Learning Experience Designer

Learning Experience Design and Delivery:

• Design end‑to‑end learning experiences that are grounded in adult learning theory, behavioral science, and business priorities.
• Serve as a thought partner to stakeholders—clarifying outcomes, aligning on success measures, and translating needs and SME insights into clear, relevant learning narratives.
• Create modern, human-centered assets such as facilitator guides, eLearnings, scenarios, and reinforcement tools.
• Incorporate practice, feedback, and real‑world application to accelerate skill adoption and performance.
• Ensure experiences are inclusive, accessible, intuitive, and supported by clean visual design that enhances clarity and engagement across the learner journey.
• Occasionally facilitate or co‑facilitate virtual or live trainings.

Technology Integration & Innovation:

• Stay current with and integrate emerging learning technologies—including AI, adaptive learning platforms, and generative tools—into instructional design practices to enhance scalability, personalization, and learner engagement.
• Leverage AI-powered tools (e.g., ChatGPT, Articulate 360, Storyline) to streamline content creation, automate assessments, and generate learner personas that inform design decisions.
• Collaborate with UX/UI designers, developers, and data analysts to ensure learning experiences are intuitive, accessible, and aligned with behavioral science principles.
• Explore and apply innovative approaches such as microlearning, augmented reality, and data-driven personalization to elevate the learner journey.

Project Management:

• Own and project manage the design, development, and delivery of multiple training programs across the firm.
• Provide clear timelines and manage project phases in collaboration with stakeholders and SMEs.
• Use project planning tools to prioritize, sequence, and communicate deliverables.
• Ensure continuous feedback loops and maintain version control of learning materials.

Measurement & Continuous Improvement:

• Use data and learner feedback to identify needs and opportunities for improvement.
• Build evaluation into design using pilot feedback, usability testing, and behavior/application measures.
• Support post-launch measurement of comprehension, retention, and performance impact.
• Iterate on content and experiences based on feedback and data. Stay current on trends in learning science, experience design, and learning technologies.

Learning Technology & Innovation:

• Integrate emerging technologies—including AI—to enhance personalization and scalability.
• Use AI tools to accelerate design while ensuring quality and compliance.
• Collaborate with Marketing, developers, and analysts to ensure intuitive, accessible experiences.
• Apply innovative approaches (microlearning, AR, personalization) to strengthen learner engagement.
• Recommend tools and templates that improve consistency and learning adoption.

Qualifications - Education & Experience:

• Bachelor’s degree in Instructional Design, Adult Learning/Education, Education, or related field preferred; advanced degree/certification a plus.
• 3–5 years designing learning experiences across modalities.
• Ability to translate complex or regulated content into engaging learning that drives behavior change.
• Experience partnering with SMEs and stakeholders to shape content and strategy.
• Strong portfolio demonstrating design thinking and final deliverables.
• Proven ability to manage complex projects with shifting priorities.
• Experience facilitating live or virtual learning.
• Financial services/wealth management experience is a plus—but not required.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
• As part of the application, please provide an accessible link to your professional portfolio.

Qualifications - Technical Skills:

• Proficiency in authoring tools such as Captivate, Articulate (Storyline and Rise), or Camtasia.
• Experience with presentation and graphics tools (e.g., PowerPoint, Illustrator, InDesign).
• Experience designing asynchronous (on-demand) and synchronous (live) learning experiences.
• Experience working with and managing Learning Management Systems, preferably Docebo.
• Working knowledge of video/audio editing and basic front-end web design is a plus.
• Familiarity with collaboration tools (Miro, Figma) is a plus.

Key Competencies:

• Learning Experience Design/Instructional Design
• Experience Strategy & Systems Thinking
• Assessment & Evaluation
• Content Development Tools & Technology
• Communication & Collaboration
• Project Management
• Adaptability
• Learner-Centered Mindset

Compensation:

• Pay:  $98,000 - $145,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.