Learning & Development Associate

Reposted 5 Days Ago
Boston, MA, USA
In-Office
75K-85K Annually
Junior
Fintech • Payments • Financial Services
The Role
The Learning & Development Associate supports the design and execution of training programs, manages scheduling, develops materials, and reports on training effectiveness while collaborating with stakeholders.
Summary Generated by Built In

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

You will play a critical role in supporting the design, delivery, execution, and measurement of high impact learning programs across the North America Sales and Marketing organization at Columbia Threadneedle Investments.
In this role, you will be accountable for supporting the design, delivery, execution, and measurement of sales learning initiatives that are relied upon by sales leaders to develop team member capability and performance and increase revenue.
Based within the business, reporting to our Vice President of Learning & Development, you will work closely with senior Learning & Development professionals, sales leaders, and subject matter experts to support high impact learning programs, enabling the team to deliver high quality training experiences for sales new hires and broader internal audiences.
This is an opportunity for a candidate who is organized and detail oriented, but also capable of learning complex subject matter, building domain expertise, and taking ownership of key aspects of the sales learning process, while developing your knowledge and understanding of the asset management industry.

Key Responsibilities
 

Administrative & Operational Support

  • Provide day to day operational and program support across the full sales learning lifecycle, ensuring accurate execution and follow‑through on learning initiatives.
  • Develop, maintain and monitor accurate learning activity and performance tracking reports.
  • Manage scheduling across multiple stakeholders (SMEs, sales leaders, new hires, L&D team).
  • Prepare agendas, track assignments, organize logistics, and support communication flow.

Content & Material Development

  • Update, format, and maintain training materials (slide decks, handouts, facilitator guides).
  • Create and maintain how‑to guides, FAQs, and process documentation.
  • Assist in developing surveys, intake forms, and basic assessments.
  • Build a working knowledge of the firm’s products, sales process, and L&D acumen to be accountable for creating and maintaining content that is used by the sales organization and within in-person and virtual training programs.

New Hire Training Support

  • Coordinate all scheduling and communications related to sales new‑hire onboarding programs.
  • Support administration of onboarding programs, including session tracking and proactive follow‑up.
  • Attend onboarding sessions to take notes, capture action items, and ensure smooth delivery.
  • Facilitate training workshops as assigned.
  • Prepare and deliver progress reports for managers and leadership.
  • Manage Allego video‑based learning activities, review of learner participation and performance, and active collaboration with managers and learning leaders to support coaching and development.

Reporting & Measurement

  • Develop, maintain, and monitor learning activity dashboards and performance-tracking reports.
  • Analyze participation, completion, and results data, and translate findings into clear, professional reports for managers and senior leadership.
  • Ensure accuracy, consistency, and clarity in all reporting deliverables.
  • Use reporting insights to support continuous improvement of learning programs.

Required Qualifications

  • Relevant prior professional experience, demonstrating accountability, learning agility, and ability to collaborate with multiple stakeholders.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Comfort interacting professionally with business partners at all levels.
  • Bachelor’s degree or equivalent experience.
  • Willingness and motivation to obtain the Series 7 license within the first year.
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office (PowerPoint, Excel, Outlook); willingness to learn new tools.
     

Preferred Qualifications

  • Prior experience or demonstrated interest in Learning & Development, training, sales enablement, or education.
  • Experience in financial services, sales organizations, or other complex/regulated or corporate environments strongly preferred.
  • Familiarity with learning technologies such as LMS platforms or video-based learning tools a plus.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration
 

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $75,000 - $85,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Human Capital

Line of Business  

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Top Skills

MS Office
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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