Learning & Development Coordinator at Wellby Financial in Houston, TX

LEARNING & DEVELOPMENT COORDINATOR Location: US TX Headquarters 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 and Development Coordinator plays a key role in driving the success of the organization’s learning strategy by providing high-level administrative, operational, and logistical support to the Learning & Development team. This position ensures the seamless execution of onboarding programs, leadership development initiatives, retail training, and enterprise-wide learning events that enhance team member growth and organizational performance. The L&D coordinator serves as a highly organized and proactive partner who effectively manages multiple priorities, coordinates cross-functional training efforts, and delivers an exceptional learning experience that supports employee engagement, development, and long-term success. 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. Program Coordination and Logistics • Schedule training sessions, cohort programs, coaching sessions, and workshops (both in-person and virtual). • Coordinate 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. Learning Management System (LMS) Support • Assist with course setup, enrollments, tracking completions, and generating reports within the LMS platform. • Maintain accurate and up-to-date learning records and support compliance and certification tracking needs. • Maintain L&D program content to address new and emerging learning needs, and close identified skill, knowledge, and competencies gaps. Administrative Support • Organize and maintain content libraries, training materials, facilitator guides, evaluations, and team resources. • Support budget tracking for L&D initiatives, including supplies, printing, assessments, and vendor engagements. • Assist with survey distribution, feedback collection, and reporting to evaluate learning program effectiveness. Team Collaboration • Work closely with L&D team members (facilitators, specialists, analysts) to provide seamless program support across onboarding, retail, and leadership/talent development areas. • Support special projects related to learning campaigns, career development resources, and team member engagement initiatives. • 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 • Strong organizational and time management skills with the 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 • High School Diploma or equivalent required. • Minimum two (2) – four (4) years of professional experience in training & development, retail, and/or event planning required. • Bachelor’s degree in business management, Human Resources, Learning and Development, and/or a related field preferred. • An equivalent combination of education and experience for substitute for stated qualifications. • Experience working with Learning Management Systems (LMS) and/or learning experience platforms preferred. • 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 EMAIL CAREERS@WELLBYFINANCIAL.COM OR CALL 281-226-1696 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.