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.
- Serve as a learning consultant and trusted advisor to business leaders, stakeholders, project teams, and subject matter experts.
- Conduct training needs analyses, intake consultations, stakeholder interviews, and performance assessments to identify learning needs, root causes, and recommended solutions.
- Attend cross-functional project meetings to understand upcoming business initiatives, system enhancements, process changes, and their learning impact.
- Use learner feedback, stakeholder insights, project information, operational trends, and business priorities to continuously improve learning programs and resources.
- Manage multiple learning projects, deliverables, timelines, stakeholder expectations, and competing priorities with minimal supervision.
- Administer and support Learning Management System activities, including course publishing, curriculum organization, learner tracking, reporting, and content maintenance.
- Maintain accurate records of training activities, feedback, attendance, completion status, and program metrics for reporting and optimization.
- Coordinate onboarding and ongoing education programs that help financial professionals, staff, and employees gain the knowledge and confidence needed to succeed.
What You Bring:- Series 7 license desirable but not required.
- ATD, CPTD, instructional design, facilitation, coaching, or learning technology certifications desirable but not required.
- Bachelor's degree in education, Instructional Design, Organizational Development, Human Resources, Communications, Business, or a related field preferred; equivalent work experience may be considered.
- Minimum of 5 years of experience across training & development, instructional design, training delivery, performance consulting.
- Experience facilitating both virtual and classroom-based learning programs required or strongly preferred.
- Experience consulting with business partners, managing stakeholder relationships, and supporting cross-functional projects preferred.
- Experience working with financial professionals, wealth management, financial services, operations, call center, or another regulated industry preferred.
- Strong written, verbal, interpersonal, and listening skills with the ability to explain complex topics clearly, patiently, and professionally
- Experience with LMS platforms, Microsoft Office Suite, Teams, Zoom, Smartsheet, and digital learning or content development tools; quick to learn and teach new systems.
- Proven ability to manage multiple projects, deliverables, and training engagements while maintaining quality, accuracy, and follow-through.
- Strong knowledge of instructional design models, adult learning principles, ILT/VILT curriculum design, blended learning, learner engagement, performance support, and learning evaluation. Adobe Captivate experience is required.
Internal Application Policy:Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
