Senior Advisor, Compliance Training And Education

Willenborg Wealth Management

Remote
Remote
Adult learning theory and elearning design
Instructional design models (addie, sam, agile, udl)
Securities and/or banking industry compliance
Willenborg Wealth Management is seeking a Senior Advisor for Compliance Training and Education to develop and implement compliance training programs that align with regulatory standards. The position is remote and requires expertise in adult learning and compliance within the financial services industry

Job Summary

  • Designs and develops engaging compliance training courses that meet regulatory compliance objectives and inspire associates to adhere to policies.
  • Consults stakeholders and collaborates to develop compliance training and education programs in conjunction with other compliance activities.
  • Leverage learning evaluation and measurement tools to assess training effectiveness and recommend improvements based on performance data.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Senior Advisor for Compliance Training and Education to develop and implement compliance training programs that align with regulatory standards. The position is remote and requires expertise in adult learning and compliance within the financial services industry.

Skills & Requirements

Must-have

  • Adult learning theory and eLearning design
  • Instructional design models (ADDIE, SAM, Agile, UDL)
  • Securities and/or banking industry compliance
  • SEC, FINRA, FDIC, OCC, FFIEC, Federal Reserve regulations
  • Articulate Storyline, Rise, Captivate authoring tools
  • Learning evaluation and measurement tools
  • Project management concepts and tools

Nice-to-have

  • Learner experience research best practices
  • WCAG / Section 508 accessibility requirements
  • Fundamental investment concepts
  • Agile project management methodologies
  • Client-first, integrity, independence, conservative long-term view

Key Requirements

  • 3 years of experience in Compliance and/or financial services
  • Bachelor's degree or equivalent experience
  • Additional licenses/certifications preferred

Work Rights

Not specified

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