Job Summary

The Senior Advisor, Talent Assessment is responsible for executing on the firm-wide assessment strategy for hiring and developing talent. The Senior Advisor serves as a subject matter expert on the research, validation, and implementation of new assessments. This role also consults with management and HR professionals to interpret assessment results and ensure effective use of our tools. This role will also play a key part in expanding and implementing our use of assessments to jump start onboarding and career development for our workforce.

Essential Duties and Responsibilities

• Partners with Talent Development leaders, professionals, and coordinators to expand and deliver assessment offerings for career and skill development of our workforce
• Partners with Talent Acquisition leadership, recruiters, and coordinators to deliver effective pre-hire assessment solutions
• Participates in vendor calls and meetings to gather information on new assessments, reviews test manuals, gathers and compiles validity evidence, and draws conclusions about test validity and utility
• Recommends assessment tools that are effective, fair, and a good fit with our culture
• Recommends validation and implementation approaches for roles such as leadership, sales, financial advisor trainees, and rotational and high-potential programs
• Leads internal validation projects: data gathering, analysis, reporting, and recommendations
• Develops and delivers educational/training materials on assessments; trains HR professionals and managers on the effective use of assessments for hiring and development
• Writes assessment reports and consults with management on results interpretation
• Evaluates job requirements and determines appropriate assessment batteries
• Maintains assessment battery records and completes scheduled periodic reviews of accuracy
• Analyzes data and produces reports on assessment usage, pass rates, group differences, and success metrics
• Supports the Talent Acquisition pre-screening question library and support recruiters with assigning appropriate weights/scoring
• Provides back up support for corporate testing administration, both proctored and unproctored
• Supports the Organization Effectiveness team with organizational surveys, competency models, and employee engagement efforts
• Supports other talent measurement projects as needed

Knowledge, Skills, and Abilities

Knowledge of

• Job analysis
• Assessment centers
• Test development and validation
• Survey design
• EEOC laws governing the use of assessments for selection
• Research design and analysis principles and methodologies, sufficient to conduct organizational studies
• Working structure, policies, mission and strategies of the organization
• Concepts, principles and practices of the financial services industry
• Data analysis methodology using Excel and SPSS

Skill in

• Analyzing assessment and selection tools and processes
• Analyzing jobs and determining appropriate knowledge and skill assessment processes
• Designing and conducting assessment and validation research
• Operating standard office equipment and using required software applications
• Strong experience in statistics tools, including but not limited to: Excel, SPSS, R, SAS, SQL, Python.
• Experience with Tableau for data visualization.

Ability to

• Partner effectively with associates in Human Resources and other areas of the business
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
• Communicate effectively, both orally and in writing
• Work independently as well as collaboratively within a team environment
• Establish and maintain effective working relationships at all levels of the organization

Previous Experience Requirements

• Masters Degree or Doctorate in Industrial/Organizational Psychology or related field plus two (2) years of related experience
• ~OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.
• Preferred: Hogan certified, AON (Adept-15) certification.