Training Specialist

Job Description

Job Purpose (Job Summary): Under general supervision, this position is responsible for the implementation of training strategies in a manner that ensures the achievement of the objectives set out in Invesco s strategic priorities, North American Transfer Agency (NATA) s and TKM s strategic plan while adhering to Invesco (IVZ) principles and Purpose. The Training Specialist will assess learning needs and provide training solutions with the goal of providing employees with the required knowledge and skills they need to effectively perform in their roles. They will focus on the learner experience and facilitate developmental classroom training for new and existing employees. The Specialist will also identify training needs and will be responsible for the design, development and delivery of a wide variety of courses including e-learning. This includes all products, services, systems, policy and procedure, new hire training and role specific soft skills training.Department Summary/Mandate: To increase the knowledge level of Transfer Agency staff by providing them with effective training solutions, communication strategies, and access to a knowledge management solution. The team is responsible for developing knowledge management strategies so that employees have the skills and information required in order to deliver the best client experience to our clients.Key Responsibilities / Duties:

• Facilitate classroom training to new and existing employees which includes products/services, systems, industry/markets, role specific soft skills, etc.
• Conduct effective workshops and facilitate practical application of topics. Observe employee training needs and provide constructive feedback to participants and their supervisors
• Follow training development process: conduct needs assessment, design, develop, implement and evaluate training, revising as needed
• Create effective instructor and participant manuals/handouts where applicable
• Create and conduct training using various mediums such as PowerPoint, Brainshark, Captivate, Panopto or other visual or online demonstrations (e-learning)
• Schedule and conduct meetings with appropriate Leadership staff to discuss training progress
• Perform other training administrative duties such as coordinating training sessions, booking rooms, calendars and administering new hire quizzes/diagnostics through online tools
• Audit all training content and work with assigned department(s) in order to ensure that the training content is accurate and up to date
• Look for continuous improvement in training methods and attempt to incorporate creative, experiential and interactive methods with the goal of developing and delivering creative and effective curriculum for all learning styles with a focus on the learner s experience
• Build strong working relationships at all levels of the organization
• Attend corporate project meetings, and work with internal clients to assess, create and deliver required training
• May be required to manage an internal project balancing Time, Cost and Quality.
• Ability to self-manage and work effectively in a fast paced environment with changing priorities while maintaining timelines
• Maintain knowledge of current trends and developments within the field of training, the investment industry, and department specific functions
• Perform other duties as required

Work Experience:

• Training/Facilitation work experience preferred
• One years of related work experience in the Investment Management industry preferred
• One year experience in Client Administration/Operations preferred

Specialized Skills/Knowledge:

• Knowledge of our US Investment products and services, systems as well as strong industry and investment knowledge preferred
• Knowledge of training industry and trends
• Strong verbal and written communication skills
• Accomplished facilitation/presentation skills
• Effective teaching/learning approaches in an adult learning environment
• Ability to manage multiple projects, meet deadlines, use prioritization skills and concentrate in a fast-paced, demanding work environment
• Strong analytical and problem-solving skills
• Strong interpersonal and relationship building skills
• Ability to learn new information quickly
• Working familiarity with Microsoft Office Applications Word, Excel, Power Point is required
• Familiarity with Adobe Suite of products, more specifically Captivate and Photoshop is an asset
• Willingness to maintain business knowledge - a strong understanding of our internal business partners goals and strategies

Formal Education:

• Education background preferred
• Post-secondary education with a business orientation preferred

Competencies:

• Achieves excellence through strong execution
• Demonstrates collaboration and teamwork
• Communicates effectively and respectfully
• Promotes innovation and continuous improvement
• Thinks ahead and makes fact-based decisions

Working Conditions:

• Normal office environment with little exposure to noise, dust and temperatures.
• The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary
• Normally works a regular schedule of hours, however overtime may be required

,

Keyskills :
salessoft skillscustomer relationsdesigncoachingnew hire traininginvestment management industrytraining needsproblem solvingtransfer agencylearning stylesmicrosoft office