excellent communication and interpersonal skills.

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  Proficient with MS Office Suite (i.e., PowerPoint, Word, Excel)

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  Relevant certifications such as CPLP (Certified Professional in Learning and Performance) or SHRM-CP/SCP are a plus but not required. 

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  Bondable

For All Candidates

Full-Time, Salary (exempt)

Wellbyis an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources. 

Wellbyprovides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please emailcareers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.