Senior Instructional Designer & Facilitator

Kestra Holdings•Tempe, AZ

About The Position

The Senior Instructional Designer & Facilitator designs, develops, delivers, and continuously improves learning solutions for financial professionals, their staff, and internal employees. The role combines instructional design and content development, facilitation and learning delivery, and consulting and performance improvement. It partners with business leaders, project teams, subject matter experts, and stakeholders to translate complex business needs into practical, engaging, performance-focused learning experiences. The position develops and maintains curriculum and learning assets, creates blended learning programs, and facilitates training in virtual, classroom, hybrid, on-site, and off-site settings. It also serves as a learning consultant, conducts needs analyses and performance assessments, manages learning projects and stakeholder expectations, supports Learning Management System activities, maintains training records and metrics, and coordinates onboarding and ongoing education.

Requirements

Minimum of 5 years of experience across training and development, instructional design, training delivery, and performance consulting.
Experience facilitating virtual and classroom-based learning programs is required or strongly preferred.
Adobe Captivate experience is required.
Strong knowledge of instructional design models, adult learning principles, ILT/VILT curriculum design, blended learning, learner engagement, performance support, and learning evaluation.
Experience with LMS platforms, Microsoft Office Suite, Teams, Zoom, Smartsheet, and digital learning or content development tools, with the ability to learn and teach new systems quickly.
Strong written, verbal, interpersonal, and listening skills, including the ability to explain complex topics clearly, patiently, and professionally.
Proven ability to manage multiple projects, deliverables, and training engagements while maintaining quality, accuracy, and follow-through.
Bachelor’s degree in education, instructional design, organizational development, human resources, communications, business, or a related field preferred; equivalent work experience may be considered.

Nice To Haves

Series 7 license.
ATD, CPTD, instructional design, facilitation, coaching, or learning technology certifications.
Experience consulting with business partners, managing stakeholder relationships, and supporting cross-functional projects.
Experience working with financial professionals, wealth management, financial services, operations, call centers, or another regulated industry.
Call center and wealth management or financial services instructional design experience.

Responsibilities

Design, develop, and maintain learning solutions using adult learning principles, instructional systems design methodologies, authoring tools, and learning experience design practices.
Create and update curricula, facilitator guides, participant materials, slide decks, eLearning content, job aids, performance support resources, knowledge articles, process guides, and on-the-job training materials.
Partner with subject matter experts, business owners, project teams, and vendors to turn complex information into clear, accurate, engaging learning experiences.
Develop blended learning programs using formats such as instructor-led training, virtual instructor-led training, self-paced learning, microlearning, videos, simulations, workshops, and performance support tools.
Collaborate with Marketing, Communications, Compliance, Operations, Technology, and business teams to finalize learning assets and support a professional learner experience.
Evaluate learning effectiveness using learner feedback, stakeholder input, performance data, quality trends, LMS reporting, and business outcomes, and recommend improvements.
Facilitate training in virtual, classroom, hybrid, on-site, and off-site environments for onboarding, system navigation, operational processes, best practices, and skill development.
Customize learning experiences to audience needs, firm structure, learner experience, business priorities, pace, and preferred learning style.
Create inclusive learning environments that encourage participation, knowledge retention, confidence, and practical application.
Lead workshops, webinars, system training sessions, team learning events, onboarding programs, skill-development sessions, and learner readiness activities.
Use facilitation techniques including questioning, scenario-based learning, guided practice, discussion management, and teach-back methods.
Support additional training needs, including firm education, internal new-hire training, special initiatives, and learning opportunities informed by customer feedback, quality assurance trends, or leadership direction.
Serve as a learning consultant and trusted advisor to business leaders, stakeholders, project teams, and subject matter experts.
Conduct training needs analyses, intake consultations, stakeholder interviews, and performance assessments to identify needs, root causes, and recommended solutions.
Attend cross-functional project meetings to understand business initiatives, system enhancements, process changes, and learning impacts.
Use learner feedback, stakeholder insights, project information, operational trends, and business priorities to improve learning programs and resources.
Manage multiple learning projects, deliverables, timelines, stakeholder expectations, and competing priorities with minimal supervision.
Administer and support LMS activities, including course publishing, curriculum organization, learner tracking, reporting, and content maintenance.
Maintain records of training activities, feedback, attendance, completion status, and program metrics for reporting and optimization.
Coordinate onboarding and ongoing education programs for financial professionals, staff, and employees.