Manager, Learning and Development

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MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.

Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain’s Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going “Above and Beyond,” so each client experiences the highest level of service.

We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!

POSITION SUMMARY:

Reporting to the Director of Learning and Development, the Learning and Development Manager will partner closely with Millennium Trust’s business lines to identify, design, and execute learning solutions and programs to develop professionals at every level. This individual will have strong skills in designing e-learning content, the ability to consult and influence at every level, and strategic vision to support the growth and culture of learning at Millennium. This L&D Manager’s critical eye will identify redundancies, streamline processes, leverage automation, and modularize existing courses to micro-learning experiences.

Candidates with samples from a diversified portfolio (live in-person instruction, e-learning, simulations, cohorts, panels) will move to the front of the line. If you have an interest in financial wellness and security (think: how to make your retirement dreams come true), technology, and/or client service this work will especially pique your interest.

ESSENTIAL JOB FUNCTIONS:

  • Consult with management, stakeholders, and subject matter experts to understand desired business outcomes and translate them into learning objectives and solutions.
  • Conduct needs assessments among a variety of practice areas to determine challenges in performance
  • Design and create engaging live and self-paced learning experiences and all accompanying material (facilitator guides, participant guides, handouts, exercises, etc.) that address performance and leadership competencies
  • Assist in architecting a company-wide, overarching curriculum plan
  • Assist business lines in identifying potential trainers and help develop their skills in facilitation, presentation delivery, and coaching
  • Partner with business leaders to create on-the-job experiences that enable learners to apply what they have learned
  • Assist teams in creating and implementing benchmarks for performance that effectively measure the ROI in learning solutions
  • Evaluate current training and development programs, including new hire onboarding, for effectiveness and make recommendations for improvement
  • Create and utilize a learning and development brand that standardizes all training material, presentations, and programs
  • Ability to design to and operate with Millennium’s core values and skill competencies in mind
  • Deliver learning programs as needed and robust Train-the-Trainer sessions for subject matter experts and trainers
  • Create learning plans by utilizing internal and external curated content from sources such as LinkedIn Learning, Litmos, and Ascensus
  • Stay abreast of industry trends, competition, market, and company internal developments.
  • Ability to perform all duties in a collaborative and timely manner while working in a remote, virtual environment.
  • Other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

  • Strong and proven background in instructional design, organizational development, adult learning or related discipline
  • 7-10 years of applicable experience with 1-3 years of applicable leadership experience
  • Creativity, curiosity, tech savviness, outside-of-box thinking to design high quality, engaging, modern learning experiences
  • Expertise in Captivate and Articulate strongly preferred
  • SixSigma Certification a plus
  • Basic knowledge of Salesforce and/or Innotrust systems a plus
  • In-depth knowledge of curriculum design, instructional methods, and training techniques
  • Exceptional client service skills
  • Ability to work independently and remotely with both flexibility (take time whenever you need it) and discipline (set and meet your deadlines)
  • An affinity for accuracy, efficiency, and prioritization
  • A “one-team” attitude – ready to have all hands-on deck to help and develop others when needed
  • Proficiency in Microsoft Excel, Word PowerPoint and Outlook
  • Strong collaboration and interpersonal skills
  • Timely and accurate judgement and decision making

Check out a video on our Company Culture! Millennium Trust Culture

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
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    • AngularFrameworks
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    • Microsoft SQL ServerDatabases
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    • SalesforceCRM
    • Salesforce Marketing CloudEmail
    • Microsoft TeamsCollaboration
    • YammerCollaboration
    • Monday.comProject Management

Location

Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

An Insider's view of Inspira Financial

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us unique is our ability to “Celebrate.” From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professional skills!

Rebecca

Manager, People Operations

What does your typical day look like?

I collaborate with internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes with a shorter turnaround time.

Alec

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, and organize events and workshops. I always welcome a challenge!

Lauren

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS Teams, email and open dialogue on current and upcoming projects.

Rachel

Accounting Manager

How does the company support your career growth?

I started as an intern on the help desk team. I had many opportunities to learn and meet 1-on-1 with executives who provided mentoring and support for me to learn and grow. I’m now a full-time employee and my managers are very supportive in pushing me to advance my career, encouraging me to identify areas of the business I’d like to progress into.

Oliver

Application Support Analyst

What are Inspira Financial Perks + Benefits

Inspira Financial Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
Team based strategic planning
Open office floor plan
Employee resource groups
Remote work program
Diversity
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Manager level and above have discretionary PTO.
Paid volunteer time
Full-time employees receive 8 hours per year of VTO per year to be used to volunteer in a company-sponsored event during work hours or with a registered 501(c)3 organization of your choice.
Paid holidays
Paid sick days
Office Perks
Free snacks and drinks
Coffee, tea, water and healthy snacks.
Onsite office parking
Fitness stipend
There are free fitness facilities in our office building.
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
Lunch and learns
Promote from within
Continuing education available during work hours
Online course subscriptions available
Customized development tracks

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