Learning & Development Associate

Columbia Threadneedle Investments is a global investment firm that offers growth and career opportunities. They are seeking a Learning & Development Associate to support the design, delivery, execution, and measurement of sales learning initiatives within the North America Sales and Marketing organization, focusing on enhancing team member capability and performance.

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