Learning & Development Manager – Audit Methodology, Operations, & Communications in Charlotte, North Carolina
Posted 08/30/21


  • A national top 25 provider of financial products and services for commercial and consumer clientele
  • Named one of the top three fastest-growing FinTech brands in the U.S. in 2020.
  • Company culture committed to community relations, corporate social responsibility, and innovation
  • Offers a full suite of products including mortgage lending, personal lending, and a variety of deposit and other banking products (savings, money-market, and checking accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs)), self-directed and investment-advisory services, and capital for equity sponsors and middle-market companies.



  • Fast paced, highly collaborative, teamwork-oriented, and inclusive environment
  • Top-notch leadership committed to developing people
  • 100% remote for now, then will sit hybrid on-site three days/week in Charlotte when teams transition back to the office after October 2021
  • Direct Hire opportunity paying $110-135k salary plus bonus with excellent benefits package!



  • Primarily responsible for executing the regulatory required annual knowledge and skills assessment process, developing/continuously improving and executing the annual audit training plan, managing the internal/external development of training and delivery, overseeing learning and development related tracking and reporting (including the budget), and collaborating with other learning and development professionals within the company.
  • The L&D Manager will also assist with driving various talent related strategic priorities.
  • Ensures Learning & Development (L&D) practices align with guidance outlined in the Federal Reserve Supplemental Policy Statement on the Internal Audit Function and Its Outsourcing (SR 13-1)
  • Executes the regulatory required annual Knowledge and Skills Assessment (KSA) process; with a focus on continuous improvement, streamlining, etc.; the KSA is a significant element of the role
  • Ensures ongoing useful talent planning related data and reporting is readily available to assist Audit’s Leadership team with talent discussions
  • Develops and aligns Audit’s annual training plan with the organization strategic goals and needs of the department
  • Designs, develops, and delivers Audit specific technical and soft skills courses based on the needs of the department
  • Oversee the planning, coordinating, and scheduling of department wide training events and learning hours
  • Ensures that all training records are maintained, and CPE certificates are issued in accordance with NASBA standards
  • Ensures that learning and development related reporting (i.e. training hours, skills, experience, certifications, etc.) is produced timely
  • Assists with the fulfillment of learning and development related regulatory requests
  • Manages the department’s Learning Council; as applicable develops and maintains an Audit Train the Trainer program to develop in-house training design & delivery skills, i.e. build core team of learning and development facilitators
  • Works with the company's Strategic Sourcing on vendor contracts, purchase orders, and payments
  • Works with the Talent Management & Communications Sr. Director to determine and monitor the Audit learning and development budget; looks for ways to reduce costs associated with Audit vendor relationships
  • Assists the Talent Management & Communications Sr. Director with performing peer market research, benchmarking and analysis
  • Will have direct reports / will develop staff through timely and effective feedback and coaching; resources to support assigned responsibilities
  • Work with the Talent Management & Communications Sr. Director on new strategies and programs focused on developing the skills of experienced talent in the department
  • Leads learning related strategic priorities aligned to the department’s transformation initiative
  • Contribute training related content to the weekly newsletter/support communications strategy


  • 5+ years of related experience in talent management strategy and / or internal audit with a focus on learning and development
  • Bachelor’s degree (or higher) in relevant field (Accounting, Audit, Business, Finance, HR)
  • Experience in conducting formal knowledge and skills assessments
  • Experience in learning curriculum / training plan development
  • Strong analytical, critical thinking & problem-solving skills
  • Experience with managing, developing and coaching others
  • Excellent communication skills, both verbal and written
  • Strong project management skills / ability to juggle multiple projects at once
  • Highly organized and detailed oriented
  • Comfortable with ambiguity and change
  • Deadline driven and self-directed
  • Innovative “outside the box” thinker
  • Proficient in the full Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
  • Occasional travel required (less than 25%)




  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Human Resources
  • Date Posted: 08/30/21
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