Head of Global Investments Training

Softcard (acquired by Google)

. Develop and execute a global investment learning and professional development strategy aligned with Investments Leadership’s objectives and priorities .

Posted 9/21/2026full-timeHouston • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing investment learning strategies, managing training programs, and supporting professional development for investment professionals. Proficient in stakeholder engagement, program management, and utilizing learning management systems to enhance training effectiveness.

Highest-signal resume keywords

Investment ManagementTraining Needs AnalysisProgram ManagementLearning Management SystemsBudget Management

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Applicant Tracking System Keywords

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Hard Skills

Training Program DesignCurriculum DevelopmentCPD AdministrationVendor ManagementData Analysis

Soft Skills

Excellent CommunicationRelationship BuildingOrganizational SkillsAttention to DetailCuriosity

Tools & Technologies

Microsoft OfficePowerPointLearning Management SystemsCPD Systems

Certifications & Qualifications

Bachelor's DegreeCFA Support

Industry Keywords

Professional DevelopmentInvestment OperationsTalent DevelopmentInvestment RolesTraining Logistics

About the role

Key responsibilities & impact

Develop and execute a global investment learning and professional development strategy aligned with Investments Leadership’s objectives and priorities
Partner with senior investment leaders, investment teams, HR partners, and internal subject matter experts to identify and prioritize training and capability-building needs
Agree on and maintain a global investor skills framework supporting development planning, career progression, and leadership expectations
Promote investment excellence, knowledge sharing, mentoring, and internal connectivity across asset classes, regions, and investment centers
Communicate training opportunities and firmwide development events to investment professionals
Conduct training needs analysis and translate findings into actionable development plans
Design, coordinate, and continuously improve learning pathways for new joiners, early-career investors, analysts, portfolio managers, and senior investors
Organize induction and onboarding programs for investment professionals
Coordinate training delivered by internal investment subject matter experts
Source, evaluate, buy, and manage training with external providers, including vendor selection, contracting support, logistics, and relationship management
Support qualification and study support processes, including guidance on CFA and other professional development pathways
Organize and administer mentoring programs
Plan networking events and forums for investment professionals
Manage in-person and virtual event logistics, including rooms, catering, meeting setup, attendance records, and participant communications
Administer training systems and records, including registration, attendance, training history, and course completion data
Manage CPD-related systems and processes, including supplier management and recording event participation
Report on CPD hours, training completion, attendance, participation, and program effectiveness
Gather feedback and produce reporting on participation trends, learner experience, and improvement areas
Maintain documentation and reporting supporting governance, auditability, and continuous improvement
Manage the Investments Learning & Development budget, including planning, tracking, vendor costs, and reporting
Ensure training activity is delivered within budget and aligned with policies, procedures, and conduct expectations
Evaluate program effectiveness and improve curriculum, logistics, communications, and learner experience
Monitor industry trends, investment education topics, and learning delivery methods
Perform other duties and responsibilities as assigned

Requirements

What you’ll need

8+ years of experience in professional development, learning and development, investment management, investment operations, talent development, or a related field
Experience designing, coordinating, or managing training programs for investment professionals preferred
Demonstrated experience conducting training needs analysis and translating business requirements into learning solutions
Experience working with senior stakeholders, internal subject matter experts, and external education or training providers
Experience managing budgets, vendors, contracts, training logistics, participant communications, and reporting
Experience with CPD, professional qualification support, learning systems, or training record administration preferred
Knowledge of investment management, investment roles, and professional development needs for investment teams preferred
Strong program management, organizational, and execution skills
Ability to operate strategically while managing detailed program administration and logistics
Excellent written and verbal communication skills
Ability to build effective relationships with investment professionals, senior leaders, HR partners, vendors, and internal subject matter experts
Strong analytical skills with the ability to gather feedback, interpret participation data, and report on outcomes
Ability to prioritize multiple initiatives, meet deadlines, and work effectively across global time zones
Strong attention to detail and commitment to high-quality learner experience
Curiosity and willingness to experiment with new learning technologies, investment research tools, and AI-enabled solutions
Proficiency with Microsoft Office and PowerPoint; experience with learning management systems, CPD systems, or related platforms preferred
Bachelor's degree required
Frequent collaboration with colleagues across global regions and time zones
Periodic travel will likely be required for in-person training events and investment team and leader engagement
Must be flexible to support occasional meetings or events outside standard business hours

Benefits

Comp & perks

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan