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Job Details

Learning Consultant I- Global Wealth amp Investment Management GWIM

Company name
Bank of America Corporation

Phoenix, AZ, United States

Employment Type

Consulting, Education, Training

Posted on
Jan 08,2019

Valid Through
Apr 23,2019

Apply for this job


Job Description:

Line of Business Description:

The Learning Consultant I

is an individual contributor role, responsible for contributing to an effective learning plan for the business, function or enterprise, in partnership with the Learning and client-facing Learning & Leadership Development (L&LD) teams. The Learning Consultant I is an advisor and partner to the client-facing L&LD team for the line of business, function or enterprise, to ensure evolving learning needs are met and outcomes are achieved. The Learning Consultant I is a member of the Regulatory, Enterprise Learning and Professional Development (REL&PD) team and will support the Global Wealth Intvestment Management (GWIM) platform from a compliance and regulatory standpoint.

Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions

The Learning Consultant I is responsible for the following:

Manage design, development and maintenance of a course catalogue

Partnering to scope the learning need with the client-facing partner(s) to fully define audience, learning objective(s), timing and readiness

Partnering with learning manager to perform solution consulting with the client-facing team(s) to identify optimal learning solutions.

Collaborate with a project team to create learning solutions or programs

Remaining current on internal and external (vendor) learning development capabilities including timing, costs and appropriate application

Partnering with business partners to ensure accurate audience identification prior to content deployment

Defining and reporting on key metrics aligned to learning plan or program elements.

Working with and managing SME interactions to ensure content is provided for design and development

Adhering to applicable learning standards and guidelines

Partnering with portfolio manager to ensure content is maintained or deactivated according to applicable guidelines

Escalating issues back to client-facing L&LD team(s) who escalate(s) to business if needed

Building relationships and maintaining communication with client-facing L&LD team and business partners

The Learning Consultant I must communicate with peers responsible for learning horizontal capabilities such as external vendors, design and development, and project management as well as delivery and facilitation to represent the needs of the line of business, function or enterprise. This role is responsible for managing the end-to-end learning cycle, resources, and deliverables while ensuring governance and standards are executed and met.

Enterprise Role Overview:

Supports the analysis, scoping and assessment of learning solutions. Partners with learning team to drive performance improvement by applying expertise in learning to identify opportunities, strategies and solutions that are directly linked to organizational and business goals. Will review analysis to determine root causes, propose solutions, scope out the projects and assess the impact of the solution. Individual contributor role.


3-5 years learning and development experience in a large, fast paced, results-oriented company

Strong ability to network and partner across teams to achieve results

Knowledge of learning plan governance and learning council processes

Project Management: Demonstrated success managing stakeholders, driving the execution of projects, and managing competing priorities

Strong communication (verbal and written) and relationship building skills

Ability to fundamentally understand business strategy and performance drivers

Basic knowledge and skills in analyzing, implementing and improving learning and development for all levels of employees.

Takes initiative and is a self-starter; works independently

Strong consulting, influencing, contracting, client engagement, analytical and problem solving skills.

Bachelor’s Degree or equivalent work experience

Proficient with Microsoft Office


Strongly prefer mobile learning design and development

Financial services industry experience

Series 7

Compliance or regulatory learning

Experience with Learning Management Systems (LMS)

Strong Excel (pivots, v look-ups) and ability to draw and present conclusions from data

Posting Date

: 01/08/2019





Plano, TX, 6400 LEGACY DR (TX2972),

- United States


: No

Full / Part-time

: Full time

Hours Per Week

: 40


: 1st shift

Company info

Bank of America Corporation
Website :

Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

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