Senior Partner, Learning & Talent Development
CROESUS FINANSOFT INC.
Company Description
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.Position Job Overview
Reporting to the Vice President, Talent, Culture and Employee Experience, the Senior Partner, Learning & Talent Development plays a strategic role in structuring, evolving, and promoting talent development practices at Croesus. Combining strategic talent development expertise, a strong advisory posture, and advanced proficiency in learning technologies, this individual defines, designs, and deploys skills development strategies, programs, and learning paths aligned with business priorities and evolving job functions. A true builder, innovator, and transformation partner, they will lead the evolution of the training function into a high-performing, structured, and scalable center of expertise and services. In particular, they will leverage the advanced use and optimization of Workday Learning, instructional innovation, and continuous process improvement to deliver a modern, accessible, and high-value learning experience. Working in close collaboration with the management and HR Business Partners, they will act as a strategic advisor and subject‑matter expert in identifying development needs, orchestrating talent and succession development plans, and supporting organizational development initiatives. They will also establish key indicators to measure initiative effectiveness, skills progression, and their direct impact on organizational performance.Your Daily Responsibilities
Croesus Campus Leadership: Lead and expand the reach of the Croesus Campus as a high-performing center of expertise and services. Develop and evolve the training catalog, learning paths, and operational processes.Instructional Strategy and Design: Develop and deploy skills development strategies aligned with Croesus’ business priorities, while designing innovative learning solutions (digital and AI-integrated). Build competency frameworks, training programs, and tailored learning paths for various job families.Workday Learning Expertise (LMS): Oversee the configuration, optimization, and functional evolution of the Workday Learning platform.Key Talent and Succession: Orchestrate, in collaboration with managers and HRBPs, the governance, execution, and follow-up of development plans and targeted pathways to accelerate competency acquisition.Performance and Continuous Improvement: Define and track key performance indicators (KPIs) to measure program adoption, learning transfer, and concrete contributions to organizational performance.What We Are Looking For
Education and Experience
Bachelor’s degree in Human Resources Management, Organizational Development, Education, Educational Technology, or a related field.Minimum of 10 years of relevant experience, including several years focused on learning, skills development, and talent management.Advanced, hands‑on LMS experience, including functional configuration, learning path management, and platform optimization.Proven track record in instructional design, training content creation, and the rollout of skills development programs.Experience in a technology company—ideally in software development, SaaS, or fintech—strongly preferred.Experience in a growing or transforming SMB environment is a significant asset.Technical Skills
Advanced Workday Learning Expertise: Deep platform proficiency, including functional configuration, learning path management, feature optimization, process automation, and data/reporting utilization.Innovation and Learning Technologies: In-depth knowledge of digital learning solutions, modern instructional design practices, and emerging technologies, particularly artificial intelligence.Bilingualism: Professional fluency in French and English, both spoken and written, to develop bilingual content for employees across Quebec and Ontario.Soft Skills
Strategic Vision and Business Acumen: Ability to translate organizational challenges into actionable skills development strategies and solutions.Influential Leadership and Advisory Skills: Demonstrated ability to engage managers and stakeholders, backed by excellent interpersonal and communication skills.Planning and Organization: Proven capacity to structure, prioritize, and manage multiple concurrent initiatives in a fast‑paced environment.Rigor and Results Orientation: Strong analytical mindset, keen attention to detail, and a commitment to measuring performance and driving continuous improvement.Autonomy and Agility: Proactive, creative, pragmatic approach with high adaptability in an evolving technological landscape.Thank you for your interest in Croesus.
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Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.Position Job Overview
Reporting to the Vice President, Talent, Culture and Employee Experience, the Senior Partner, Learning & Talent Development plays a strategic role in structuring, evolving, and promoting talent development practices at Croesus. Combining strategic talent development expertise, a strong advisory posture, and advanced proficiency in learning technologies, this individual defines, designs, and deploys skills development strategies, programs, and learning paths aligned with business priorities and evolving job functions. A true builder, innovator, and transformation partner, they will lead the evolution of the training function into a high-performing, structured, and scalable center of expertise and services. In particular, they will leverage the advanced use and optimization of Workday Learning, instructional innovation, and continuous process improvement to deliver a modern, accessible, and high-value learning experience. Working in close collaboration with the management and HR Business Partners, they will act as a strategic advisor and subject‑matter expert in identifying development needs, orchestrating talent and succession development plans, and supporting organizational development initiatives. They will also establish key indicators to measure initiative effectiveness, skills progression, and their direct impact on organizational performance.Your Daily Responsibilities
Croesus Campus Leadership: Lead and expand the reach of the Croesus Campus as a high-performing center of expertise and services. Develop and evolve the training catalog, learning paths, and operational processes.Instructional Strategy and Design: Develop and deploy skills development strategies aligned with Croesus’ business priorities, while designing innovative learning solutions (digital and AI-integrated). Build competency frameworks, training programs, and tailored learning paths for various job families.Workday Learning Expertise (LMS): Oversee the configuration, optimization, and functional evolution of the Workday Learning platform.Key Talent and Succession: Orchestrate, in collaboration with managers and HRBPs, the governance, execution, and follow-up of development plans and targeted pathways to accelerate competency acquisition.Performance and Continuous Improvement: Define and track key performance indicators (KPIs) to measure program adoption, learning transfer, and concrete contributions to organizational performance.What We Are Looking For
Education and Experience
Bachelor’s degree in Human Resources Management, Organizational Development, Education, Educational Technology, or a related field.Minimum of 10 years of relevant experience, including several years focused on learning, skills development, and talent management.Advanced, hands‑on LMS experience, including functional configuration, learning path management, and platform optimization.Proven track record in instructional design, training content creation, and the rollout of skills development programs.Experience in a technology company—ideally in software development, SaaS, or fintech—strongly preferred.Experience in a growing or transforming SMB environment is a significant asset.Technical Skills
Advanced Workday Learning Expertise: Deep platform proficiency, including functional configuration, learning path management, feature optimization, process automation, and data/reporting utilization.Innovation and Learning Technologies: In-depth knowledge of digital learning solutions, modern instructional design practices, and emerging technologies, particularly artificial intelligence.Bilingualism: Professional fluency in French and English, both spoken and written, to develop bilingual content for employees across Quebec and Ontario.Soft Skills
Strategic Vision and Business Acumen: Ability to translate organizational challenges into actionable skills development strategies and solutions.Influential Leadership and Advisory Skills: Demonstrated ability to engage managers and stakeholders, backed by excellent interpersonal and communication skills.Planning and Organization: Proven capacity to structure, prioritize, and manage multiple concurrent initiatives in a fast‑paced environment.Rigor and Results Orientation: Strong analytical mindset, keen attention to detail, and a commitment to measuring performance and driving continuous improvement.Autonomy and Agility: Proactive, creative, pragmatic approach with high adaptability in an evolving technological landscape.Thank you for your interest in Croesus.
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