Talent Management & Development Specialist

TALEN015173_1Who We AreWe are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.Summary: The Talent Management & Development Specialist plays a key role in strengthening organizational capability, driving performance, and operationalizing compliance-related learning initiatives across the employee lifecycle. Reporting to the Chief People Officer, this position designs and delivers impactful development programs while partnering closely with Legal and HR leadership to execute compliance training requirements effectively and consistently. This role blends strategic program development with hands-on execution — supporting performance management processes, leadership development initiatives, and regulatory training programs that ensure employees are equipped to succeed while the organization remains aligned with applicable standards and policies.What You’ll DoDesign & Deliver Learning & Development ProgramsDesign, develop, and deliver engaging training programs aligned with business priorities and organizational needsFacilitate learning sessions for managers and employees when neededBuild and continuously improve onboarding and new manager training programsPartner with HR Business Partners and business leaders to identify skill gaps and design targeted development initiativesDevelop scalable learning resources including toolkits, guides, and digital learning materialsExecute Compliance Training InitiativesPartner with Legal and HR leadership to translate compliance requirements into structured, trackable training programsManage the administration, tracking, and reporting of required compliance training (e.g., harassment prevention, code of conduct, data privacy, and regulatory standards)Ensure timely completion of required training across employee populations and maintain audit-ready documentationSupport updates to training content in alignment with evolving regulatory requirementsProvide reporting and insights to leadership regarding compliance training participation and risk areasSupport Talent Management & Performance ProcessesPartner with leadership to support performance management processes, including goal-setting cycles and annual reviewsAssist in maintaining talent review frameworks, succession planning processes, and development planning toolsCreate resources that support career pathing and internal mobilityAnalyze performance and engagement data to identify development opportunities and recommend action plansSupport leadership development initiatives aligned with organizational growthEnable Systems & Reporting ExcellencePartner with HRIS to maintain learning and talent modules within Workday or LMS platformsEnsure accurate tracking and reporting of training completion, certifications, and development activitiesDevelop dashboards and reports that measure participation, effectiveness, and talent outcomesContinuously identify opportunities to improve efficiency, scalability, and employee experience within talent processesPromote a Culture of Growth & AccountabilityChampion a learning culture that reinforces continuous development and performance accountabilitySupport managers in delivering meaningful feedback and development conversationsAlign learning initiatives with broader HR and business strategiesWhat You’ll NeedBachelor’s degree in Human Resources, Organizational Development, Education, or related field preferred8+ years of experience in learning & development, talent management, HR compliance, or a related HR functionExperience designing and facilitating training programs (virtual and in-person)Experience managing compliance-related training programs and tracking completion metricsExperience supporting performance management and talent review processesFamiliarity with HRIS or LMS platforms (Workday experience preferred)Strong facilitation, communication, and presentation skillsExcellent organizational and project management capabilitiesAbility to operate independently within a lean, fast-paced environmentWhat We OfferWe're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $80,000 – $120,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Wealthspire is an inclusive Equal Employment Opportunity employer.