Addepar’s Talent Programs Team is seeking an expert in how individuals, teams, and organizations learn and become more effective in a fast-paced high-growth environment. This individual contributor role is accountable for creating and facilitating engaging learning and performance solutions that are memorable and spark enduring behavior change and improvement. One of your first key assignments will be to completely re-envision Addepar’s corporate onboarding for new Addepeeps. You will love this role if incredible variety excites you and the ability to work strategically as well as roll up your sleeves and execute with partners from across the organization matches your abilities and interests.

This is an opportunity for you to showcase and share your deep knowledge of leadership, team dynamics, people management, and corporate onboarding. Help us innovate, curate, and orchestrate initiatives that allow everyone to do their best work.

Responsibilities

Needs Analysis

• Perform analyses as appropriate including organizational, gap, work/task, performance, content, learner, and cost/benefit, etc.
• Use techniques such as observation, questionnaires, interviews, focus groups, surveys, best practice research, records review
• Deliver needs analysis at curriculum and/or course level as needed

Instructional Design & Facilitation

• Follow best practices for creating learning and performance solutions from analysis through evaluation and implementation
• Use a collaborative approach to create compelling course content, interactive practice, specific feedback, and activities that support the transfer of learning
• Effectively design for and facilitate highly engaging classroom, virtual classroom/webinar, and cohort/learning squad sessions
• Facilitate varied content including interpersonal soft skills, management, and leadership
• Partner with People Partners and business leaders to ensure intact team learning experiences are contributing to the advancement of high performing teams
• Manage and track cohort/learning squads providing tools and techniques for peer development and mentoring
• Set the standards and create train-the-trainers for certifying a training faculty to present developed courseware

Change & Project Management

• Effectively scope projects, develop project plans, track milestones, and create communication plans for successful completion of projects
• Perform risk assessment and mitigation activities
• Execute stakeholder analysis and manage stakeholder expectations
• Create change management plans that effectively address organizational and individual needs
• Select, manage, and evaluate vendor relationships to ensure an efficient use of resources
• Create an evaluation strategy that addresses how we will measure the success of all key initiatives

Requirements

• 10+ years of progressive experience in learning and development, organizational development, or related field
• Bachelor’s degree or equivalent work experience, master’s degree a plus
• 4+ years facilitating soft skills content
• 4+ years facilitating people manager content and previous direct people management experience
• Proven track record of connecting with a variety of audiences from ICs to managers, from technical to non-technical employees
• A solid track record of building with cross-functional teams, a plus if able to mentor and guide other members of internal teams
• Outstanding skills using data to tell stories that prompt action
• Excellent written, verbal, and visual communication skills
• Experience in high-growth organizations
• Ability to think creatively and encourage innovation
• Knowledge of change management, motivation, generative culture, growth mindset, and leadership pipeline models and tools

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.