Are you passionate about empowering people through learning? Do you thrive in a dynamic environment where you can shape professional development in the financial services sector? We’re looking for a Learning and Development Specialist to join our People & Culture team and drive impactful learning experiences across Fisher Funds.

About the Role

As a Learning and Development Specialist, you’ll collaborate closely with Senior Leaders across the business and alongside the People & Culture team to design, develop, and deliver innovative learning solutions. Your work will enable individuals and teams to build the knowledge, skills, and behaviours needed to achieve strategic goals and elevate performance.

You’ll also play a key role in enhancing and building on our professional learning processes and be a key stakeholder supporting project activities that enhance our learning culture.

Key Responsibilities

Instructional Design & Development

• Identify current and future skill gaps, aligning learning priorities with business objectives and regulatory requirements.
• Design and develop engaging, high-impact learning solutions tailored to a financial services context.
• Build structured learning journeys using a mix of digital, in-person, and on-the-job learning. Be able to create content based on (but not limited to): Financial Product Training, Regulatory & Compliance Training, Professional Skills Development, Sales and interacting with Clients Training.

Content Creation & Continuous Improvement

• Develop a variety of learning assets—e-learning modules, workshops, job aids, quick reference guides, and more.
• Stay ahead of industry trends and emerging technologies to continuously enhance learning offerings.
• Champion innovation by introducing new tools, formats, and delivery methods.

Evaluation & Reporting

• Implement robust evaluation frameworks to measure learning effectiveness and impact.
• Provide actionable insights and recommendations to stakeholders using data-driven analysis.
• Manage and optimise the Learning Management System (LMS), ensuring seamless content delivery, user experience, and reporting.

Stakeholder Collaboration & Vendor Management

• Partner with leaders across departments (Investment Management, Sales, Operations, Compliance) to conduct comprehensive training needs assessments.
• Collaborate with internal stakeholders, subject matter experts, and the People & Culture team to ensure learning initiatives are relevant and aligned with strategic goals.
• Source, evaluate, and manage external training providers when specialised expertise is required.

Training Delivery & Facilitation

• Facilitate engaging and interactive training sessions, both virtually and in person.
• Adapt delivery styles to suit different learning preferences and audience needs.

What You’ll Bring to the Role

• 3+ years of experience in Learning & Development, with strong instructional design and facilitation skills.
• Background in financial services or investment management (preferred).
• Ability to simplify complex financial concepts for diverse learners.
• Excellent communication and relationship-building skills.
• Strong organisational and project management capabilities.
• Data-driven mindset with a focus on continuous improvement.
• Experience with Articulate 360 (a plus).
• Knowledge of adult learning principles and best practices.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.
Grow Your Career: Access professional development opportunities to reach your full potential.
Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.
Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.
• Our vibrant and buzzing head office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach

Applications close 27 June 2025. We will be reviewing applications as they are received.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.