Instructional Designer

Instructional Designer - Detalhes da Vaga. ● This individual will design, develop, and deliver engaging training content for diverse audiences — from financial advisors and their assistants to home office strategists, operations teams, and internal staff. ●This is a foundational hire for our enablement organization. ● The instructional designer will create the curricula and core learning assets that trainers, account executives, and client success managers will leverage at scale. ●ResponsibilitiesCurriculum DevelopmentDesign structured learning paths (101 onboarding, role-based 201, advanced 301, and certifications) tailored to advisors, operations staff, and HQ users. ●Translate complex wealth-tech workflows into digestible, engaging training modules. ●Build multi-modal content: e-learning modules, videos, job aids, guides, playbooks, and interactive demos. ●Maintain a consistent brand and learning style across all materials. ●Create onboarding journeys that shorten time to adoption for new clients. ●Develop certification programs (e. ●G. ●, Advisor Certification, Operations Specialist Certification). ●Support adoption campaigns for new products or features with training collateral. ●Partner with internal subject matter experts (product managers, solution consultants, client success executives) to gather knowledge and validate accuracy. ●Work closely with trainers (as they are hired) to refine content based on classroom or webinar feedback. ●Coordinate with product and marketing teams to ensure training aligns with releases and client messaging. ●Monitor adoption and training metrics to evaluate effectiveness of content. ●Update training material in sync with product releases. ●Incorporate feedback from advisors, HQ clients, and internal teams. ●Qualifications5+ years in instructional design or learning development in a B2B software or services context. ●Mastery of adult learning theory, instructional design models (ADDIE, SAM, etc. ●), and curriculum development. ●Experience designing content for multiple formats: e-learning, video, live instructor-led, self-paced guides. ●Proficiency with authoring tools (Articulate, Captivate, Camtasia, Adobe Creative Suite, or similar) and LMS platforms. ●Strong ability to translate technical/complex workflows into clear, engaging, and actionable training. ●Excellent collaboration and communication skills. ●Experience designing training for financial services, wealth management, or other regulated industries. ●Familiarity with CRM, OMS, portfolio management, or fintech platforms. ●Experience building certification programs. ●Success MetricsReduction in support tickets tied to “how-to” questions. ●Measurable lift in advisor adoption of key platform modules after training campaigns. ●Training content updated in sync with every major product release. ●Positive feedback scores from advisors, HQ clients, and internal staff. ●. Requisitos para participar do processo. ● . O que oferecemos.