Aimee Rodgers
Tucson,AZ
Summary
HR professional with expertise in Learning and Development. Skilled in leveraging Workday to drive company-wide training campaigns and credentialing programs. Experience with developing, managing and maintaining leadership training programs, and has a proven ability to align learning strategies with organizational goals, streamline processes, and enhance employee engagement through data-driven solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Learning And Development Coordinator
Ascensus
09.2021 - 10.2025
- Built, managed, and maintained company-wide learning campaigns through Workday, partnering with senior leadership to design and launch training that enhanced workforce capability, engagement, and performance, as well as ensuring compliance and regulatory standards were met.
- Worked directly with HRBPs and Senior Leadership Learning Specialists to develop, manage, maintain and report on leadership learning programs.
- Limited design experience with Articulate.
- Oversaw the Workday Learning Management System (LMS), driving continuous improvement in course design, scheduling, and reporting to optimize employee experience and training effectiveness and efficiency.
- Administered credentialing and certification programs for associates, managing the organization's largest partnership within the American Retirement Association (ARA) and all ASPPA-related credentialing operations.
- Streamlined learning operations and compliance processes, including test result management, credential approval workflows, and administration of annual membership dues and application fees as well as policy.
- Developed and managed the annual credentialing budget, ensuring accurate financial forecasting, resource optimization, and alignment with organizational learning strategy and business objectives and requirements.
- Collaborated with HR, Finance, and Business Leaders to align professional development initiatives with talent management, succession planning, and organizational growth goals.
Sr. Retirement Service Consultant
Ascensus
06.2017 - 09.2021
- Managed a book of business of approximately 100 retirement plans with total assets exceeding $2 million, providing personalized strategic guidance to ensure compliance and optimize plan performance.
- Advised executives and Human Resources leaders on fiduciary responsibilities, governance, and regulatory compliance under ERISA, Department of Labor, and IRS guidelines.
- Partnered with organizational leaders to enhance understanding of retirement plan obligations, implement best practices, and drive operational efficiency.
- Delivered consultative solutions that supported client objectives, mitigated risk, and strengthened employer retirement outcomes.
Personal Banker
JP Morgan Chase Bank
12.2010 - 06.2017
- Opened new accounts and cultivated relationships with existing clients, providing financial guidance on savings, bill payment, refinancing, home purchases, and long-term investment planning.
- Collaborated with JP Morgan investment bankers to advise clients on retirement planning and larger financial goals, enhancing client understanding of personal finance and banking strategies.
- Delivered personalized financial education, empowering clients to make informed decisions and achieve their financial objectives.
- Managed cash handling, customer transactions, and account services with accuracy, efficiency, and strict adherence to security protocols.
- Applied knowledge of Risk Management and federal regulations, including anti-money laundering procedures, to ensure compliance and protect sensitive client information.
- Built foundational expertise in banking operations, regulatory requirements, and client service excellence.
Education
B.S. - Family Studies and Human Development
University of Arizona
Tucson, AZSkills
- Learning campaigns
- Learning & Organizational Development
- Learning content management
- Training & development
- Program management
- Workday
- Human Resources
- LMS
- Copilot
Certification
Retirement Plan Fundamentals
Timeline
Learning And Development Coordinator
Ascensus
09.2021 - 10.2025
Sr. Retirement Service Consultant
Ascensus
06.2017 - 09.2021
Personal Banker
JP Morgan Chase Bank
12.2010 - 06.2017
B.S. - Family Studies and Human Development
University of Arizona