Build tailored, data-supported learning experiences that match advisor performance indicators.
Develop AI-assisted, simulation-based learning and bot-led training experiences.
Incorporate advisor assist technologies into learning design.
Create content across a range of formats, including micro-learning, video, gamified challenges, and just-in-time modules.
Use generative AI and emerging tools to streamline content development.
Partner with our global training team, operations, and stakeholders to embed learning into the advisor lifecycle.
Support the integration of the Advisor Skills Matrix and learning-performance dashboards.
Collaborate with site trainers to empower strategic thinking.
Conduct ongoing needs analysis to identify skill gaps and opportunities.
Requirements
3+ years experience designing impactful blended learning experiences across ILT, eLearning, and other engaging formats.
Tech-forward: You’re excited about demonstrating AI and emerging tech to create dynamic learning solutions and improve efficiency.
Analytical & Creative: You balance storytelling and creativity with data and insights to build effective learning.
Collaborative: You thrive in cross-functional environments and can align learning design with business priorities and operational needs.
Curious & Adaptive: You’re energized by change and thrive in environments that challenge you to innovate and evolve how people learn.
Skilled: You have solid understanding of tools like Articulate Storyline, Rise, or Captivate; LMS platforms; and editing tools like Camtasia or Audacity.
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