Learning Operations Specialist
Wellby Financial
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Learning Operations Specialist supports effective delivery and continuous improvement of the organization’s learning and development strategy through the management of learning systems, processes, data, and operational workflows. This role is responsible for coordinating and maintaining learning programs, including onboarding, leadership development, compliance training, retail training, and enterprise-wide learning initiatives, while ensuring learning activities are accurately tracked, documented, and delivered in alignment with organizational goals. Principle Duties And Responsibilities Willingness and ability to exhibit Wellby Core Values every day. Works purposefully and is driven to provide the best team member experience. Learning Operations & Administration Manage the end-to-end scheduling and operational execution of training sessions, cohort programs, coaching sessions, workshops, and other learning initiatives across in-person and virtual environments. Coordinate logistics, including invitations, calendar holds, room reservations, catering, technology setup, materials preparation, and event logistics. Act as the primary point of contact for training communications, reminders, pre-work assignments, and follow-up materials. Work closely with L&D team members (facilitators & analysts) to provide seamless program support across onboarding, retail, and leadership/talent development areas. Support in maintaining the Learning Management System (Workday Learning), including course and program configuration, enrollments, learning paths, assignments, completions, learner records, and data accuracy. Content Development Assist in the development, formatting, editing, and maintenance of instructor-led, virtual, digital, and self-paced learning materials. Collaborate on budget tracking for L&D initiatives, including supplies, printing, assessments, multimedia learning resources, and vendor engagements. Update facilitator guides, participant workbooks, job aids, presentations, communications, and learning resources to ensure content remains current. Maintain and organize learning content libraries, facilitator resources, templates, digital assets, and departmental documentation. Analytics Maintain accurate learning records and data integrity across learning platforms, ensuring timely tracking of required training, certifications, renewals, and compliance requirements. Assist with learning programs and courses within the LMS, including course configuration, enrollments, assignments, completion tracking, learning paths, and learner status updates. Identify and implement opportunities to streamline learning processes, improve data accuracy, and enhance the overall learner experience. Performs other related duties as assigned. Knowledge, Skills, And Abilities (KSA) Knowledge of Wellby’s organizational functions and general operating policies and procedures. Knowledge of general office practices and procedures, business English, spelling, and punctuation. Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s. Knowledge of learning and development principles, adult learning concepts, and training coordination practices. Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices. Skilled in providing excellent interpersonal and customer service skills Skilled in the analysis of problems and the development and implementation of solutions Skilled in above-average analytical and reasoning abilities Skilled in organizational and time management Skilled in learning management systems (LMS) Ability to manage multiple priorities simultaneously. Ability to communicate clearly and concisely, orally and in writing. Ability to provide excellent time management skills with a proven ability to meet deadlines Ability to provide strong analytical and problem-solving skills Ability to navigate and troubleshoot issues Ability to create a positive and engaging experience for participants during training and onboarding programs Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members. Ability to coordinate several concurrent activities simultaneously. Ability to exercise independent judgment. Ability to maintain strict confidentiality Supervisory Responsibilities The team member does not have supervisory responsibilities. Complexity & Scope of Work The team member follows Wellby’s policies and procedures, Team Member Handbook, and federal and state laws and regulations in accomplishing assignments Instructions to the team may be general or specific in nature The team member performs routine and generally related tasks without supervisory direction. Tasks may occasionally have to be coordinated, integrated, and/or prioritized. The team member’s work is reviewed periodically for accuracy, completion, and compliance with Wellby’s policies and procedures. The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards. The team member uses independent judgment in making decisions. Courses of action are determined by established procedures and/or the Learning & Development Manager. Physical Demands & Work Environment The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions. To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members. The ability to observe details at close range (within a few feet of the observer). Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs. The noise level in the work environment is usually moderate. Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area. Minimum Qualifications Bachelor’s degree in business management, Human Resources, Learning & Development, and/or a related field required. Minimum two (2) – four (4) years of professional experience in training & development, human resources, project coordination, and/or related field required. An equivalent combination of education and experience for substitute for stated qualifications. Experience working with content development tools (Articulate 360, Camtasia, etc.) preferred. Experience coordinating projects using project management tools (e.g., Asana, Monday.com, Microsoft Planner). Bondable For All Candidates This is a Full-Time, Salary (exempt) role Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please contact Human Resources. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please View email address on click.appcast.io or call View phone number on click.appcast.io for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. #J-18808-Ljbffr Wellby Financial
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