Strategic Leadership & Planning
Conduct comprehensive talent needs analyses to define learning priorities aligned with firm-wide strategic objectives at the end of the year when budget planning.
Partner with HR and business leaders to ensure learning programs strengthen the firm’s culture, support succession planning, and drive measurable performance improvement.
Program Ownership & Enterprise Learning Solutions
Lead the design, implementation, and continuous evolution of global learning programs, including leadership and management development and early-career programs (analyst and associate), ensuring clear differentiation by role, level, and business need.
Oversee global mentoring initiatives, driving high engagement and measurable developmental outcomes.
Own the design and delivery of the firm’s internship learning and development experience, partnering closely with business leaders to ensure content is business-led and role-relevant, and with HR Business Partners to ensure consistency, quality, and alignment with broader early-career development efforts.
Global Learning Delivery
Deliver and oversee tailored learning programs for international offices, including coordinating European-based sessions such as Europe Learning Week in Luxembourg, Amsterdam, and London and Asia Learning Week in Tokyo and Hong Kong.
Ensure regional learning initiatives reflect cultural nuances, local regulatory requirements, and global consistency in development standards.
Learning Technology, AI & Blended Learning Excellence
Assist with implementation of Workday as the future Learning Management System (LMS), ensuring seamless delivery of online, hybrid, and in-person learning experiences.
Drive the use of modern, blended learning approaches, including micro-learning, digital content, and experiential formats to increase engagement, accessibility, and impact.
Partner with Global Technology Services (GTS) to advance the firm’s AI-enabled learning agenda, ensuring employees and leaders develop the knowledge, skills, and confidence to effectively leverage AI; embed AI fluency into leadership development, functional training, and everyday learning experiences.
Coaching, Assessment & Talent Development
Administer and debrief talent assessment tools such as MBTI, StrengthsFinder, and/or Hogan to support team effectiveness, leadership development, and individualized growth plans.
Source, curate, and manage a high-quality network of executive coaches, ensuring the firm partners with best-in-class internal and external coaches; establish standards, governance, and ongoing evaluation to ensure coaching investments deliver meaningful leadership impact.
Compliance & Regulatory Learning
Partner with HRIS, Compliance, and Legal teams to deploy global mandatory harassment and regulatory training programs.
Monitor completion rates, ensure audit readiness, and guarantee programs meet all financial services regulatory standards.
Operational Excellence & Program Governance
Measure learning effectiveness using data-driven insights and provide actionable reporting to senior stakeholders.
Maintain strong vendor partnerships and oversee the annual L&D budget including vendor negotiations, tuition reimbursement administration, and contract management.
Conduct comprehensive talent needs analyses to define learning priorities aligned with firm-wide strategic objectives at the end of the year when budget planning.
Partner with HR and business leaders to ensure learning programs strengthen the firm’s culture, support succession planning, and drive measurable performance improvement.
Program Ownership & Enterprise Learning Solutions
Lead the design, implementation, and continuous evolution of global learning programs, including leadership and management development and early-career programs (analyst and associate), ensuring clear differentiation by role, level, and business need.
Oversee global mentoring initiatives, driving high engagement and measurable developmental outcomes.
Own the design and delivery of the firm’s internship learning and development experience, partnering closely with business leaders to ensure content is business-led and role-relevant, and with HR Business Partners to ensure consistency, quality, and alignment with broader early-career development efforts.
Global Learning Delivery
Deliver and oversee tailored learning programs for international offices, including coordinating European-based sessions such as Europe Learning Week in Luxembourg, Amsterdam, and London and Asia Learning Week in Tokyo and Hong Kong.
Ensure regional learning initiatives reflect cultural nuances, local regulatory requirements, and global consistency in development standards.
Learning Technology, AI & Blended Learning Excellence
Assist with implementation of Workday as the future Learning Management System (LMS), ensuring seamless delivery of online, hybrid, and in-person learning experiences.
Drive the use of modern, blended learning approaches, including micro-learning, digital content, and experiential formats to increase engagement, accessibility, and impact.
Partner with Global Technology Services (GTS) to advance the firm’s AI-enabled learning agenda, ensuring employees and leaders develop the knowledge, skills, and confidence to effectively leverage AI; embed AI fluency into leadership development, functional training, and everyday learning experiences.
Coaching, Assessment & Talent Development
Administer and debrief talent assessment tools such as MBTI, StrengthsFinder, and/or Hogan to support team effectiveness, leadership development, and individualized growth plans.
Source, curate, and manage a high-quality network of executive coaches, ensuring the firm partners with best-in-class internal and external coaches; establish standards, governance, and ongoing evaluation to ensure coaching investments deliver meaningful leadership impact.
Compliance & Regulatory Learning
Partner with HRIS, Compliance, and Legal teams to deploy global mandatory harassment and regulatory training programs.
Monitor completion rates, ensure audit readiness, and guarantee programs meet all financial services regulatory standards.
Operational Excellence & Program Governance
Measure learning effectiveness using data-driven insights and provide actionable reporting to senior stakeholders.
Maintain strong vendor partnerships and oversee the annual L&D budget including vendor negotiations, tuition reimbursement administration, and contract management.