About The Position

The Learning Experience Designer I designs, develops, and delivers multi-modal, high-performance learning experiences that build learner capabilities, drive behavior change, and achieve performance results. The role supports a culture of continuous learning through human-centered learning and performance design. Field Learning builds capabilities critical to the firm's strategy at speed and scale, supporting the reskilling and upskilling of home-office associates and branch team members. This position facilitates virtual and in-person learning, partners with business leaders and learning teams, and creates learner-centered solutions that help learners apply skills in performance-focused ways. It also monitors effectiveness and improves learning solutions using feedback, insights, and performance data. Candidates within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

  • Bachelor's degree in Education, Organizational Psychology, Human Capital Management, or a related field, or equivalent experience.
  • At least 3 years of experience designing, developing, and delivering learning and performance solutions that drive business outcomes.
  • Strong facilitation and presentation skills, with the ability to adapt learning experiences for diverse audiences.
  • Excellent verbal and written communication skills, including experience facilitating virtual learning.
  • Ability to collaborate with and influence stakeholders across teams and organizational levels.
  • Strong problem-solving skills and experience applying systems thinking, root cause analysis, and performance consulting methodologies.
  • Ability to explain complex concepts clearly, engagingly, and in a learner-centered manner.

Nice To Haves

  • Knowledge of the financial services industry.
  • SIE, Series 7, and Series 66 licenses, or the ability to obtain them within one year of assuming the role.
  • Experience presenting to senior leaders and executive audiences.
  • Experience leveraging emerging learning technologies and innovative learning design approaches.

Responsibilities

  • Facilitate engaging virtual and in-person training, workshops, and peer-led learning sessions.
  • Partner with business leaders, stakeholders, and Learning & Development teams to design, develop, and deliver learning solutions that drive business results.
  • Apply Practice Management expertise and knowledge of branch team dynamics to create learning experiences that support Proven Practices and improve performance.
  • Design innovative, learner-centered solutions using research, collaboration, prototyping, and emerging technologies, including AI.
  • Develop multi-modal learning experiences that encourage adoption and help learners apply new skills in meaningful, performance-focused ways.
  • Monitor learning effectiveness using feedback, insights, and performance data, and continuously improve learning solutions.
  • Lead collaborative design and validation sessions to ensure high-quality, scalable learning experiences.
  • Stay current on industry trends, learning best practices, and evolving field needs to enhance learning strategies and outcomes.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Potential eligibility for bonuses and profit sharing
  • Employee Assistance Program
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