Instructional Designer

Modern Wealth Management • Mesa, AZ

8h • Onsite

About The Position

We are seeking a knowledgeable and engaging Financial Services Facilitator to implement comprehensive training programs for our staff. The ideal candidate will have a strong background in the financial services industry and proven experience in adult education. The core objective is to enhance employee performance, foster a deep understanding of company processes and systems, and ensure excellent customer service standards.

This position plays a critical role in helping our new offices transition into Modern Wealth Management in a way that minimizes disruption and supports the service of their clients. In this role, you will be responsible for helping manage this change so it creates optimism, reduces uncertainty, and drives engagement and retention of our employees, having a direct impact on the offices team’s ability to execute and implement client account activities aligned with the vision of continuously improving the client experience through operational effectiveness and efficiency, delivered by an engaged team where high performers thrive.

Requirements

• Education: A bachelor’s degree in finance, Business Administration,Education,ora relatedfield ispreferred.
• Minimum of 3-5 years in the financial services or banking industry ispreferred.M&A experience is highly valued.
• Proven experience in a training, teaching, or coaching role, preferably within the financial sector.

Nice To Haves

• Experience with Salesforce, Orion, Right Capital ishighly preferred.
• Instructional design and e-learning platformknowledgeis a plus(Articulate 360).

Responsibilities

• Training Delivery: Conduct engaging in-person and virtual training sessions, workshops, and seminars for new hires and existing employees.Specifically,tonew company offices nationwide.
• Needs Assessment: Collaborate with department managers and subject matter experts toidentifytraining needs, skill gaps, and organizationalobjectives.
• Performance Evaluation: Assess participant learning and the effectiveness of training programs through evaluations, assessments, and feedback.
• Compliance and Regulatory Adherence: Stay current with the latest financial trends, products, regulations, and compliance requirements to ensure all training content isaccurateandup to date.
• Logistics and Administration: Prepare training schedules, managelogisticsfor training sessions, andmaintainaccuraterecords of employee training and performance.
• Deliver trainingtoemployees in a classroom and/ora webinarsetting to support onboarding, new training, and reinforcement.
• Research and resolve routine issues that surface as part of thedevelopmentlifecycle process and implementation of learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level