Senior Specialist/Specialist - Talent Development Resume Example
Love this resume?Build Your Own Now
SENIOR SPECIALIST/SPECIALIST - TALENT DEVELOPMENT
Professional Summary
Skilled Learning and Development Specialist passionate about helping people achieve their career development goals. Adept at collaborating with teams within the organization to increase overall effectiveness. Excellent communication and relationship building skills. Top 5 Gallup StrengthsFinder: Includer, Arranger, Connectedness, Positivity, Responsibility.
Skills
Education
University of Nebraska At OmahaCity, StateBachelor of Science: Business Administration With Emphasis On Mgmt
Certifications
- Training Design, Delivery and Facilitation Certificate - 2015 - Training Magazine
- Better Way Certification (201) - 2016 – TD Ameritrade
- Performance Consultant Certification – 2017 – Training Magazine
Licenses
- Series 7 - General Securities Representative Examination
- Series 63/65 - Uniform Securities Agent State Law/Investment Adviser Law Examination
- Series 24 - General Securities Principal Examination
- Series 4 – Registered Options Principal Examination
- Series 57 - Securities Trader Representative Exam
Community Service
- Participated in Habit for Humanity builds 2009-2017
- Food Bank Volunteer 2016-2018
- Junior Achievement Volunteer 2018
- Holiday Charities Volunteer 2013-2019
- American Red Cross Blood Donor
Work History
Rutgers University- Senior Specialist/Specialist - Talent Development
New Brunswick , NJ10/2013 - Current
New Brunswick , NJ10/2013 - Current
Training Coordination and Facilitation
- Monitored and coached new hire associates on individual study habits and best practices to achieve success on their SIE and Series 7 licensing exams.
- Educate managers by facilitating leadership development courses via classroom and virtual sessions. Average class size of 20
- Coordinated training and team building activities during Business Continuity Planning for Brokerage Operations. Over 250 associates participated in activities.
Content Development
- Co-manage projects to develop and deliver unique training for several lines of business which included project planning, needs assessments, and content design.
- Collaborated on content development for the Retail Aspiring Manager Program (RAMP).
Process Improvement
- Selected to participate on FINRA Process/Procedure project to review and assess internal procedures as a result of FINRA's rule change allowing permissive registrations. Developed a new enterprise wide licensing agreement, communication plan for business to roll out procedure changes and training for managers.
Project Leadership
- Collaborated with business partners within Compliance, Human Resources, and Retail Learning and Development to determine process changes with FINRA's Representative-Level Exam Restructuring Program. Outcomes included: Policy changes, strategy development, corporate communication plan, and new Securities Industry Essentials (SIE) training and testing processes.
- Acted as a vendor management project lead in an enterprise wide initiative to roll out a new communication and collaboration platform. This involved co-developing training resources, facilitating training sessions, participating in user acceptance testing, reviewing communication plans, and attending weekly meetings with the vendor to determine training plan strategy.
- Selected to contribute to the Scottrade Integration Onboarding project. Responsibilities included developing resources and communication for HR business partners to provide consistent onboarding with the complex hiring process.
Ss&C Technologies- Facilitator
Washington , DC09/2004 - 10/2013
Washington , DC09/2004 - 10/2013
Training Facilitation/Content Development
- Partnered with Investor Service Manager Development Program members to conduct train the trainer sessions and provided facilitation feedback/coaching to help prepare them to assist with our Quotes and Authorization training classes.
- Facilitated training classes for TD Ameritrade associates, including associate core education for new hires, training on new systems or processes, and broker training for existing associates.
- Participated in a leadership role in the conversion training plan for legacy TD Waterhouse associates in the San Diego, Canada, and New Jersey locations. This included coordination of travel and schedules for team members, content design, and facilitation in all three locations.
Project Leadership
- Acted as a project lead in a major learning initiative for Investor Services. Initiative involved developing a needs analysis, project plan, creating and facilitating material and working closely with the business, Workforce Management, and L&D Senior Management throughout the process.
- Participated in cross-functional team projects to ensure that communication and training related to the projects are developed and disseminated to all affected associates prior to the release of new products, systems, or procedure changes.
Accutrade, Inc. /Ameritrade Plus- Manager - Investor Services
City , STATE06/2000 - 09/2004
City , STATE06/2000 - 09/2004
Leadership/Supervision
- Managed a team of 14 registered representatives.
- Monitored the day-to-day operation of several specialized work streams to ensure the team provided superior service levels for the clients.
- Managed call handled escalations.
Performance Management/Coaching
- Assisted associates with questions regarding trading, account maintenance, and client relationship management.
- Provided structured cadence of coaching for the associates to ensure quality and productivity performance standards were met or exceeded, while adhering to the company's core values.
Accutrade, Inc.- Senior Margin Analyst/Registered Representative
City , STATE05/1996 - 06/2000
City , STATE05/1996 - 06/2000
Client Relationship Management
- Analyzed accounts to ensure clients met specifications for margin requirements.
- Worked with individual clients to satisfy margin calls issued in their accounts.
- Assisted clients with processing their trades.
- Trained several new brokers on trading procedures and TD Ameritrade systems.
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Completeness
- Formatting
- Word choice
- Measurable results
- Strong summary
- Typos
Resume Overview
School Attended
- University of Nebraska At Omaha
Job Titles Held:
- Senior Specialist/Specialist - Talent Development
- Facilitator
- Manager - Investor Services
- Senior Margin Analyst/Registered Representative
Degrees
- Bachelor of Science : Business Administration With Emphasis On Mgmt
Similar Resumes
