Edtech.com's Summary

Baird is hiring a PWM Academy Curriculum Design Consultant to lead and standardize training and development initiatives for the Private Wealth Management Academy. The consultant collaborates with various teams to design innovative, high-quality educational courses and manages the lifecycle of educational materials using SharePoint and LMS platforms.

Highlights

Lead and standardize new training and development initiatives for the PWM Academy.
Collaborate with content, course development, and educational technology teams.
Manage educational materials on SharePoint and Learning Management Systems.
Lead training sessions and support branch training pilots related to PWM Academy.
Create and update PWM Academy’s BairdWeb pages and educational resources.
Experience required with Articulate 360, Captivate, Adobe Suite, Canva, Workday Learning, and/or Docebo.
3+ years in learning and development, with knowledge of adult learning theory.
Bachelor’s degree preferred or equivalent education and experience.
Salary range between $77,800 and $117,800 with up to 20% bonus potential.
Willingness to travel 10-25% and obtain securities licenses (SIE, Series 7/66 or 7/63/65).

PWM Academy Curriculum Design Consultant Full Description

PWM Academy Curriculum Design Consultant

Depending on your background, there are multiple paths to becoming a Baird Financial Advisor – each designed to prepare you for the unique challenges and rewards of this dynamic career.

Milwaukee, WI / Chicago, IL
Hybrid

About the Role:

Baird is an employee-owned wealth management, capital markets, asset management, and private equity firm with client assets of over $200 billion. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients.

The Curriculum Design Consultant plays a pivotal role in evolving the Private Wealth Management (PWM) Academy by leading and standardizing new training and development initiatives. This role requires extensive collaboration between content, course development, and educational technology colleagues and teams to apply best practices of adult education to create high-quality and innovative courses for our colleagues.

This position requires working from a Baird office 3 days per week

The Impact You’ll Make:

Partner with PWM Academy team to assist in the distribution and follow-up of training materials for all associates to meet the needs of our clients and our business.
Provides Learning and Development expertise on various projects with partners, including but not limited to Client Resource Groups and PWM Communications, to ensure new and ongoing training and technology initiatives that align with business needs.
Manages the lifecycle and creates educational materials on SharePoint and Learning Management System (LMS) for all PWM Academy.
Participate in branch training pilots as they relate to PWM Academy needs/questions.
Lead training and development sessions for PWM Academy initiatives.
Aides in building education and development for the PWM Academy using educational technologies to align with business and associate needs.
Creates and updates the PWM Academy’s BairdWeb pages.
Collaborate across the PWM Academy to design and develop education for branches and PWM.
Aides in deciding how learning is measured when designing materials for PWM.
Helps to develop curriculum for branches and match the educational needs to the business.
Work with SMEs to create educational materials.
Keeps up to date with corporate learning practices and new learning technologies.
Special projects as assigned.

What You’ll Bring to Baird:

Bachelor’s degree preferred or a combination of education and experience.
3+ years of experience in the learning and development field.
2 - 3 years of experience with programs like Articulate 360, Captivate, Adobe Suite, Canva, etc.
Training development experience and an understanding of adult learning theory.
Experience with Workday Learning and/or Docebo.
Superior customer service attributes/mindset; willingness to go “above and beyond” for the client.
Able to research and stay current with new learning technologies, while implementing them to improve the PWM Academy’s educational materials.
Ability to manage multiple projects effectively.
10-25% travel.
Willingness to acquire the SIE, Series 7/66 or 7/63/65 licenses.

Compensation and Benefits:

$77,800.00 - $117,800.00 annual salary range.
Bonus potential up to 20% of base pay.
Compensation and bonus are commensurate with experience, performance and/or firm profitability
You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

Original Job Description

PWM Academy Curriculum Design Consultant

Depending on your background, there are multiple paths to becoming a Baird Financial Advisor – each designed to prepare you for the unique challenges and rewards of this dynamic career.

Milwaukee, WI / Chicago, IL
Hybrid

About the Role:

This position requires working from a Baird office 3 days per week

The Impact You’ll Make:

Partner with PWM Academy team to assist in the distribution and follow-up of training materials for all associates to meet the needs of our clients and our business.
Provides Learning and Development expertise on various projects with partners, including but not limited to Client Resource Groups and PWM Communications, to ensure new and ongoing training and technology initiatives that align with business needs.
Manages the lifecycle and creates educational materials on SharePoint and Learning Management System (LMS) for all PWM Academy.
Participate in branch training pilots as they relate to PWM Academy needs/questions.
Lead training and development sessions for PWM Academy initiatives.
Aides in building education and development for the PWM Academy using educational technologies to align with business and associate needs.
Creates and updates the PWM Academy’s BairdWeb pages.
Collaborate across the PWM Academy to design and develop education for branches and PWM.
Aides in deciding how learning is measured when designing materials for PWM.
Helps to develop curriculum for branches and match the educational needs to the business.
Work with SMEs to create educational materials.
Keeps up to date with corporate learning practices and new learning technologies.
Special projects as assigned.

What You’ll Bring to Baird:

Bachelor’s degree preferred or a combination of education and experience.
3+ years of experience in the learning and development field.
2 - 3 years of experience with programs like Articulate 360, Captivate, Adobe Suite, Canva, etc.
Training development experience and an understanding of adult learning theory.
Experience with Workday Learning and/or Docebo.
Superior customer service attributes/mindset; willingness to go “above and beyond” for the client.
Able to research and stay current with new learning technologies, while implementing them to improve the PWM Academy’s educational materials.
Ability to manage multiple projects effectively.
10-25% travel.
Willingness to acquire the SIE, Series 7/66 or 7/63/65 licenses.

Compensation and Benefits:

$77,800.00 - $117,800.00 annual salary range.
Bonus potential up to 20% of base pay.
Compensation and bonus are commensurate with experience, performance and/or firm profitability
You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

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PWM Academy Curriculum Design Consultant

Edtech.com's Summary

PWM Academy Curriculum Design Consultant Full Description

PWM Academy Curriculum Design Consultant

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