Consultant

Role summary

Core responsibilities

• Translate business outcomes and functional needs into learning objectives with management, process consultants, and subject-matter experts.
• Select appropriate learning methods, analyze needs, and develop training project plans.
• Design, develop, facilitate, and deliver learning programs; evaluate effectiveness and recommend improvements.
• Maintain inventories and schedules for training programs and tools, aligned with management priorities.
• Design and maintain a Market Operations curriculum that can be delivered across geographic locations.
• Coordinate and deliver new-hire training and design self-paced and instructor-led training for systems and system rollouts.
• Align L&D interventions with business-unit and enterprise needs; consult with management on training needs and initiatives.
• Work with global training teams, provide backup, manage multiple projects, and represent Market Operations L&D in meetings.
• Serve as a subject-matter expert in program design and act as a product and marketing manager for training programs.

Candidate profiles and qualifications

• Profile 1: 3–5 years of Market Operations/Securities Services experience and recognized subject-matter expertise; a move into L&D is contemplated.
• Profile 2: 3–5 years in training, learning consulting, or curriculum development; financial services or a regulated environment is preferred.
• Profile 2 candidates should be able to learn complex Market Operations/Securities Services processes and operating models.
• Candidates need strong communication, stakeholder influence, collaboration, accuracy, attention to detail, and the ability to give and receive feedback.
• Candidates must be able to consult subject-matter experts and convert their knowledge into step-by-step training.
• Candidates will present and submit a technical writing sample, such as procedures or training documentation.

Internal movement eligibility

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