Senior Learning Performance Strategist

CliftonLarsonAllen Wealth Advisors, LLC; United States; Hybrid; USD 67,000 - 128,000; Full time

Job summary

CLA Wealth Advisors, LLC is seeking a Senior Learning Performance Strategist to partner with Tax, People Solutions (HR), and learning teams to design scalable programs aligned with organizational goals.

You will lead performance diagnostics, learning strategy, and governance for professional services, leveraging analytics, regulatory guidance, and modern learning methods to drive client and business value.

Qualifications

• 5+ years in learning and development or performance consulting.
• Experience with adult learning principles, assessment and evaluation design, change management, and project management.
• Bachelor’s degree in Instructional Design, Organizational Development, Human Resources, Business, or related field.
• Demonstrable history of professional development in this field.

Responsibilities

• Perform diagnostics to identify performance gaps across services and support functions.
• Design and implement learning strategies aligned with firm goals and regulatory requirements.
• Define scope, schedule, and budget for learning projects; coordinate cross-functional planning.
• Collaborate with cross-functional teams to meet standards and drive change; advise on learning solutions.
• Define KPIs and analyze data to measure learning impact and improve programs.

Skills

Performance consulting

Learning strategy

Project management

Change management

Data analytics

Power BI

AI and automation

LXP 360 Learning

Education

Bachelor's degree

Tools

360 Learning

LMS platforms

Power BI

AI tools

Job description

Senior Learning Performance Strategist### Senior Learning Performance StrategistApply: Arlington, VA: Denver, CO: Minneapolis, MN: Orlando, FL: Chicago, IL: Full time: Posted Today: R18421CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a strategic, innovative **Senior Learning Performance Strategist** to partner with Tax and other business leaders, People Solutions (HR), and learning teams to design innovative, scalable programs that align with organizational goals and foster a culture of continuous learning. This role aligns learning programs to business priorities, regulatory requirements, and market trends, enabling professionals to deliver exceptional client service and maintain a competitive edge. **How you’ll** ***create opportunities*** **in this Senior Learning Performance Strategist role:** **Performance Consulting & Analysis:*** Conduct technology-enabled diagnostics across services, industries, and support functions to identify performance gaps.* Implement root-cause analysis of performance gaps to propose holistic, impactful solutions.* Collaborate with leadership to define performance metrics and analyze data for informed decision-making.**Learning Strategy & Curriculum*** Design and execute learning strategies aligned with firmwide goals, industry standards, and regulatory requirements. Leverage technology to accelerate the design, development and deployment of modern learning strategies.* Develop competency- and skills-based learning paths for professionals at all levels using blended learning approaches.* Ensure content is relevant, engaging, and tailored to professional services.**Project Management:*** Define scope, schedule, and budget for learning projects.* Coordinate cross-functional planning and monitor risks; escalate to leadership as needed.**Engagement & Collaboration*** Collaborate with cross-functional teams to ensure programs meet technical, quality, and regulatory standards.* Advise on best practices and support change management communications.* Serve as a trusted advisor on learning solutions that drive employee performance and engagement, business outcomes, and client value.**Measurement & Innovation*** In conjunction with Learning Operations, define KPIs and use analytics to assess learning effectiveness and business impact.* Continuously refine programs based on feedback, metrics, and industry trends.* Stay current with trends in digital learning, professional development, and accounting education.* Support rollout of performance management systems and tools.**What you will need:*** Minimum 5 years of relevant experience in learning and development or performance consulting.* Experience in adult learning principles, assessment and evaluation design, change management, and project management.* Bachelor’s degree in Instructional Design, Organizational Development, Human Resources, Business, or related field is required. A combination of relevant experience, education, and training may be accepted.* Demonstrable history of professional development in this field.* Experience with LXP (360 Learning) and LMS platforms, analytics tools (Power BI), AI, and automation technologies.**Travel Requirements**Occasional travel may be required (<10% travel). Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Illinois is: $67,000.00 – $119,000.00The compensation range for this position in Virginia is: $85,000.00 – $128,000.00The compensation range for this position in Colorado is: $73,000.00 – $119,000.00The compensation range for this position in Minnesota is: $67,000.00 – $115,000.00 #LI-EL1, #LI-Hybrid