Hybrid E-Learning Architect — Wealth Management

Advisor Group; Scottsdale (AZ); Hybrid; USD 75,000 - 80,000; Full time

Job summary

Osaic is seeking an E-Learning Consultant to design and develop digital learning experiences that drive adoption of firm platforms and compliance initiatives. You will serve as the primary Pendo administrator and collaborate with trainers, SMEs, and business stakeholders to create engaging e-learning, videos, and in-application guidance.

The role emphasizes leveraging AI-enabled learning technologies to enhance knowledge delivery across the organization.

Qualifications

• Five (5) or more years of experience designing and developing digital learning solutions.
• Experience developing e-learning content using Articulate Storyline and Rise.
• Experience creating instructional videos, software demonstrations, and multimedia learning assets.
• Experience creating job aids, playbooks, guides, and workflow support resources.
• Experience with Camtasia, Adobe Creative Cloud, or similar multimedia development tools.
• Experience administering and supporting Pendo, including guide creation and platform management.
• Strong project management, organizational, and stakeholder partnership skills.
• Ability to independently research technical issues, evaluate solutions, and implement recommendations.
• Strong written, verbal, and visual communication skills.
• Proficiency with Microsoft 365 applications and collaboration tools.
• Demonstrated ability to learn and apply emerging technologies, including AI-enabled tools.

Responsibilities

• Design engaging digital learning experiences using e-learning, multimedia, and performance support solutions.
• Partner with trainers, subject matter experts, and business stakeholders to transform learning requirements into effective digital learning assets.
• Serve as the primary administrator and subject matter expert for Pendo within the Training organization.
• Create, maintain, and optimize in-application guidance, walkthroughs, and digital adoption experiences that support platform utilization.
• Develop instructional videos, software demonstrations, job aids, playbooks, quick reference guides, and other performance support resources.
• Support financial professionals and their support staff, compliance, supervision, and enterprise technology enablement initiatives through scalable learning solutions.
• Assist with administration and maintenance of learning technologies, including learning management system.
• Organize and maintain learning content and resources to ensure information remains current, accessible, and effective.
• Research, troubleshoot, and resolve technical issues related to learning technologies and digital adoption tools.
• Evaluate emerging technologies and recommend innovative solutions that improve learning delivery, knowledge access, and user adoption.
• Manage multiple projects simultaneously while maintaining quality standards and meeting project deadlines.
• Build strong partnerships across departments to support learning, adoption, and business readiness objectives.
• Assist in mentoring and supporting internal partners on Pendo development and digital adoption best practices.
• Participate in special projects and perform other duties as assigned.
• All other duties as assigned

Skills

Storyline & Rise

Camtasia

Adobe Creative Cloud

Pendo administration

Video production

MS 365

AI-enabled tools

Communication

SharePoint

Education

Bachelor's degree preferred

High School Diploma or equivalent

Tools

Articulate Storyline

Rise

Job description

Osaic is seeking an E-Learning Consultant to design and develop digital learning experiences that drive adoption of firm platforms and compliance initiatives. You will serve as the primary Pendo administrator and collaborate with trainers, SMEs, and business stakeholders to create engaging e-learning, videos, and in-application guidance.

The role emphasizes leveraging AI-enabled learning technologies to enhance knowledge delivery across the organization.