Provide day to day operational and program support across the full sales learning lifecycle
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
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
Coordinate all scheduling and communications related to sales new-hire onboarding programs
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

Relevant prior professional experience
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

Learning & Development Associate

Key skills