Wealth Planning Solutions Instructional Designer

Edelman Financial Engines

13d • Remote

About The Position

Wealth Planning Solutions Instructional Designer (Remote)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As an Instructional Designer on the Wealth Planning Solutions team, you’ll play a pivotal role by creating effective, engaging learning experiences and supporting key learning platforms to elevate the experience for our team members.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Instructional Designer role, we are seeking a candidate with proven instructional design expertise and strong project management skills to help advance our performance support and learning initiatives. If you are detailed oriented, collaborative, creative, and drive to improve learning outcomes this may be an opportunity for you!

Requirements

• 3+ years of experience in instructional design, learning experience design, or a related field.
• Bachelor’s degree in Instructional Design, Education, Communications, or equivalent experience.
• Demonstrated experience applying adult learning theory and instructional design methodologies (e.g., ADDIE, SAM).
• Proficiency with eLearning and content creation tools (e.g., Articulate 360, Camtasia, Adobe Creative Cloud, or similar).
• Strong project management skills with the ability to manage multiple concurrent projects.

Nice To Haves

• Familiarity with digital workplace tools or learning platforms (e.g., LMS, SharePoint, WalkMe) a plus.

Responsibilities

• Design, develop, implement, and evaluate high‑quality learning solutions grounded in adult learning principles, including eLearning modules, facilitator guides, participant guides, presentations, videos, and curated resources.
• Manage 3–5 instructional design projects concurrently while meeting deadlines and ensuring alignment with industry standards and best practices.
• Collaborate closely with subject-matter experts and teammates to translate complex information into clear, engaging learning experiences.
• Apply iterative and agile design principles to continuously refine and enhance instructional materials.
• Serve as a backup administrator for key workplace platforms, including WalkMe, The Collective, SharePoint, and others as needed.

Benefits

• this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees