Learning Designer, Institutional Solutions

Posted 7 Days Ago
Be an Early Applicant
4 Locations
In-Office
95K-127K Annually
Entry level
Financial Services
The Role
Designs and governs digital, live, cohort-based, and AI-enabled learning experiences for institutional clients. Establishes learning design methodologies, quality standards, and assessment frameworks; facilitates workshops and other instructor-led programs; collaborates with subject matter experts, technology teams, and partners; applies adult learning science; uses AI authoring tools and learning analytics; and recommends portfolio-level learning strategy and improvements.
Summary Generated by Built In

Are you passionate about designing learning experiences that make a measurable difference to how professionals develop and apply new skills? Do you enjoy combining learning science, technology, and creativity to transform complex subject matter into engaging educational experiences? Are you excited by the opportunity to explore AI-enabled learning, shape learning design strategy, and create innovative solutions for institutional clients around the world?


At CFA Institute, we are expanding our Institutional Solutions business, developing learning experiences that help organisations build capabilities, develop talent, and respond to the evolving needs of the investment profession.


We are looking for a Learning Designer – Institutional Solutions to help shape how we design and deliver professional education across our growing B2B portfolio. This is an opportunity to influence learning design at both a strategic and practical level, establishing consistent approaches and quality standards while creating engaging, evidence-based learning experiences across digital, live, and AI-enabled formats.


Reporting to the General Manager, Institutional Solutions, you will work closely with the Senior Director, Curriculum and Learning Delivery, technology colleagues, subject matter experts, and external partners to develop learning solutions that are engaging, scalable, and grounded in the needs of institutional clients and their learners.

What You'll Do
  • Shape the learning design approach across the Institutional Solutions portfolio, developing consistent methodologies, standards, and best practices for adult and professional education.
  • Own learning design governance and quality assurance, ensuring educational products deliver coherent, engaging, and effective learning experiences across different formats and audiences.
  • Design and develop interactive digital learning products and live learning experiences, applying evidence-based principles such as cognitive load theory, spaced repetition, and active learning.
  • Design and facilitate instructor-led learning, including virtual and in-person workshops, bootcamps, webinars, and cohort-based programmes, ensuring consistency alongside self-paced and AI-enabled learning.
  • Collaborate with subject matter experts, learning designers, multimedia developers, client stakeholders, and external technology partners to translate complex content into engaging educational experiences.
  • Apply learning science and adult learning principles to guide instructional design decisions, content development, and the creation of effective learning pathways.
  • Explore and apply AI-powered content generation and authoring tools to prototype new learning experiences and personalise approaches for different institutional audiences and delivery platforms.
  • Develop assessment frameworks that align learning objectives, instructional activities, and evaluation methods to support measurable learning outcomes.
  • Analyse learner feedback, engagement data, and learning analytics to evaluate effectiveness and continuously improve learning products.
  • Recommend portfolio-level learning design decisions to the General Manager, Institutional Solutions, helping shape the evolution of educational products and delivery approaches.
What We're Looking For
  • Demonstrable experience designing and delivering engaging digital learning products, ideally within professional education, enterprise learning, executive education, or other adult learning environments.
  • Experience leading online learning design projects, including MOOCs, high-stakes adult learning programmes, B2B learning, or executive education, is particularly welcomed.
  • A qualification in instructional design, learning science, education, or a related discipline, or equivalent relevant professional experience.
  • Strong understanding of learning science and adult learning principles, with the ability to translate educational theory into practical, effective learning experiences.
  • Experience designing and/or facilitating live, virtual, and cohort-based learning, including workshops, bootcamps, and instructor-led programmes.
  • Familiarity with developing facilitator materials, including train-the-trainer guides, facilitator scripts, and supporting learning resources.
  • Experience using AI-powered content generation and authoring tools to create, prototype, or enhance learning experiences across different audiences and platforms.
  • Proficiency with digital learning authoring tools and learning platforms, including Learning Management Systems (LMS) and Learning Experience Platforms (LXP).
  • An understanding of educational technology, multimedia learning, and emerging trends in AI-enabled and digital education.
  • Experience using learner feedback, analytics, and performance data to evaluate learning effectiveness and inform improvements.
  • Strong collaboration and stakeholder engagement skills, with the ability to work effectively with subject matter experts, technology teams, external partners, and senior business stakeholders.
  • Effective communication, consulting, and problem-solving skills, with the ability to translate complex concepts into clear, engaging learning solutions.
  • An organised and adaptable approach, with the ability to manage multiple priorities and work collaboratively across international teams and cultures.
Why Join Us
  • Shape the future of institutional learning. Help establish the learning design foundations for CFA Institute's growing B2B Institutional Solutions business, influencing how educational products are designed and delivered.
  • Make a meaningful impact. Create learning experiences that support professional development and capability building across the global investment industry.
  • Combine learning science with innovation. Apply evidence-based instructional design while exploring emerging AI technologies and new approaches to professional education.
  • Influence an entire portfolio. Contribute to learning design strategy, governance, and quality standards rather than focusing solely on individual course development.
  • Work across diverse learning formats. Design experiences spanning digital learning, live facilitation, cohort-based programmes, and AI-enabled solutions.
  • Collaborate with experts globally. Partner with education specialists, subject matter experts, technology teams, and institutional stakeholders across CFA Institute.
  • Be part of a growing business. Join Institutional Solutions as it develops new products, capabilities, and approaches to meeting the learning needs of institutional clients.

At this time, CFA Institute cannot provide sponsorship. No agencies, please.


Compensation and Benefits

This position may be based in eligible jurisdictions in the United States or United Kingdom (London).


At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:


Expected salary range: $95k - $127k / £57k - £76k per year.


All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position including location. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits


About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.


Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo


Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.


If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [email protected] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

Skills Required

  • Demonstrable experience designing and delivering engaging digital learning products
  • Experience in professional education, enterprise learning, executive education, or other adult learning environments
  • Experience leading online learning design projects, including MOOCs, high-stakes adult learning programs, B2B learning, or executive education
  • Qualification in instructional design, learning science, education, or a related discipline, or equivalent relevant professional experience
  • Strong understanding of learning science and adult learning principles
  • Experience designing and/or facilitating live, virtual, and cohort-based learning, including workshops, bootcamps, and instructor-led programs
  • Familiarity with facilitator materials, including train-the-trainer guides, facilitator scripts, and supporting learning resources
  • Experience using AI-powered content generation and authoring tools
  • Proficiency with digital learning authoring tools and learning platforms, including LMS and LXP
  • Understanding of educational technology, multimedia learning, and emerging trends in AI-enabled and digital education
  • Experience using learner feedback, analytics, and performance data to evaluate learning effectiveness
  • Strong collaboration and stakeholder engagement skills
  • Effective communication, consulting, and problem-solving skills
  • Ability to manage multiple priorities and work collaboratively across international teams and cultures

CFA Institute Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.

  • Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
  • Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
  • Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.

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The Company
HQ: Charlottesville, VA
2,069 Employees
Year Founded: 1987

What We Do

CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.

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