Learning & Development Associate

Columbia Threadneedle Investments is a global investment firm focused on providing diverse financial solutions and exceptional client service. They are seeking a Learning & Development Associate to support the design, delivery, execution, and measurement of impactful learning programs within the North America Sales and Marketing organization.

Responsibilities

• Provide day to day operational and program support across the full sales learning lifecycle, ensuring accurate execution and follow‑through on learning initiatives
• Develop, maintain and monitor accurate learning activity and performance tracking reports
• Manage scheduling across multiple stakeholders (SMEs, sales leaders, new hires, L&D team)
• Prepare agendas, track assignments, organize logistics, and support communication flow
• Update, format, and maintain training materials (slide decks, handouts, facilitator guides)
• Create and maintain how‑to guides, FAQs, and process documentation
• Assist in developing surveys, intake forms, and basic assessments
• Build a working knowledge of the firm’s products, sales process, and L&D acumen to be accountable for creating and maintaining content that is used by the sales organization and within in-person and virtual training programs
• Coordinate all scheduling and communications related to sales new‑hire onboarding programs
• Support administration of onboarding programs, including session tracking and proactive follow‑up
• Attend onboarding sessions to take notes, capture action items, and ensure smooth delivery
• Facilitate training workshops as assigned
• Prepare and deliver progress reports for managers and leadership
• Manage Allego video‑based learning activities, review of learner participation and performance, and active collaboration with managers and learning leaders to support coaching and development
• Develop, maintain, and monitor learning activity dashboards and performance-tracking reports
• Analyze participation, completion, and results data, and translate findings into clear, professional reports for managers and senior leadership
• Ensure accuracy, consistency, and clarity in all reporting deliverables
• Use reporting insights to support continuous improvement of learning programs

Skills

• Relevant prior professional experience, demonstrating accountability, learning agility, and ability to collaborate with multiple stakeholders
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Comfort interacting professionally with business partners at all levels
• Bachelor's degree or equivalent experience
• Willingness and motivation to obtain the Series 7 license within the first year
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (PowerPoint, Excel, Outlook); willingness to learn new tools
• Prior experience or demonstrated interest in Learning & Development, training, sales enablement, or education
• Experience in financial services, sales organizations, or other complex/regulated or corporate environments strongly preferred
• Familiarity with learning technologies such as LMS platforms or video-based learning tools a plus

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurances

Company Overview