Director, Learning and Development

Location: New York, NY (hybrid)

Salary: USD 120,000–160,000 annually, plus potential discretionary bonus and/or equity awards.

Company

SS&C is a financial services and healthcare technology company providing proprietary technology and operational solutions to financial services and healthcare organizations.

What you will do

• Partner with business leaders and subject matter experts to identify learning needs and translate business processes into scalable learning solutions.
• Design and implement learning strategies and training plans across sales, client relationship management, client service, operations, technology, leadership, and professional development.
• Deliver instructor-led, virtual, blended, and self-paced learning through workshops, simulations, role-playing, and practice-based activities.
• Create and maintain eLearning, training videos, job aids, sales playbooks, client conversation guides, and other learning resources.
• Coach employees and business leaders to improve performance, communication, presentations, and consultative client relationships.
• Measure learning effectiveness using feedback, assessments, CRM adoption, client satisfaction, sales performance, and other business metrics; administer LMS reporting and analytics.

Requirements

• 8+ years of experience in Learning & Development, Training, Sales Enablement, Organizational Development, or a related field.
• Demonstrated success designing and delivering learning programs that produce measurable business results.
• Experience supporting sales, client relationship management, client service, operations, technology, and/or financial services.
• Strong instructional design, facilitation, executive presentation, communication, coaching, stakeholder management, project management, and analytical skills.
• Experience with eLearning authoring tools such as Articulate 360, Camtasia, and Vyond, as well as Microsoft Office and LMS platforms.
• Bachelor’s degree and/or relevant professional certifications.

Nice to have

• Experience creating sales enablement playbooks, presentation materials, conversation guides, and job aids.
• Experience with Salesforce, Microsoft Dynamics, or similar CRM platforms and CRM adoption training.
• Financial services experience in hedge funds, private markets, investor services, asset management, or FinTech.

Culture & Benefits

• Work with industry experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.