Wealth Management Instructional Designer job

HR Education and Training Development is seeking a skilled Wealth Management Learning Experience Designer with the ability to leverage Agile and Design Thinking learning approaches and processes to solve complex business problems with best-in-class learning solutions that drive meaningful growth with measurable outcomes. This role plays a critical part in Citizens’ people development strategy and deepening customer relationship within Citizens Wealth Management. The ideal candidate will have Wealth Management and Financial Advisory experience, a solid understanding of how people learn, and the creative, technical and innovative talent to help reimage learning to be more active engaging and customer centric.

Role: A key player in the design and development of learning experiences for our Wealth Management business supporting financial planning, financial advice, banking, regulatory and technical learning efforts. Must have:

• Strong knowledge and experience with in the Wealth Management, Broker Dealer, and Financial Planning space, financial business acumen, excellent communication and influencing skills.
• Technical savvy to pull knowledge together to build an engaging and innovative learning experience, from blended programs with self-paced and virtual deliver, to small & large group in-person sessions.
• The ability to move from editing a video for a hybrid course to designing a uniform visual look for a suite of learning experiences.
• Ability to work with learners, key business partners, leaders and stakeholders on a regular basis to translate business needs into learning experiences that shift mindsets and create sustained behavior change.
• A keen eye for design and aesthetics
• Know and understand adult learners
• Ability and initiative to understand critical business needs, analyze issues and collaborate cross-functionally to develop scalable learning solutions that move the needle for the business.
• Self-driven work ethic with a high degree of ownership.

Responsibilities

• Assess and improve current business line resources.
• Update, curate and maintain resources.
• Design and develop creative, customer-centered, performance-based training materials in multiple modalities including:
  • Podcast
  • Graphics
  • Animations
  • Micro-learning development
  • Mobile-ready learning content
  • Gamification
  • Integration of learning into the flow of work -performance support
  • On-demand learning
  • Video production: development and editing
  • Interactive eLearning modules
  • Interactive job aids
  • Virtual long distance learning development
• Facilitate and deliver content developed on occasion.
• Develop and maintain a content maintenance process.
• Respond to training intake requests by designing and developing effective, engaging, and scalable solutions.
• Contribute to the improvement of processes.
• Collaborate effectively with HR Training and Development team members, including Instructional Design Center of Excellence, Wealth Management subject matter experts (SMEs), and Management to define learning objectives.
• Effectively manage multiple projects and initiatives simultaneously.

Preferred Qualifications:

• Knowledge of adult learning theories and learning experience design best practices, Design Thinking and Agile development process with demonstrated experience applying this knowledge.
• Advanced experience in colleague-focused design and learning technologies such as Articulate Studio/Storyline, Camtasia, Vyond and Adobe Creative Cloud.
• Ability to quickly learn and integrate new technologies.
• Advanced experience in multi-media development of image, video, and audio to create graphics, animations and other visual assets.
• Advanced experience designing for blended and virtual learning experiences.
• Experience collaborating with variety of stakeholders such as SMEs, managers, and colleagues.
• BA/BS in a related field with Adult Education.
• Advanced knowledge of eLearning technical standards (SCORM, AICC, xAPI).

Education:

Bachelors or higher degree in a relevant field 7+ years’ experience in instructional design and developing learning solutions in multiple modalities.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Why Work for Us

At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws