Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Kira Davis

Rock Hill,SC

Summary

Highly skilled, seasoned Learning and Development Consultant, bringing innovative solutions to learning strategies. Proven track record in developing efficient training programs, enhancing employees' professional growth, performance, and productivity. While fostering positive learning environments and overall organizational growth. With a robust knowledge of adult learning theories and instructional design models. Known for the ability to leverage technology for innovative learning solutions, and drive continuous improvement in training programs. Past work has consistently led to improved employee performance and productivity.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Learning and Development Consultant

LPL Financial
Fort Mill, SC
09.2023 - Current
  • Contribute to growing and retaining internal employees by providing professional development, soft skills training, and designing learning opportunities that improve operational efficiency.
  • Deliver live, instructor-led learning sessions, both virtually and in person, for both new hires, upskill, and QM trainings.
  • Managed the Service Learning and Development team as the Scrum Master for two years, as we transitioned and tripled the size of the L&D team.
  • Analyzed and developed tasks from the business, including task details and/or requirements from the SME or business, for my team to pick up and build.
  • Assigned specific tasks to personnel when applicable, balancing scheduling demands, available resources, and personal skill sets to achieve the best possible project outcomes.
  • Partnered with the Quality Management team (QM) and WFM to schedule Quality Workshop sessions to ensure FSPs (new and tenured) were aware of the QM standards. Coordinated the workshop's times, dates, and facilitators to present.
  • Coordinated and facilitated train-the-trainer sessions for L&D and QM consultants to present quarterly Quality Workshop material to FSPs.

Learning and Development Consultant

LPL Financial
Fort Mill, SC
08.2021 - 09.2023
  • Facilitate training sessions to support new hires and upskilling in the Service Department, ensuring effective knowledge transfer and skill development.
  • Create high-quality training materials, including eLearnings, digital guides, how-to guides, job aids, simulations, videos, and voiceovers, adhering to company brand and design standards.
  • Collaborate with service leadership and SMEs to gather requirements through consultations, research, and analysis, utilizing this information to design and produce comprehensive training content.
  • Define learning objectives in partnership with key stakeholders to ensure alignment with their desired outcomes, and requirements for trainees.
  • Leverage Agile principles in development work and consulting with business partners.
  • Stay current with industry best practices and advancements in Learning & Development, Adult Learning, Scrum/Agile methodologies, and learning technologies.

Service Resolution Professional

LPL Financial
Fort Mill, SC
06.2020 - 08.2021
  • Manage and support new hire teams, ranging from 20 to 40 service professionals, maintaining a collaborative work environment.
  • Resolve escalations, including complex issues, challenging callers, follow-ups, and proactive callouts.
  • Lead one-on-one coaching sessions with new hires weekly, and create an action plan for each service professional to improve moving forward.
  • Conduct and assist in interviews for potential service professionals.

New Hire Coach

LPL Financial
Fort Mill, SC
10.2018 - 06.2020
  • Support classes of 10 to 20 new hires in a fast-paced environment, transitioning from training to permanent teams.
  • Enter and track service tickets for new hire onboarding bundles, system access, and required hardware.
  • Lead training sessions for new hires designated to specific phone cues, and refresher trainings to reinforce procedures, client-line protocol, and system navigation.
  • The central hub between management, new hires, and several other business units.
  • Resolve escalations, complex issues, challenging callers, follow-ups, proactive callouts, etc.
  • Lead team pullbacks, huddles, group evaluations, and side-by-sides.

Associate Service Consultant

LPL Financial
Fort Mill, SC
09.2017 - 10.2018
  • Comprehend and retain training material through various learning styles.
  • Use solution-oriented thinking and coordinate with internal teams to handle intricate scenarios from advisors and end investors.
  • Answered inbound calls to assist and educate advisors on how to efficiently leverage LPL’s software.
  • Trained new staff members on the company's policies, procedures and products.

Education

Master of Education - Learning Design and Technology

Winthrop University
05-2022

Bachelor of Science - Psychology

Francis Marion University
01.2017

Skills

  • Articulate (Storyline and Rise)
  • eLearning Development
  • Curriculum Development
  • Leadership and team development
  • Learning Management Systems (LMS)
  • Stakeholder collaboration and management
  • Project Management
  • Agile methodologies
  • Evaluation and assessment
  • Adult learning theories
  • Strategic Thinking

Certification

  • Certified Scrum Master (CSM)

Accomplishments

  • Long Term Incentive (LTI)

Timeline

Senior Learning and Development Consultant

LPL Financial
09.2023 - Current

Learning and Development Consultant

LPL Financial
08.2021 - 09.2023

Service Resolution Professional

LPL Financial
06.2020 - 08.2021

New Hire Coach

LPL Financial
10.2018 - 06.2020

Associate Service Consultant

LPL Financial
09.2017 - 10.2018

Master of Education - Learning Design and Technology

Winthrop University

Bachelor of Science - Psychology

Francis Marion University

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Kira Davis