Senior Instructional Designer & Facilitator

Kestra Financial; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Senior Instructional Designer & Facilitator to design, develop, deliver, and continually improve learning solutions that empower financial professionals, staff, and internal teams.

The role blends instructional design, facilitation, and performance consulting to convert complex business needs into practical, engaging learning experiences. You will create curriculums, facilitator guides, participant materials, eLearning content, job aids, and blended programs;

Qualifications

• 5+ years of experience in training design and delivery.
• Experience with blended learning and eLearning content.
• Strong collaboration with SMEs and stakeholders.
• Proficiency with Adobe Captivate or similar tools.

Responsibilities

• Design, develop, and maintain learning solutions using instructional design principles and LMS tools.
• Create curriculum, facilitator guides, participant materials, slide decks, eLearning content, job aids, and performance support resources.
• Partner with SMEs, business owners, project teams, and vendors to translate complex information into clear learning experiences.
• Develop blended learning programs including instructor-led training, virtual training, self-paced learning, and microlearning.
• Collaborate with Marketing, Compliance, Operations, Technology, and business teams to finalize learning assets and ensure a professional learner experience.
• Evaluate learning effectiveness using feedback, data, and outcomes; recommend improvements.
• Facilitate engaging instructor-led training in virtual, classroom, hybrid, on-site, and off-site environments.
• Customize learning experiences based on audience needs and business priorities.
• Lead workshops, onboarding programs, and learner readiness activities.
• Apply facilitation best practices and teach-back methods to reinforce outcomes.
• Support training initiatives informed by Voice of the Customer and quality trends.

Skills

Instructional design

Facilitation

Performance improvement

Consulting

Education

Bachelor’s degree in Education, Instructional Design, Organizational Development, Human Resources, Communications, Business, or related field

Tools

Adobe Captivate

Learning Management System (LMS)

Job description

Lead with Purpose. Partner with Impact.

The Senior Instructional Designer & Facilitator plays a key role in designing, developing, delivering, and continuously improving learning solutions that support financial professionals, their staff, and internal employees. This position combines three critical disciplines: Instructional Design & Content Development, Facilitation & Learning Delivery, and Consulting & Performance Improvement. This role partners with business leaders, project teams, subject matter experts, and stakeholders to translate complex business needs into practical, engaging, and performance-focused learning experiences.

What You’ll Do:

• Design, develop, and maintain learning solutions using adult learning principles, instructional systems design methodologies, eLearning and instructor-led authoring tools, and learning experience design best practices.
• High proficiency with Adobe Captivate building software simulations and assessments.
• Call center & wealth management / financial services instructional design experience.
• Create and update curriculum, facilitator guides, participant materials, slide decks, eLearning content, job aids, performance support resources, knowledge articles, process guides, and structured on-the-job training materials.
• Partner with subject matter experts, business owners, project teams, and vendors to convert complex information into clear, accurate, engaging, and usable learning experiences.
• Develop blended learning programs that may include 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 ensure a professional learner experience.
• Evaluate learning effectiveness using learner feedback, stakeholder input, performance data, quality trends, LMS reporting, and business outcomes, then recommend improvements.

• Facilitate engaging instructor-led 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 based on audience needs, firm structure, learner experience level, business priorities, pace, and preferred learning style.
• Create inclusive learning environments that encourage participation, knowledge retention, confidence building, and real-world application.
• Lead workshops, webinars, system training sessions, team learning events, onboarding programs, skill-development sessions, and learner readiness activities.
• Apply facilitation best practices, questioning techniques, scenario-based learning, guided practice, discussion management, and teach-back methods to reinforce learning outcomes.
• Support additional training needs, including existing firm education, internal new hire training, special initiatives, and learning opportunities informed by Voice of the Customer, 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 learning needs, root causes, and recommended solutions.
• Attend cross-functional project meetings to understand upcoming business initiatives, system enhancements, process changes, and their learning impact.
• Use learner feedback, stakeholder insights, project information, operational trends, and business priorities to continuously improve learning programs and resources.

• Manage multiple learning projects, deliverables, timelines, stakeholder expectations, and competing priorities with minimal supervision.
• Administer and support Learning Management System activities, including course publishing, curriculum organization, learner tracking, reporting, and content maintenance.
• Maintain accurate records of training activities, feedback, attendance, completion status, and program metrics for reporting and optimization.
• Coordinate onboarding and ongoing education programs that help financial professionals, staff, and employees gain the knowledge and confidence needed to succeed.

What You Bring:

• Series 7 license desirable but not required.
• ATD, CPTD, instructional design, facilitation, coaching, or learning technology certifications desirable but not required.
• Bachelor’s degree in education, Instructional Design, Organizational Development, Human Resources, Communications, Business, or a related field preferred; equivalent work experience may be considered.
• Minimum of 5 years of experience across training & development, instructional design, training delivery, performance consulting.
• Experience facilitating both virtual and classroom-based learning programs required or strongly preferred.
• Experience consulting with business partners, managing stakeholder relationships, and supporting cross-functional projects preferred.