Learning Specialist recruitment

Role Objective:

Develop and deliver a product skills framework, in conjunction with LLD, HR as well as  key business stakeholders. To enable the organisation to develop foundation, advanced and expert levels of client and product skills capability across the firms platform. Finally to develop a common approach to client and product skills development across the business.

Role Responsibilities:

Client Product Skills Learning Framework

• Develop the client and/or product skills framework including face to face programmes, materials for integration into the Private Banking Curriculum and blended on line materials for performance and sales manager support.

• Integrate foundation client and/or product skills materials across existing programmes

Sales Management Development

• Develop a sales management programme (aligned with the management leadership curriculum) at foundations, advanced and expert levels scalable across the business.

Training Cycle

• Work with centre’s of excellence in the design of materials). Form close relationships that drive consistent high quality training and communication to the business. Work collaboratively with other dependent functions (GRI, TC, Compliance) to ensure and integrated message.

• Identify business and team level client and/or product skills development needs, leverage existing materials and where appropriate design, source, deliver bespoke workshops.

• Source and identify Subject Matter Experts (SMEs) from the Business to input into the design and support the delivery of client and/or product skills training.

Internal External Networks

• Maintain and develop a vendor network.

• Ensure adherence to HR/Group policies and standards, Governance and internal controls relating to learning activities.

Communication

• Develop educational/marketing content to promote the use of client skills toolkits, support advisers, bankers, relationship managers and sales managers to self serve.

Programme Management

• Programme management responsibility for the firms foundation programme (e.g. PBE/NPBP). Conduct deep dive evaluation exercises as required supplying feedback to the business/HR.

• Manage delivery of specific learning projects within responsibilities e.g. Retail Distribution Review advice programme.

Team Working

• Create close relationships with HR Partners to provide an integrated client skills offering to the client.

• Develop and maintain excellent relationships with the business to raise the profile and capability of Learning and ensure achievement of business goals.

• Work in partnership with LLD team members ensuring a collaborative and efficient approach.

Candidate Requirements:

Expertise/Technical Knowledge:

• In depth, working knowledge of client skills techniques and best practice.

• Knowledge/literate in financial products and markets.

• Proven experience of delivering the complete training cycle from needs analysis to evaluation.

• Excellent partnership approach.

• Proven and consistent stakeholder management experience.

• Ability to utilise a broad external network when required.

• Excellent commercial understanding of business environment, priorities and key products/processes/systems.

• Wealth of industry knowledge.

• Sound understanding of key financial metrics.

Personal Skills/Competencies

• Excellent relationship and influencing skills.

• Strong project management skills.

• Commercial focus - understands what our clients want and need.

• Excellent communication skills both oral and written.

• Excellent analytical ability.

• Performance driven and results oriented.

• Team oriented.

• Flexible and able to work under pressure and with conflicting demands and meet deadlines.