Senior Instructional Designer & Facilitator

Lead with Purpose. Partner with Impact. The Senior Instructional Designer & Facilitator plays a key role in designing, developing, delivering, and continuously improving learning solutions that support financial professionals, their staff, and internal employees. This position combines three critical disciplines: Instructional Design & Content Development, Facilitation & Learning Delivery, and Consulting & Performance Improvement. This role partners with business leaders, project teams, subject matter experts, and stakeholders to translate complex business needs into practical, engaging, and performance-focused learning experiences.

What You'll Do:

Design, develop, and maintain learning solutions using adult learning principles, instructional systems design methodologies, eLearning and instructor-led authoring tools, and learning experience design best practices. High proficiency with Adobe Captivate building software simulations and assessments. Call center & wealth management / financial services instructional design experience. Create and update curriculum, facilitator guides, participant materials, slide decks, eLearning content, job aids, performance support resources, knowledge articles, process guides, and structured on-the-job training materials. Partner with subject matter experts, business owners, project teams, and vendors to convert complex information into clear, accurate, engaging, and usable learning experiences. Develop blended learning programs that may include instructor-led training, virtual instructor-led training, self-paced learning, microlearning, videos, simulations, workshops, and performance support tools. Collaborate with Marketing, Communications, Compliance, Operations, Technology, and business teams to finalize learning assets and ensure a professional learner experience. Evaluate learning effectiveness using learner feedback, stakeholder input, performance data, quality trends, LMS reporting, and business outcomes, then recommend improvements.

Facilitate engaging instructor-led training in virtual, classroom, hybrid, on-site, and off-site environments for onboarding, system navigation, operational processes, best practices, and skill development. Customize learning experiences based on audience needs, firm structure, learner experience level, business priorities, pace, and preferred learning style. Create inclusive learning environments that encourage participation, knowledge retention, confidence building, and real-world application. Lead workshops, webinars, system training sessions, team learning events, onboarding programs, skill-development sessions, and learner readiness activities. Apply facilitation best practices, questioning techniques, scenario-based learning, guided practice, discussion management, and teach-back methods to reinforce learning outcomes. Support additional training needs, including existing firm education, internal new hire training, special initiatives, and learning opportunities informed by Voice of the Customer, quality assurance trends, or leadership direction.