Hobbs Madison is a leading consulting firm focused on bridging the gap between business strategy and technology execution.
We combine deep technical and management expertise to solve complex challenges, improve capabilities, and drive competitive growth.
Our clients include some of the largest banking, insurance and investment firms in the U.S.
The Training and Development Specialist will report directly to the Training Lead and partner closely with client retail business, business support units, marketing and technical teams on developing training content for the associate readiness plans.
This position ensures front line staff, both branch and call center, are prepared and educated to convert and implement their business processes, systems, operations and customer interactions effectively.
Qualified candidates will have a strong background in developing and facilitating training to support a large-scale system implementation, ideally with one or more large financial institutions.
They are comfortable designing structured learning content, managing “train-the-trainer” sessions, and delivering hands-on instruction to associates across multiple business units.
This is a Remote, Full-Time position that will also require travel to deliver training.
Key Responsibilities Design and develop training programs, materials, and job aids across multiple delivery channels including instructor-led, virtual, and self-paced learning.
Create talking points, FAQs, and communication materials to support branches, call centers, operations, and digital banking associates through new initiatives or system changes.
Translate complex business processes, system changes, and regulatory updates into simple, clear, and actionable training content.
Partner with subject matter experts and project teams to ensure training accurately reflects current and future procedures, compliance requirements, and customer experience standards.
Build quick reference guides, eLearning modules, and process documentation to support learning and compliance readiness.
Deliver training sessions for front-line and back-office employees through workshops, webinars, and live demonstrations.
Measure training effectiveness through feedback, knowledge checks, and performance indicators, providing insights for continuous improvement.
About You Experienced in developing and delivering associate readiness and training programs in banking or financial services environments.
Adept at creating comprehensive training materials and communications for multiple audiences and delivery methods.
Skilled in identifying knowledge gaps and designing effective learning solutions that drive adoption and performance.
Strong communication and facilitation skills, able to engage diverse groups and present complex information in a clear and concise manner.
Comfortable collaborating across departments, including operations, compliance, risk, and digital teams, to align training with business goals.
Experience supporting large-scale initiatives such as system conversions, regulatory updates, or customer experience transformations.
Proficient in PowerPoint, Word, and Excel, with the ability to design professional-quality training materials and reports.
Detail-oriented, organized, and capable of managing multiple projects and deadlines in a dynamic environment.
Our History Founded in 2002, Hobbs Madison Inc. is a consulting firm specializing in technology and business solutions for the financial services industry.
We partner with leading banks, insurance companies, and investor services firms to maximize existing platforms, implement innovative solutions, and deliver results quickly.
Our senior consultants average 15+ years of industry and technology experience, combining technical expertise, business insight, and clear communication to solve complex challenges.
Known for our speed, precision, and collaborative approach, we help clients navigate change, improve capabilities, and strengthen their competitive edge.
Hobbs Madison has established a reputation among its clients as one of the leading Strategy and IT Consultants in the U.S. for the financial services industry. #LI-Remote #Full-Time Powered by JazzHR
Training And Development Specialist • Dallas, TX, US