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Instructional Designer

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This role will work closely with a team of writers, subject-matter experts, and media developers to analyze, write, design, develop, and evaluate educational materials for delivery across multiple channels. This individual is responsible for creating engaging, dynamic learning experiences that provide a competitive edge in the brokerage and financial services industry.


• Designing online courses, online workshops, and live workshops on a variety of investing topics for company clients.
• Leading instructional design efforts for the business unit in adherence to all policies and industry regulations.


• Participate actively in the design, development, evaluation, and maintenance of learning materials
• Design and develop engaging learning experiences in multiple modalities: stand-alone online courses, videos, webinars, synchronous online courses, and instructor-led workshops
• Design interactive, authentic online assessments to measure learners’ understanding
• Design learning experiences on complex investing topics in a manner that is engaging and easy-to-understand for the general public
• Independently research complex investing topics and structure them in ways that result in a change of behavior
• Anticipate and respond to trends both in financial services and learning sciences domains
• Manage, and at times lead, multiple projects simultaneously
• Perform other job related duties as assigned


• Ability to create engaging, effective e-learning and instructor-led educational materials
• Exceptional written and verbal communication skills
• High creativity, flexibility, problem-solving skills, and the ability to manage multiple projects simultaneously
• Experience designing a wide range of media including video scripts, online courses, PowerPoint presentations, etc. (Work samples/portfolio required upon application)
• Exhibit passion about the financial markets, investing, and adult learning
• Prioritize and operate within tight deadlines to deliver high-quality products
• Application of principles of instructional design, e-learning, and adult-learning theory to instructional development
• Experience conducting rapid prototyping with iterative design and evaluation loops
• Proficiency with the following visual design tools: Adobe Photoshop, InDesign, and Illustrator


• Bachelor’s degree in related field.
• Progressive leadership experience working with SMEs, instructional designers, and media developers.
• A minimum of three years of experience in instructional design, e-learning, content development, and adult-learning theory.
• Knowledge of and/or background working in financial services is preferred. Travel up to 10%.

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