Note: The job is a remote job and is open to candidates in USA. Confidential is a Business Process Outsourcing (BPO) company specializing in Wealth Management. They are seeking a Lead Instructional Designer to lead the design, development, and implementation of training content for their Asset & Wealth Management team, ensuring high-impact learning solutions that align with business objectives and compliance requirements.
Responsibilities
- Lead instructional design projects from intake through launch, including needs analysis, design strategy, development, review cycles, implementation, evaluation, and maintenance
- Drive the design and development of high-impact learning solutions for the Asset & Wealth Management team, ensuring content supports business objectives, operational readiness, client expectations, compliance requirements, and measurable learner performance
- Lead, coach, and develop instructional designers by setting content quality expectations, providing design feedback, facilitating peer reviews, identifying skill gaps, and supporting professional growth across the instructional design team
- Serve as a consultative learning partner to internal and external stakeholders, gathering requirements, clarifying objectives, managing expectations, resolving feedback, and ensuring alignment across business groups
- Design and develop high-quality learning content using company-approved authoring tools, including eLearning modules, instructor-led training materials, virtual training assets, knowledge checks, simulations, job aids, facilitator guides, participant guides, and performance support resources
- Manage and maintain courses, curricula, learning paths, enrollments, versioning, completions, reporting, and content updates within the learning management system
- Translate complex operational processes, technical workflows, system procedures, client requirements, compliance expectations, and performance data into clear, structured, learner-centered training solutions
- Partner with Operations, Quality, IT, Workforce Management, Client Services, Human Resources, Compliance, Training, and Asset & Wealth Management stakeholders to support onboarding, process launches, system changes, policy updates, refresher training, and performance improvement initiatives
- Apply adult learning principles, instructional design models, accessibility standards, usability practices, and measurement strategies to ensure learning solutions are effective and scalable
- Establish and maintain content governance standards, including templates, naming conventions, review processes, version control, quality assurance checks, and documentation practices
- Analyze training effectiveness using LMS data, assessment results, learner feedback, operational metrics, and stakeholder input to recommend improvements and optimize learning impact
- Provide technical guidance, coaching, and peer review support to instructional designers, trainers, subject matter experts, and project contributors
- Manage multiple concurrent projects in a high-volume, deadline-driven environment while maintaining accuracy, quality, and stakeholder confidence
- Ensure all training materials follow applicable company standards, client requirements, brand guidelines, security expectations, and compliance obligations
Skills
- Bachelor's degree in Instructional Design, Education, Learning Technologies, Organizational Development, Communications, Business, or a related field; equivalent professional experience may be considered
- Advanced experience designing and developing learning content for a BPO, contact center, customer experience, operations, technical support, financial services, Asset & Wealth Management, or similarly fast-paced business environment
- Demonstrated experience leading, coaching, or mentoring instructional designers, including providing content review, design feedback, development guidance, and quality assurance support
- Demonstrated proficiency with eLearning authoring tools and the ability to develop interactive, polished, and technically sound learning assets
- Hands-on experience administering, maintaining, and reporting from a learning management system
- Strong ability to manage stakeholders at multiple levels, including clients, senior leaders, subject matter experts, operations partners, and cross-functional support teams
- Strong project management skills, including the ability to scope work, manage timelines, track deliverables, document decisions, and escalate risks appropriately
- Excellent written communication skills with the ability to simplify complex information into clear, concise, learner-ready content
- Strong technical aptitude, attention to detail, troubleshooting skills, and comfort learning new systems quickly
- Ability to manage competing priorities, work independently, and deliver high-quality work under tight deadlines
- Proficiency with Microsoft Office applications, including PowerPoint, Word, Excel, and Outlook
- Experience supporting large-scale new hire training, client implementations, process migrations, system launches, or transformation initiatives
- Experience with content localization, accessibility review, multimedia production, screen recording, simulation development, or knowledge management platforms
- Experience creating learning measurement strategies, dashboards, assessment plans, and post-training evaluation processes
- Familiarity with call center performance metrics, quality assurance processes, compliance training, workforce planning, operational change management, and financial services or Asset & Wealth Management operations
- Experience mentoring instructional designers, trainers, or subject matter experts through content development standards, review cycles, design governance, and continuous improvement practices
Company Overview
This page is owned and operated by Viral Audience. It was founded in undefined, and is headquartered in Silicon Valley, California US, US, with a workforce of 51-200 employees. Its website is .