Senior Instructional Designer & Facilitator

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

Job summary

Kestra Financial is seeking a Senior Instructional Designer & Facilitator to design, deliver, and continuously improve learning solutions for financial professionals, staff, and internal teams. You’ll partner with leaders, SMEs, and project teams to translate complex needs into practical, performance-focused experiences.

You will design curricula, facilitate learning sessions across formats, and evaluate impact to optimize outcomes in a collaborative environment.

Qualifications

• Design and develop learning solutions using adult learning principles and ID methodologies.
• Create and maintain curriculum, facilitator guides, participant materials, slide decks, and job aids.
• Collaborate with SME peers and stakeholders to translate complex information into effective learning experiences.

Responsibilities

• Deliver instructor-led and virtual training in multiple settings (virtual, classroom, hybrid, on-site).
• Develop blended programs including eLearning, microlearning, and performance support tools.
• Evaluate learning effectiveness using feedback, data, and business outcomes, driving improvements.

Skills

Instructional design

eLearning development

Facilitation

Blended learning

LMS reporting

Education

Bachelor’s degree in Education/Instructional Design

Tools

Adobe Captivate

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.