Technical Portfolio Lead (Finance)

Description

About A&M

Alvarez & Marsal (A&M) is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement, and corporate advisory services. With over 10,000 professionals based in 70+ locations across North America, Europe, Asia, and Latin America, our firm excels in problem-solving and value creation. Drawing on a strong operational heritage and hands-on approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

Position Overview

The Technical Portfolio Lead is responsible for managing the design, development, organization, delivery and evaluation of specialized learning programs, including technical training, industry-specific courses, and methodology-focused instruction. This role leads a team of portfolio resources and collaborates closely with Learning Partners, subject matter experts (SMEs) and delivery teams to ensure that training initiatives align with organizational needs and objectives. A deep understanding of instructional design, learning operations and content management is essential, along with experience in managing technical, industry and methodology-focused learning in a professional services environment.

Key Responsibilities

Learning & Development Operations:

• Team Leadership: Lead portfolio resources to support the effective design, development, organization, delivery and evaluation of technical, industry-specific and methodology-focused training programs.
• Collaborate on Training Needs: Work closely with Learning Partners to identify and prioritize training needs across the organization based on business and performance challenges. Assist Learning Partners with the analysis phase as needed.
• Guidance on Best Practices: Provide informed guidance on best practice approaches to address identified business performance challenges with blended learning solutions.
• High-Level Design Proposals: Produce high-level design proposals/proof of concept prototypes and Statements of Work (SOW) in partnership with relevant business stakeholders and in close consultation with intended end users.
• Operational Ownership: Manage and refine processes, methodologies, and tools used for creating, curating, organizing, delivering and evaluating learning content that meets organizational goals.
• Course Catalog Management: Maintain and update the course catalog, ensuring it reflects the current training offerings and meets evolving business needs.

Course Design & Development:

• Content Development and Evaluation: Design and develop high-quality learning content aligned with specific learning objectives as identified by Learning Partners. Ensure that course materials meet National Association of State Board of Accountancy guidelines, as applicable. Evaluate learning effectiveness and identify areas for improvement.
• Review and Update Existing Solutions: Work in partnership with business stakeholders and Learning Business Partners to review existing learning solutions and coordinate updates, revisions and continuous improvement activities.
• Development/Curation of Assets: Lead the development and/or curation of a wide range of different assets (digital/print/graphics/media) with the support of internal teams and external vendors, graphic designers and media specialists.
• Adherence to Design Processes: Take responsibility for ensuring all design processes are adhered to and design projects are delivered on time and in line with project plans.
• SME Collaboration: Engage with SMEs to create and review course materials, ensuring technical accuracy and relevance.
• Instructional Design: Apply instructional design principles and multimedia resources to enhance content effectiveness and engagement.
• Vendor & Tool Management: Manage relationships with content vendors and leverage development tools (e.g., Articulate, video editing software) to produce top-tier learning materials.

Course Preparation & Execution:

• Instructor Preparation: Conduct \Train-the-Trainer\ sessions and ensure instructors are well-prepared for delivery.
• Delivery Coordination: Work with the delivery team to kick off new courses, ensuring readiness and alignment with portfolio objectives.
• Communication Oversight: Review and approve all course communications, ensuring consistency and alignment with organizational standards.
• Training Support: Provide on-site or remote support during course conduct as needed to ensure a seamless training experience.

Learning Materials and Content Management:

• Content Finalization & Storage: Oversee the organization, storage, retrieval and version control of technical learning materials, implementing processes to maintain content accessibility and accuracy.
• LMS & SharePoint Oversight: Own technical course SharePoint sites, coordinate with the LMS team for course setup and ensure that all materials are accessible in the LMS.

Additional Responsibilities:

• Personal Professional Development: Maintain a clear focus on personal professional development to ensure A&M's learning solutions are cutting edge.

Key Requirements:

• Educational Background: Bachelor's degree in education, Human Resources, Instructional Design, Business Administration or a related field; an advanced degree or professional certifications (e.g., CPLP, ATD) are advantageous.
• Experience: 10+ years in learning and development, including experience managing technical learning programs in tax, industry-specific fields or methodologies within a professional services environment.
• Instructional Design Expertise: Deep understanding of instructional design principles, with experience in developing and managing comprehensive learning programs.
• Learning Technology Proficiency: Proficiency with LMS platforms, course authoring tools (e.g., Articulate), and content management systems (e.g., SharePoint).
• Project & Content Management: Strong project management skills, with experience managing content libraries and ensuring version control and accessibility.
• Analytical Skills: Strong ability to evaluate learning effectiveness using data and apply insights to drive continuous improvement.
• Communication & Collaboration Skills: Excellent communication skills, with experience collaborating across departments and managing vendor relationships.
• Organizational Acumen: Detail-oriented with the ability to manage multiple projects, deadlines, and shifting priorities.
• Client-Facing Skills: Excellent client-facing and stakeholder management/engagement skills, with experience dealing at all levels of an organization.
• Resilience: Able to work well under pressure; effectively handle tight deadlines, ambiguity, unexpected delays, revisions, ad hoc requests, and changing priorities.
• Data Utilization: Able to confidently utilize business and learning data to gain insight and inform design decisions.

Benefits Summary:

Full-time Positions and Part-time Positions Over 30 hours

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

Compensation Statement:

The salary range is $130,000 - $160,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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