Position Summary The Technical Training and Compliance Manager leads the operations, delivery, and continuous improvement of KSM's technical training and professional compliance programs. This role oversees learning systems, training workflows, regulatory requirements, and program measurement to deliver effective learning experiences, support employee proficiency, and ensure compliance with applicable professional standards. The manager partners with practice leaders and stakeholders across the firm while leading and developing team members.
Responsibilities - Lead and improve technical training and compliance processes, including intake, prioritization, resource allocation, workflow management, and timely program delivery.
- Oversee NASBA sponsorship and ensure training programs comply with NASBA and other applicable regulatory standards, quality requirements, and reporting obligations.
- Serve as a firmwide resource on state licensure, continuing professional education (CPE), and professional compliance requirements; monitor regulatory changes and communicate compliance updates to employees and leadership.
- Administer and optimize learning systems, shared resources, and communication channels to support an effective learner experience.
- Partner with Tax, Audit, Advisory, and learning councils to assess technical proficiency needs, identify capability gaps, and prioritize training investments.
- Develop evaluation methods and analyze participant feedback, assessments, and business metrics to measure training effectiveness and guide improvements.
- Manage the technical training budget, monitor expenses, and ensure alignment with financial guidelines.
- Evaluate and manage learning technology and content vendors to support business and program objectives.
- Lead and develop direct reports through coaching, goal setting, performance evaluations, delegation, and regular feedback; promote cross-functional collaboration.
Requirements / Qualifications - Bachelor's degree in Education, Instructional Design, Human Resources, or a related field.
- At least five years of experience managing projects, designing and documenting processes and programs, working with learning systems, and leading a team.
- Strong project management, process optimization, organizational, and problem-solving skills, with attention to accuracy, quality assurance, and risk management.
- Ability to analyze data, manage budgets, assess program outcomes, and communicate findings to stakeholders.
- Effective written and verbal communication, relationship-building, collaboration, and stakeholder management skills.
- Ability to lead and develop others, manage competing priorities, and work professionally across teams.
