Edtech.com's Summary

HBK is hiring a Learning & Development Manager to lead strategic training programs across the US and India operations. This role involves developing and managing comprehensive learning initiatives, coordinating with technical trainers, and ensuring professional development is accessible and effective throughout the firm.

Highlights

Lead and develop annual training calendar aligned with business goals and employee growth.
Partner with leaders to identify training gaps and design targeted learning solutions.
Manage transition from LinkedIn Learning to live and virtual training programs.
Oversee coordination with technical trainers and integrate technical training into broader development.
Design and implement core competency frameworks and assessment tools.
Manage training logistics, vendor relationships, budgets, and large-scale training events.
Ensure consistent and culturally sensitive training delivery across US and India teams.
Utilize LMS systems (LCVista), virtual platforms (Zoom, Teams, WebEx), and Microsoft Office (PowerPoint, Excel).
Require 5+ years in learning and development, relevant bachelor's degree, professional training certification (CPLP, CPTD, or similar), and project management skills.
Competitive compensation with benefits including 401(k) match, medical/dental/vision insurance, paid holidays, and discretionary bonuses.

Learning & Development Manager Full Description

Learning & Development Manager

Job Category: Management

Requisition Number: LEARN002482

Full-Time

Hybrid

Warrendale, PA 15086, USA

Description

Learning & Development Manager

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Learning & Development Manager.

SUMMARY:

We are seeking a dynamic Learning & Development Manager to serve as the face of Learning & Development at HBK, driving strategic training initiatives across our domestic US and India operations. This role will lead the transformation of our learning culture by developing comprehensive training programs, coordinating with technical trainers, and ensuring consistent professional development opportunities for all employees across the firm.

HBK is committed to sustained and continuous learning and development.

QUALIFICATIONS:

Bachelor’s degree in human resources, business administration, education, or related field
5+ years of experience in learning and development, training, or human resources
Experience in professional services, public accounting, or similar client-service environments preferred
Professional certification in training and development (CPLP, CPTD, or similar)
Proven track record of managing complex training programs across multiple locations
Strong project management skills with ability to manage multiple initiatives simultaneously
Excellent communication and presentation skills, both written and verbal
Experience with virtual training platforms and e-learning technologies
Knowledge of adult learning principles and instructional design methodologies
International training or global workforce experience
Cultural sensitivity and experience working with diverse, global teams
Proficiency in LCVista Learning Management Systems (LMS)
Experience with virtual meeting and training platforms (Zoom, Teams, WebEx, etc.)
Strong Microsoft Office Suite skills, particularly PowerPoint and Excel
Familiarity with training evaluation methods and metrics
Ability to influence and collaborate with stakeholders at all organizational levels
Strong relationship-building skills with internal and external partners
Consultative approach to identifying and solving training challenges
Experience with competency modeling and development
Experience transitioning from self-paced to instructor-led training models
Ability and willingness to travel 20% domestically to HBK locations for training delivery and program implementation.

RESPONSIBILITIES

Develop and maintain the annual training calendar, ensuring alignment with business objectives and employee development needs
Partner with organizational leaders to identify training gaps and create targeted learning solutions
Lead the strategic initiative to transition from LinkedIn Learning to live and more virtual business and soft skills training programs
Serve as the primary point of contact and champion for all Learning & Development initiatives across the organization
Evaluate and implement cutting-edge learning technologies
Maintain strong working relationships with our 2 technical trainers to ensure seamless coordination of all training initiatives
Facilitate communication between technical trainers and business stakeholders
Integrate technical training components into broader professional development programs
Support technical trainers in curriculum development and delivery optimization
Work with CPCO on the development and rollout of organizational core competencies framework
Design training programs that align with identified core competencies
Create assessment tools and metrics to measure competency development progress
Collaborate with HR and department heads to integrate competencies into career development pathways
Partner with managers and HR to identify performance improvement opportunities through targeted training
Develop recommendations for specific training interventions for employees with identified skill gaps
Create individualized development plans that address performance deficiencies
Track and report on the effectiveness of performance-based training initiatives
Plan and execute annual training programs for different employee levels (staff, senior, manager, etc.)
Coordinate with external training providers and internal subject matter experts
Manage training logistics, scheduling, and resource allocation for large-scale training events
Evaluate training effectiveness and ROI for annual programs
Design and implement strategies to deliver consistent US-based training content to India-based employees
Ensure equitable access to professional development opportunities across all geographic locations
Adapt training delivery methods to accommodate different time zones and cultural contexts
Collaborate with India leadership to understand local training needs and compliance requirements
Manage Learning & Development Specialist
Manage training budgets and vendor relationships
Maintain training records and compliance documentation
Develop and implement training policies and procedures
Create and maintain training materials, resources, and documentation
Generate regular reports on training metrics and outcomes
Conduct surveys and feedback sessions at the conclusions of trainings to refine programs

BENEFITS WE OFFER:

Competitive Compensation
Open Paid Time Off Policy
401(k) plan with company match & Safe Harbor Contribution
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Annual Performance Reviews & Discretionary Bonus
And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

#HBKCPA

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Original Job Description

Learning & Development Manager

Job Category: Management

Requisition Number: LEARN002482

Full-Time

Hybrid

Warrendale, PA 15086, USA

Description

Learning & Development Manager

SUMMARY:

HBK is committed to sustained and continuous learning and development.

QUALIFICATIONS:

Bachelor’s degree in human resources, business administration, education, or related field
5+ years of experience in learning and development, training, or human resources
Experience in professional services, public accounting, or similar client-service environments preferred
Professional certification in training and development (CPLP, CPTD, or similar)
Proven track record of managing complex training programs across multiple locations
Strong project management skills with ability to manage multiple initiatives simultaneously
Excellent communication and presentation skills, both written and verbal
Experience with virtual training platforms and e-learning technologies
Knowledge of adult learning principles and instructional design methodologies
International training or global workforce experience
Cultural sensitivity and experience working with diverse, global teams
Proficiency in LCVista Learning Management Systems (LMS)
Experience with virtual meeting and training platforms (Zoom, Teams, WebEx, etc.)
Strong Microsoft Office Suite skills, particularly PowerPoint and Excel
Familiarity with training evaluation methods and metrics
Ability to influence and collaborate with stakeholders at all organizational levels
Strong relationship-building skills with internal and external partners
Consultative approach to identifying and solving training challenges
Experience with competency modeling and development
Experience transitioning from self-paced to instructor-led training models
Ability and willingness to travel 20% domestically to HBK locations for training delivery and program implementation.

RESPONSIBILITIES

Develop and maintain the annual training calendar, ensuring alignment with business objectives and employee development needs
Partner with organizational leaders to identify training gaps and create targeted learning solutions
Lead the strategic initiative to transition from LinkedIn Learning to live and more virtual business and soft skills training programs
Serve as the primary point of contact and champion for all Learning & Development initiatives across the organization
Evaluate and implement cutting-edge learning technologies
Maintain strong working relationships with our 2 technical trainers to ensure seamless coordination of all training initiatives
Facilitate communication between technical trainers and business stakeholders
Integrate technical training components into broader professional development programs
Support technical trainers in curriculum development and delivery optimization
Work with CPCO on the development and rollout of organizational core competencies framework
Design training programs that align with identified core competencies
Create assessment tools and metrics to measure competency development progress
Collaborate with HR and department heads to integrate competencies into career development pathways
Partner with managers and HR to identify performance improvement opportunities through targeted training
Develop recommendations for specific training interventions for employees with identified skill gaps
Create individualized development plans that address performance deficiencies
Track and report on the effectiveness of performance-based training initiatives
Plan and execute annual training programs for different employee levels (staff, senior, manager, etc.)
Coordinate with external training providers and internal subject matter experts
Manage training logistics, scheduling, and resource allocation for large-scale training events
Evaluate training effectiveness and ROI for annual programs
Design and implement strategies to deliver consistent US-based training content to India-based employees
Ensure equitable access to professional development opportunities across all geographic locations
Adapt training delivery methods to accommodate different time zones and cultural contexts
Collaborate with India leadership to understand local training needs and compliance requirements
Manage Learning & Development Specialist
Manage training budgets and vendor relationships
Maintain training records and compliance documentation
Develop and implement training policies and procedures
Create and maintain training materials, resources, and documentation
Generate regular reports on training metrics and outcomes
Conduct surveys and feedback sessions at the conclusions of trainings to refine programs

BENEFITS WE OFFER:

Competitive Compensation
Open Paid Time Off Policy
401(k) plan with company match & Safe Harbor Contribution
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Annual Performance Reviews & Discretionary Bonus
And Much More…

#HBKCPA

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