
Senior Director, Learning and Development
Posted Sep 10

Posted Sep 10
This is a fully remote position, open to applicants in Florida.
β’ Lead the enterprise learning and performance strategy for Current and its accounting platform firms.
β’ Establish role-specific learning pathways across Tax, Audit, CAS, Advisory, and Operations.
β’ Oversee flagship leadership and business development initiatives, including partnerships with universities and external academic institutions.
β’ Develop partner-readiness pipelines and align learning with career advancement and promotion criteria.
β’ Create metrics that connect learning investments to retention, readiness for promotion, utilization, and quality of client service.
β’ Manage the performance management philosophy, framework, annual cycle, goal-setting methodology, competency models, rating guides, calibration standards, and feedback practices.
β’ Collaborate on CPE compliance strategy, governance, documentation, approval processes, and audit preparedness.
β’ Act as the executive owner for LCvista, PerformYard, and the learning and performance technology ecosystem.
β’ Ensure seamless integration among learning platforms, HRIS, and reporting environments.
β’ Oversee vendor management, contracts, renewals, cost allocation, and enterprise content platforms, including Becker, LinkedIn Learning, and LumiQ.
β’ Develop executive reports and dashboards for tracking completion, adoption, performance distribution, promotion readiness, and retention risk.
β’ Assess new platforms, automation, and AI-driven capabilities.
β’ Manage learning and performance initiatives for firm integrations from due diligence through to steady state.
β’ Create repeatable playbooks for M&A integration.
β’ Lead, mentor, and develop a cross-functional team focused on learning, performance, systems, and integration.
β’ Collaborate with the CHRO and executive leadership on talent strategy and workforce planning.
β’ Represent learning and performance in executive forums, board-level reports, and partner meetings.
β’ Influence firm leaders and provide guidance on organizational design matters.
β’ Over 10 years of experience in learning and development, talent management, or performance management.
β’ Minimum of 3 years in a leadership role.
β’ Experience in accounting, professional services, or a multi-entity environment with distributed leadership.
β’ Proven success in establishing learning or performance functions from scratch.
β’ Strong understanding of goal frameworks, competency models, rating systems, instructional design, and manager enablement.
β’ Experience managing learning or performance technology, including implementation, data governance, and vendor relations.
β’ Demonstrated ability to influence senior leaders, navigate sensitive discussions, and maintain standards under pressure.
β’ Ability to operate in uncertain environments and create structure where none exists.
β’ Hands-on experience with enterprise content libraries such as Becker, LinkedIn Learning, and LumiQ.
β’ Direct experience with CPE compliance, NASBA sponsor registration, or state board requirements is preferred.
β’ Prior experience supporting or integrating acquired firms in an M&A context is preferred.
β’ Familiarity with platforms such as LCvista, PerformYard, UKG, Rippling, or similar is preferred.
β’ Understanding of firm operational structures and service line dynamics across tax, audit, and advisory is preferred.
β’ Strong analytical and reporting skills are preferred.
β’ Experience managing partnerships with external academic or university programs is preferred.
β’ Prior experience managing learning content provider relationships from start to finish is preferred.
β’ Typical working hours aligned with EST.
β’ Approximately 30% travel required for leadership programs, integration support, and firm-facing sessions.
β’ Health, Dental, and Vision Insurance, with options for fully covered employee-only health and dental plans.
β’ Company-paid Life Insurance and Long-Term & Short-Term Disability Insurance.
β’ Supplemental life insurance, critical illness, and accident insurance options available.
β’ Classic Safe Harbor 401(k) Plan with employer contributions.
β’ Opportunities for professional growth, learning, and development.
β’ Access to Becker and LinkedIn Learning resources.
β’ Flexible scheduling to promote work-life balance.
Verizon
Verizon
Advarra
Advarra
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