Senior Training & Performance Partner

Penn Mutual

. Translate HTK Operations business, technology, regulatory, and workforce needs into actionable training and readiness plans .

Posted 10/5/2026full-timeRemote • United StatesSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in instructional design, training facilitation, and performance consulting, with a strong focus on developing actionable learning solutions that align with business and regulatory needs. Proficient in utilizing Microsoft 365 and learning technologies to enhance training effectiveness and knowledge management.

Highest-signal resume keywords

Instructional DesignTraining FacilitationPerformance ConsultingMicrosoft 365 ProficiencyBroker-Dealer Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training DevelopmentPerformance Support SolutionsRegulatory TrainingProficiency AssessmentsKnowledge ManagementOperational ReadinessProject ManagementAnalytical SkillsAdult Learning PrinciplesContent Accuracy Monitoring

Soft Skills

Communication SkillsInfluencing SkillsStakeholder AlignmentIndependent Initiative ManagementFacilitation Skills

Tools & Technologies

Microsoft 365Articulate 360AI-Enabled ToolsMicrosoft CopilotClaude

Industry Keywords

Brokerage OperationsNew AccountsCashieringTradingCommissionsLicensingOperations ControlsAdvisor SupportSupervisionOrganizational Development

About the role

Key responsibilities & impact

Translate HTK Operations business, technology, regulatory, and workforce needs into actionable training and readiness plans
Design, develop, deliver, and maintain blended learning, job aids, communications, assessments, and point-of-need performance support
Facilitate training and learning activities for employees, leaders, subject matter experts, and business trainers
Apply feedback and performance data to continuously improve learning solutions
Support readiness for technology and workflow changes through learning materials, pilots, rollout activities, reinforcement, and measurement
Develop and maintain onboarding, role-based learning plans, systems and regulatory training, proficiency assessments, and cross-training resources
Apply and reinforce knowledge management and Shelf governance standards
Monitor content accuracy, currency, ownership, usability, and review status
Partner with Operations and Quality to analyze performance trends, errors, audit findings, and risks
Recommend and evaluate training or performance improvements
Manage assigned initiatives, coordinate stakeholders and dependencies, communicate progress and risks, and escalate significant issues
Use Microsoft 365, learning technologies, and AI-enabled tools to enhance training, content, technical writing, analysis, and knowledge management

Requirements

What you’ll need

Bachelor’s degree in business, Education, Organizational Development, Instructional Design, Financial Services, or a related field; equivalent education and experience may be considered
5+ years of relevant training, performance consulting, organizational development, operational readiness, knowledge management, or related experience
5+ years of Broker-Dealer and/or RIA experience with knowledge of brokerage operations such as New Accounts, Cashiering, Trading, Commissions, Licensing, Operations Controls, advisor support, or supervision
Strong instructional design, facilitation, adult-learning, communication, analytical, influencing, and project-management skills
Ability to independently manage assigned initiatives and multiple priorities
Experience translating complex operational, regulatory, technical, and business requirements into practical learning and performance-support solutions
Ability to build stakeholder alignment, drive follow-through, and influence outcomes without direct authority
Advanced proficiency with Microsoft 365 applications, learning technologies such as Articulate 360, and AI-enabled tools, including Microsoft Copilot, Claude, and similar platforms