Senior Learning and Organizational Development Partner

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, Belfast, and Manila.

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards

• 2021 Most Innovative Companies - presented by Fast Company

• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

**Please submit up to 3 work samples when applying to the position.**

Position Overview: As the Senior Learning and Organizational Development Partner, you will play a crucial role in fostering a positive and engaging onboarding experience for new employees at Apex. Reporting to the Director of Learning and Culture, you will manage the Learning Management System (LMS), onboarding training/processes, and technical systems used to deploy learning programs. This role requires a technically savvy individual with experience in Articulate, Rise 360, Workday Learning, and Lessonly/Seismic LMS.

In addition to onboarding, you will be responsible for developing and managing programs that support employee engagement, growth, and development. You will oversee the planning, execution, monitoring, and controlling of these programs, ensuring they align with organizational goals and are delivered on time, within scope, and within budget.

Key Responsibilities:

• Global Onboarding and Training: Conduct engaging onboarding training sessions to welcome and integrate new employees into the company culture.

• Program Management: Develop and manage programs that support employee engagement, growth, and development.

• LMS Management: Oversee the Learning Management System, ensuring it is effectively utilized for training and development purposes.

• Technical Expertise: Utilize Articulate, Rise 360, Workday Learning, and Lessonly/Seismic LMS to create and deploy training programs.

• Collaboration: Work with organizational units and internal/external Subject Matter Experts (SMEs) to design training programs aligned with competencies and strategic learning opportunities.

• Project Management: Plan, execute, monitor, and control learning programs, ensuring they are delivered on time, within scope, and within budget.

• Change Management: Conduct Change Impact and Readiness assessments, develop and execute change management activities to support organizational transitions.

• Communication: Provide regular updates to the Director of Learning and Culture, ensuring transparency and alignment with organizational goals.

• Administrative Tasks: Schedule classes, set up systems and equipment, and coordinate enrollment.

• Metrics and Reporting: Track ROI and report on key training metrics to determine the effectiveness of training and development programs.

Qualifications:

• 5+ years of experience in the Learning and Development industry.

• Experience with change management and organizational effectiveness.

• Excellent project management and problem-solving skills.

• Proficiency in designing learning programs based on business needs.

• Proficiency in course development software and at least one Learning Management System.

• Proficient with Microsoft Office Suite.

• Excellent communication skills, both verbal and written.

• Strong lesson and curriculum planning skills.

• Ability to manage and drive change that results in positive impact.

• Self-starter with a tenacious, can-do attitude.

• Ability to manage multiple and shifting priorities in a fast-paced and challenging environment.

• Excellent presentation and training delivery skills

Desired Attributes:

• Upbeat attitude and ability to engage new employees.

• Passion for creating engaging programs that support employee growth and development.

• Technically savvy with experience in Articulate, Rise 360, Workday Learning, and Lessonly/Seismic LMS.

• Eager to grow their potential and contribute to the team's success.

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

$82,000-$102,500

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.