Instructional Designer

• 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.
• Responsibilities Curriculum Development Design 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.
• Qualifications 5+ 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 Metrics Reduction 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.

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