Learning & Development Associate

Columbia Threadneedle Investments is a global investment firm focused on providing diverse financial solutions and exceptional client service. They are seeking a Learning & Development Associate to support the design, delivery, execution, and measurement of impactful learning programs within the North America Sales and Marketing organization. Responsibilities - Provide day to day operational and program support across the full sales learning lifecycle, ensuring accurate execution and follow‑through on learning initiatives - 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 and within in-person and virtual training programs - Coordinate all scheduling and communications related to sales new‑hire onboarding programs - Support administration of onboarding programs, including session tracking and proactive follow‑up - Attend onboarding sessions to take notes, capture action items, and ensure smooth delivery - Facilitate training workshops as assigned - 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 to support coaching and development - Develop, maintain, and monitor learning activity dashboards and performance-tracking reports - Analyze participation, completion, and results data, and translate findings into clear, professional reports for managers and senior leadership - Ensure accuracy, consistency, and clarity in all reporting deliverables - Use reporting insights to support continuous improvement of learning programs Skills - Relevant prior professional experience, demonstrating accountability, learning agility, and ability to collaborate with multiple stakeholders - 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 - Prior experience or demonstrated interest in Learning & Development, training, sales enablement, or education - Experience in financial services, sales organizations, or other complex/regulated or corporate environments strongly preferred - Familiarity with learning technologies such as LMS platforms or video-based learning tools a plus Benefits - Vacation time - Sick time - 401(k) - Health, dental and life insurances Company Overview - Columbia Threadneedle Investments is an asset management firm. It was founded in 1985, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://www.columbiathreadneedle.com.