JobMesh

Talent Management & Development Specialist

NFP · Madison, Wisconsin, US

Who We Are: We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company a...

Job description

Who We Are: We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up. Summary: The Talent Management & Development Specialist plays a key role in strengthening organizational capability, driving performance, and operationalizing compliance-related learning initiatives across the employee lifecycle. Reporting to the Chief People Officer, this position designs and delivers impactful development programs while partnering closely with Legal and HR leadership to execute compliance training requirements effectively and consistently. This role blends strategic program development with hands-on execution — supporting performance management processes, leadership development initiatives, and regulatory training programs that ensure employees are equipp...