Senior Advisor, Compliance Training And Education

Chartwell Investment Partners

Hybrid
Adult learning theory and instructional design
Securities and banking compliance regulations
Articulate storyline rise captivate authoring tools
The role focuses on designing and developing engaging compliance training courses that align with securities and banking regulations while inspiring associates to adhere to policies

Job Summary

  • The role focuses on designing and developing engaging compliance training courses that align with securities and banking regulations while inspiring associates to adhere to policies.
  • Candidates will utilize digital course authoring tools like Articulate Storyline and Rise to create eLearning assets and manage Learning Management System administrative tasks.
  • The position requires translating complex regulatory rules from agencies like the SEC and FINRA into clear, effective learning experiences for the organization.

Matching Summary

The role focuses on designing and developing engaging compliance training courses that align with securities and banking regulations while inspiring associates to adhere to policies.

Skills & Requirements

Must-have

  • Adult learning theory and instructional design
  • Securities and banking compliance regulations
  • Articulate Storyline Rise Captivate authoring tools
  • Learning Management System (LMS) administration
  • Needs analysis and performance measurement

Nice-to-have

  • ADDIE SAM Agile UDL instructional models
  • Kirkpatrick evaluation framework expertise
  • Stakeholder consulting and presentation skills
  • Project management with Smartsheet Asana Jira
  • Accessibility standards WCAG Section 508 knowledge

Key Requirements

  • Bachelor's degree preferred
  • Minimum three years in Compliance or financial services
  • Knowledge of SEC FINRA FDIC regulations

Work Rights

Not specified

Tailored Resume

Cover Letter