Learning Design Manager

Key Responsibilities - Instructional Design and Delivery

• Apply instructional design best practices and adult learning theory to design and develop instructionally sound learning solutions.
• Develop engaging learning experiences that enhance the learner journey and drive performance improvement.
• Utilize multiple formats such as instructor-led, virtual instructor-led, eLearning, and blended learning.
• Collaborate with the Learning Program Manager and stakeholders to ensure training aligns with team strategy and rollout plans.
• Occasionally facilitates virtual or in-person training sessions to support role-based training programs, train-the-trainer programs, or high-priority initiatives.

Key Responsibilities - Technology Integration & Innovation

• Stay current with and integrate emerging learning technologies—including AI, adaptive learning platforms, and generative tools—into instructional design practices to enhance scalability, personalization, and learner engagement.
• Leverage AI-powered tools (e.g., ChatGPT, Articulate 360, Storyline) to streamline content creation, automate assessments, and generate learner personas that inform design decisions.
• Collaborate with UX/UI designers, developers, and data analysts to ensure learning experiences are intuitive, accessible, and aligned with behavioral science principles.
• Explore and apply innovative approaches such as microlearning, augmented reality, and data-driven personalization to elevate the learner journey.

Key Responsibilities - Project Management

• Own and project manage the design, development, and delivery of multiple training programs across the firm.
• Provide clear timelines and manage project phases in collaboration with stakeholders and SMEs.
• Use project planning tools to prioritize, sequence, and communicate deliverables.
• Ensure continuous feedback loops and maintain version control of learning materials.

Key Responsibilities - Strategy & Collaboration

• Partner closely with the Learning Program Manager to support program design and delivery strategies and gather relevant information to develop content aligned with learning objectives.
• Participate in learning strategy discussions and governance groups to help shape content priorities and rollout sequencing.
• Work across departments and with senior leaders to understand business goals and integrate training solutions.
• Collaborate with SMEs and process owners to build content that reflects current practices and systems.

Key Responsibilities - Measurement & Continuous Improvement

• Analyze performance data to identify learning needs and opportunities.
• Conduct evaluation using formative, summative, and usability testing methods.
• Support post-launch measurement of comprehension, retention, and business impact.
• Stay current with trends in adult learning, instructional design, and digital learning technologies.

Qualifications - Education & Experience

• Bachelor’s degree in Finance, Education, or related field preferred. Advanced degree or certification in a relevant field a plus.
• 3-5 years of instructional design experience. Experience in a finance/wealth management environment (client service or operations) a plus.
• Experience creating training programs across multiple modalities and technical subjects.
• Proven ability to manage complex projects with shifting priorities.
• Experience delivering live and virtual training sessions a plus.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility

Qualifications - Technical Skills

• Proficiency in authoring tools such as Captivate, Articulate (Storyline and Rise), or Camtasia.
• Experience with presentation and graphics tools (e.g., PowerPoint, Illustrator, InDesign).
• Experience designing asynchronous (on-demand) and synchronous (live) learning experiences.
• Experience working with and managing Learning Management Systems (e.g., Docebo, Cornerstone).
• Working knowledge of video/audio editing and basic front-end web design is a plus.

Qualifications - Key Competencies

• Instructional Design
• Assessment & Evaluation
• Content Development Tools & Technology
• Communication & Collaboration
• Project Management
• Adaptability
• Learner-Centered Mindset

Compensation

• Pay:  $98,000 - $145,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.