Senior Learning Designer & Facilitator for Impact

Kestra Financial, Inc.

Tempe (AZ)

On-site

USD 90,000 - 120,000

Full time

2 hours ago

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Benefits offered by this job

Competitive pay and benefits

Tuition reimbursement

Professional growth opportunities

Large employer

Job summary

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

You will work with SMEs and stakeholders to translate complex needs into engaging, performance-driven programs across blended formats. You will lead instructor-led and virtual sessions, create comprehensive curricula, and administer LMS activities while applying adult learning principles

Qualifications

Bachelor's degree in education, instructional design, organizational development, human resources, communications, business, or related field; 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.
Experience consulting with business partners, managing stakeholder relationships, and supporting cross-functional projects.
Experience working with financial professionals, wealth management, financial services, operations, call center, or another regulated industry.
Strong written, verbal, interpersonal, and listening skills with the ability to explain complex topics clearly, patiently, and professionally.
Experience with LMS platforms, Microsoft Office Suite, Teams, Zoom, Smartsheet, and digital learning or content development tools; quick to learn and teach new systems.
Proven ability to manage multiple projects, deliverables, and training engagements while maintaining quality, accuracy, and follow-through.
Strong knowledge of instructional design models, adult learning principles, ILT/VILT curriculum design, blended learning, learner engagement, performance support, and learning evaluation. Adobe Captivate experience is required.

Responsibilities

Design, develop, and maintain learning solutions using adult learning principles and instructional systems design methodologies.
Build software simulations and assessments in Adobe Captivate.
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 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.